Integrate Insightly with Myphoner
Send information between Insightly and Myphoner automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Add a new contact in Myphoner when a new contact is added in Insightly
Eliminate the hassle of manually duplicating contacts, allowing you to focus on more productive tasks. This flow will create a new contact in Myphoner for new contacts created in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow creates a new lead in Myphoner.
Add a new contact in Myphoner when a new contact is added in Insightly
Insightly + Myphoner
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Supported triggers and actions
Integrate Insightly and Myphoner 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
Lead lost
Triggers when a lead is marked as loser
New call back
Triggers when a lead is marked for call back
Lead won
Triggers when a lead is marked as winner
Archived lead
Triggers when a lead is archived
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
Create lead
Creates a new lead
Mark lead for call back
Marks the specified lead for a call back
Mark lead as winner
Marks the specified lead as winner
Mark lead as loser
Marks the specified lead as loser
Update lead
Updates the details of an existing lead
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.
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Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
Siddharth Ahuja
CEO, Fabricroot
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
