Integrate Insightly with Outlook

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

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Add a new contact in Outlook whenever a new contact is added in Insightly

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

How it works
  1. The flow triggers when a new contact is created in Insightly.
  2. Zoho Flow creates a new contact in Outlook.
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Add a new contact in Outlook whenever a new contact is added in Insightly

Insightly + Outlook

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Supported triggers and actions

Integrate Insightly and Outlook 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

Event created

Triggers when a new event is created

Email received

Triggers when a new email is received

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

Send email

Creates and sends a new email

Reply to email

Replies to the specified email

Create event

Creates a new event

Flag email

Flags the specified email

Create contact

Creates a new contact

Update contact

Updates the details of an existing contact

Update event

Updates a event by id

Find contact folder

Finds a folder by name

Fetch calendar

Fetches the details of a calendar by name

Fetch contact

Fetches the details of an existing contact by email address from the default contacts folder

Fetch event

Fetches an event by title

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 Outlook?

Outlook is email software that lets you manage contacts, set reminders, and share calendars with coworkers.

Email Microsoft Popular

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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