Integrate Insightly with Robly
Send information between Insightly and Robly automatically, without writing any code, using Zoho Flow.
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Create a new contact is in Robly each time a new contact is created in Insightly
Ensure quick access to contact information across all platforms for enhanced engagement. This flow create a new contact is in Robly 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 adds a new contact in Robly.
Create a new contact is in Robly each time a new contact is created in Insightly
Insightly + Robly
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Supported triggers and actions
Integrate Insightly and Robly 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
Contact added
Triggers when a new contact is added
List created
Triggers when a new list is created
Contact unsubscribed
Triggers when a contact has unsubscribed
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 contact
Adds a new contact
Create list
Creates a new list
Update full contact details
Updates the details of a contact including sub lists.
Add contact to sub list
Adds a new or existing contact to a sub list
Find contact
Searches for a contact by email address
Remove contact from list
Removes a contact from the selected list
Unsubscribe contact
Unsubscribes a contact
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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What is Robly?
Robly is a cloud based email marketing and marketing automation platform that identifies anonymous website traffic and add their contact record to your list. It also lets you observe user behavior and deliver campaigns at the exact moment people are most likely to engage.
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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.
Learn more >We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more
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CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
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Director, Perth Security Services
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
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