Integrate Insightly with SendX
Send information between Insightly and SendX automatically, without writing any code, using Zoho Flow.
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Generate a new contact in SendX each time a new contact is created in Insightly
Ensure quick access to contact information across all platforms for enhanced engagement. This flow will generate a new contact in SendX 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 or updates the details of an existing contact in SendX.
Generate a new contact in SendX each time a new contact is created in Insightly
Insightly + SendX
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Supported triggers and actions
Integrate Insightly and SendX 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 removed from list
Triggers when an existing contact is removed from a list
Tag removed from contact
Triggers when a tag is removed from an existing contact
Contact added to list
Triggers when an existing contact is added to a list
Tag added to contact
Triggers when a tag is added to an existing contact
Contact unsubscribed
Triggers when an existing contact has unsubscribed
Contact created
Triggers when a new contact is created
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 or updates the details of an existing contact
Add tag
Adds a tag to the specified contact
Remove tag
Removes the tag from the specified 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.
Similar apps
What is SendX?
SendX is an email marketing application that helps you with email campaigns, drip marketing, list growth, landing pages, web forms and more.
Similar apps
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 >Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
Rahul Roushan
CEO, OpIndia
Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
