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Integrate Insightly with Clickatell

Send information between Insightly and Clickatell automatically, without writing any code, using Zoho Flow.

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Send a welcome email in Clickatell when a new contact is created in Insightly

Instantly engage new CRM contacts with an automated welcome email. This flow will send a welcome email in Clickatell when a new contact is created in Insightly.

How it works
  1. The flow triggers when a new contact is created in Insightly.
  2. Zoho Flow sends a new SMS in Clickatell.
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Send a welcome email in Clickatell when a new contact is created in Insightly

Insightly + Clickatell

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Supported triggers and actions

Integrate Insightly and Clickatell using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New Task

Triggers when a new task is created

New Project

Triggers when a new project is created

New Opportunity

Triggers when a new opportunity is created

New Lead

Triggers when a new lead is created

New Organization

Triggers when a new organization is created

New Contact

Triggers when a new contact is created

All Actions - Actions are the automated tasks

Create Project

Creates a new project

Create Contact

Creates a new contact

Create Lead

Creates a new lead

Create Task

Creates a new task

Create Organization

Creates a new organization

Create Opportunity

Creates a new opportunity

Send SMS

Sends a new SMS

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.

CRM Popular Project Management

Similar apps

Agiled

Sifter

Myphoner

What is Clickatell?

Clickatell is a bulk SMS and online messaging service provider. You can send text messages to targeted audience, reach customers across different carriers and countries, and view reports in real time.

Phone/SMS Popular

Similar apps

Twilio

Nexmo

Synq Text

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Logic

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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 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.

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Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

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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

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Technical Engineer, Master Liveaboards

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