Integrate Insightly with ActiveCampaign

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

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Create a new contact is in ActiveCampaign 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 ActiveCampaign 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 adds a new contact, updates the details of an existing contact, or removes an existing contact from the selected list in ActiveCampaign.
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Create a new contact is in ActiveCampaign each time a new contact is created in Insightly

Insightly + ActiveCampaign

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Supported triggers and actions

Integrate Insightly and ActiveCampaign using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New Project

Triggers when a new project is created

New Task

Triggers when a new task is created

New Lead

Triggers when a new lead is created

New Contact

Triggers when a new contact is created

New Opportunity

Triggers when a new opportunity is created

New Organization

Triggers when a new organization is created

Campaign opened

Triggers when a contact opens a campaign message. This will run every time a subscriber opens an email.

Campaign starts sending

Triggers when a new campaign starts sending

Deal task created

Triggers when a new deal task is created

Contact unsubscribed from campaign

Triggers when a contact unsubscribes as a result of a campaign email sent

Campaign link clicked

Triggers when a contact clicks a link in a campaign message. This will only run once for each unique link.

Contact added to list

Triggers when a new contact is added to the selected list

Contact note created

Triggers when a new contact note is created

Contact tag added

Triggers when a tag is added to an existing contact

Deal updated

Triggers when the details of an existing deal are updated

Contact updated

Triggers when the details of an existing contact are updated

Contact created

Triggers when a new contact is created

Deal created

Triggers when a new deal is created

Deal note created

Triggers when a new deal note is created

All Actions - Actions are the automated tasks

Create Opportunity

Creates a new opportunity

Create Event

Creates a new event

Create Contact

Creates a new contact

Create Task

Creates a new task

Create Project

Creates a new project

Create Lead

Creates a new lead

Create Organization

Creates a new organization

Add note to deal

Adds notes to the selected deal

Create contact note

Creates a note for the specified contact

Add or update contact

Adds a new contact, updates the details of an existing contact, or removes an existing contact from the selected list

Create deal

Creates a new deal

Add tag to contact

Adds a tag to an existing contact

Create campaign

Creates and sends a new campaign

Add contact to automation

Adds a contact into an automation. If unavailable, a contact will be created and added

Create tracked event

Creates a custom website or application event

Create contact

Creates a new contact

Update contact

Updates an existing contact's details

Update deal

Updates an existing deal

Fetch automation

Fetches the details of an automation by name

Fetch contact

Fetches a contact by email address

Fetch deal

Fetches an existing deal by title

Search tag

Searches for an existing tag using name

Fetch user

Fetches a user by email address

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 ActiveCampaign?

ActiveCampaign is a marketing platform that helps you send campaigns, design newsletters, automate channels, and close deals faster. You can segment emails, add dynamic data, perform split testing, and manage your text-messaging 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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