Integrate Insightly with ActiveDEMAND
Send information between Insightly and ActiveDEMAND automatically, without writing any code, using Zoho Flow.
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Create a contact in ActiveDEMAND each time a contact is created in Insightly
Keep your marketing platform's contact information updated for smooth and efficient customer interactions. This flow will create a new contact in ActiveDEMAND for new contacts created in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow adds a contact to the selected contact list in ActiveDEMAND.
Create a contact in ActiveDEMAND each time a contact is created in Insightly
Insightly + ActiveDEMAND
Generate a new contact in ActiveDEMAND each time a new contact is created in Insightly
Having precise contact details empowers your sales team to deliver timely communications to users. This flow will add a new contact in ActiveDEMAND whenever a new contact is added in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow creates a new contact in ActiveDEMAND.
Generate a new contact in ActiveDEMAND each time a new contact is created in Insightly
Insightly + ActiveDEMAND
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Supported triggers and actions
Integrate Insightly and ActiveDEMAND 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
Contact created
Triggers when a new contact is created
History created
Triggers when a new history item is created
Contact updated
Triggers when the details of an existing contact are updated
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 contact to contact list
Adds a contact to the selected contact list
Create form entry
Creates a new web form entry
Create contact
Creates a new contact
Create history
Creates a new history item for the specified contact
Update contact
Updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact by email address
Remove contact from contact list
Removes a contact from the selected contact list
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 ActiveDEMAND?
ActiveDEMAND is a flexible marketing platform for digital marketing agencies and marketers. Engage and track prospects using the integrated, comprehensive call tracking module, do more with built-in email templates, landing pages, and more.
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