Integrate Insightly with Mixmax

Send information between Insightly and Mixmax automatically, without writing any code, using Zoho Flow.

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Create a new contact is in Mixmax each time a new contact is created in Insightly

Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will log a new contact in Mixmax whenever a new contact is created in Insightly.

How it works
  1. The flow triggers when a new contact is created in Insightly.
  2. Zoho Flow creates or updates a contact in the selected contact group in Mixmax.
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Create a new contact is in Mixmax each time a new contact is created in Insightly

Insightly + Mixmax

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Supported triggers and actions

Integrate Insightly and Mixmax using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New Project

Triggers when a new project is created

New Organization

Triggers when a new organization is created

New Lead

Triggers when a new lead is created

New Task

Triggers when a new task is created

New Contact

Triggers when a new contact is created

New Opportunity

Triggers when a new opportunity is created

New contact

Triggers when a new contact is created

New live feed message

Triggers when there is a new message in the live feed

Note added to contact

Triggers when a new note is added to the selected contact

All Actions - Actions are the automated tasks

Create Organization

Creates a new organization

Create Contact

Creates a new contact

Create Project

Creates a new project

Create Task

Creates a new task

Create Lead

Creates a new lead

Create Opportunity

Creates a new opportunity

Add contact to group

Adds a contact to the selected contact group

Create or update contact

Creates or updates a contact in the selected contact group

Add note to contact

Adds a note to the selected contact

Remove contact from group

Removes an existing contact from the selected contact group

What is Insightly?

Insightly is a CRM and project management software. You can access everything about a lead from a single page, automate customer communication, and monitor your milestones, tasks, and even resources.

What is Mixmax?

Mixmax is a Gmail-based productivity app. It allows you to schedule emails, track clicks and opens, and recall sent emails.

Email

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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