Integrate Ultimate Member with Insightly
Send information between Ultimate Member and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Add a new contact in Insightly for each new form submission received via Ultimate Member
Efficiently gather customer data from forms, minimizing duplication efforts. This flow will create a new contact in Insightly from the responses collected via Ultimate Member.
How it works
- The flow triggers when a new form entry is made in Ultimate Member.
- Zoho Flow creates a new contact in Insightly.
Add a new contact in Insightly for each new form submission received via Ultimate Member
Ultimate Member + Insightly
Build your own integrations between Ultimate Member and Insightly
Connect Ultimate Member and Insightly with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Ultimate Member and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
User account updated
Triggers when the details of a user account is updated
User profile updated
Triggers when the details of a user profile is updated
User status changed
Triggers when the status of a user is updated
User role changed
Triggers when the role of a user is updated
User registered
Triggers when a user is registered
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
All Actions - Actions are the automated tasks
Fetch user
Fetches the details of an existing user
Update user status
Updates the status of an existing user
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
What is Ultimate Member?
Ultimate Member is a free user profile WordPress plugin that makes it easy to create powerful online communities and membership sites with WordPress.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
