Integrate Insightly with Ontraport
Send information between Insightly and Ontraport automatically, without writing any code, using Zoho Flow.
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Create a new contact in Ontraport whenever a new contact is created in Insightly
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will generate a new contact in Ontraport each time a new contact is created in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow creates a new contact. Updates the details in case the contact already exists. in Ontraport.
Create a new contact in Ontraport whenever a new contact is created in Insightly
Insightly + Ontraport
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Supported triggers and actions
Integrate Insightly and Ontraport 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
Tag removed
Triggers when the selected tag is removed for a contact
Contact added
Triggers when a new contact is added
Entry submitted
Triggers when a contact submits an entry in the selected form
Tag added
Triggers when the selected tag is added to a 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
Create or update contact
Creates a new contact. Updates the details in case the contact already exists.
What is Ontraport?
Ontraport is a marketing automation tool that helps you manage your CRM, email and SMS communication, landing pages, and web forms, all in one place.
Webhook triggers
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Learn more >Custom functions
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