Integrate Insightly with BulkGate
Send information between Insightly and BulkGate automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Send a welcome email in BulkGate for a recently created contact in Insightly
Improve customers' initial experience with a personalized welcome email. This flow will trigger a welcome email in BulkGate whenever a new contact is added in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow sends SMS message to the specified phone number in BulkGate.
Send a welcome email in BulkGate for a recently created contact in Insightly
Insightly + BulkGate
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Supported triggers and actions
Integrate Insightly and BulkGate 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
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
Send promotional SMS
Send SMS messages to contacts saved in groups
Send notification SMS
Sends SMS message to the specified phone number
What is BulkGate?
BulkGate is a messaging platform that enables companies and individuals to send messages to contacts anywhere in the world. It also lets you send personalized bulk SMS and SMS notifications.
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Learn more >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
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
