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Integrate Insightly with Autoklose
Send information between Insightly and Autoklose automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Add a new contact in Autoklose whenever a new contact is added in Insightly
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will generate a new contact in Autoklose 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 add a new contact in Autoklose.
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Add a new contact in Autoklose whenever a new contact is added in Insightly
Insightly + Autoklose
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Build your own integrations between Insightly and Autoklose
Connect Insightly and Autoklose 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 Autoklose using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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New Project
Triggers when a new project is created
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New Task
Triggers when a new task is created
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New Lead
Triggers when a new lead is created
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New Contact
Triggers when a new contact is created
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New Opportunity
Triggers when a new opportunity is created
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New Organization
Triggers when a new organization is created
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Email replied
Triggers when a user replies to the selected campaign email
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Email opened
Triggers when an email of the selected campaign is opened
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Campaign link clicked
Triggers when a user clicks a link in the selected campaign email
All Actions - Actions are the automated tasks
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Create Opportunity
Creates a new opportunity
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Create Event
Creates a new event
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Create Contact
Creates a new contact
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Create Task
Creates a new task
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Create Project
Creates a new project
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Create Lead
Creates a new lead
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Create Organization
Creates a new organization
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Add campaign recipient
Adds a campaign recipient.
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Add Contact
Add a new contact
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Add recipient to do not email list
Adds a new recipient to a Do Not Email list.
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Remove campaign recipient
Removes a campaign recipient.
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 Autoklose?
Autoklose is a sales email automation platform with built-in B2B sales contact databases. It lets you reach out to your leads while creating and managing your contacts, campaigns, and teams.
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