Integrate Insightly with Contacts+
Send information between Insightly and Contacts+ automatically, without writing any code, using Zoho Flow.
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Create a new contact in Contacts+ whenever 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 Contacts+ 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 Contacts+.
Create a new contact in Contacts+ whenever a new contact is created in Insightly
Insightly + Contacts+
Build your own integrations between Insightly and Contacts+
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Supported triggers and actions
Integrate Insightly and Contacts+ 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
Business card transcribed
Triggers when a business card is transcribed
Contact updated
Triggers when a contact is updated
Contact created
Triggers when a 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
Create tag
Creates a new tag
Create contact
Creates a new contact
Tag contact
Tags the specified contact
Remove tag from contact
Removes tag from the contact specified
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.
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What is Contacts+?
Contacts+ is a contact management application that lets you sync data across accounts, detect duplicate contacts, scan and share business cards and more.
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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
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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