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
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.
Add a new contact in Autoklose whenever a new contact is added in Insightly
Insightly + Autoklose
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Supported triggers and actions
Integrate Insightly and Autoklose 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
Email replied
Triggers when a user replies to the selected campaign email
Email opened
Triggers when an email of the selected campaign is opened
Campaign link clicked
Triggers when a user clicks a link in the selected campaign email
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 campaign recipient
Adds a campaign recipient.
Add Contact
Add a new contact
Add recipient to do not email list
Adds a new recipient to a Do Not Email list.
Remove campaign recipient
Removes a campaign recipient.
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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