Integrate Insightly with dotdigital
Send information between Insightly and dotdigital automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Generate a new contact in dotdigital each time a new contact is created in Insightly
Ensure quick access to contact information across all platforms for enhanced engagement. This flow will log a new contact in dotdigital whenever a new contact is created in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow creates or updates a contact in dotdigital.
Generate a new contact in dotdigital each time a new contact is created in Insightly
Insightly + dotdigital
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Supported triggers and actions
Integrate Insightly and dotdigital 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
Survey response added
Triggers when a new response is added in the selected survey
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
Create or update contact
Creates or updates a contact
Send transactional email
Sends a transactional email
Create address book
Creates a new address book
Send campaign to contact
Sends a campaign to the specified contact
Send campaign to address book
Sends a campaign to the selected address book
Create contact data field
Creates a new contact data field
Enrol contact in program
Enrolls a contact in the selected program
Refresh segment
Refreshes an existing segment
Unsubscribe contact
Unsubscribes the specified contact
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.
Similar apps
What is dotdigital?
dotdigital is a customer engagement platform that allows you to sync data from online or physical stores, personalize customer experiences with the right data, and convert clicks to conversions with surveys and landing pages.
Similar apps
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.
Learn more >We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
