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
  1. The flow triggers when a new contact is created in Insightly.
  2. Zoho Flow creates a new contact or updates the details of an existing contact in SendX.
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Generate a new contact in SendX each time a new contact is created in Insightly

Insightly + SendX

Build your own integrations between Insightly and SendX

Connect Insightly and SendX with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

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.

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.

Email Marketing

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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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 had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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

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