Integrate Insightly with EngageBay
Send information between Insightly and EngageBay automatically, without writing any code, using Zoho Flow.
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Create a new contact is in EngageBay each time a new contact is created in Insightly
Ensure quick access to contact information across all platforms for enhanced engagement. This flow will add a new contact in EngageBay 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 EngageBay.
Create a new contact is in EngageBay each time a new contact is created in Insightly
Insightly + EngageBay
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Supported triggers and actions
Integrate Insightly and EngageBay 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
Company created
Triggers when a new company is created
Contact created
Triggers when a new contact is created
Deal created
Triggers when a new deal 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
Create contact
Creates a new contact
Create event
Creates a new event
Create deal
Creates a new deal
Create company
Creates a new company
Create task
Creates a new task
Update contact
Updates the details of an existing contact
Fetch contact
Fetches the details of an existing 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 EngageBay?
EngageBay is a marketing, sales, support and CRM application for growing companies. It provides features such as marketing automation, contact management, deal pipeline, and more.
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.
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Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
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