Integrate Insightly with Kit

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

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Connect Insightly and Kit with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Insightly and Kit using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

New Task

Triggers when a new task is created

Remove subscriber from tag

Triggers when a subscriber is removed from a specific tag

User subscribed

Triggers when a new user subscribes

User subscribed through a specific form

Triggers when a user subscribes through a specific form

User unsubscribed

Triggers when a user unsubscribes

New purchase

Triggers when a new purchase is created

New subscriber tagged

Triggers when a new subscriber is tagged

All Actions - Actions are the automated tasks

Create Opportunity

Creates a new opportunity

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

Add subscriber to sequence

Adds a subscriber to the selected sequence

Add subscriber to tag

Adds a subscriber to the selected tag

Add subscriber to a form

Adds a subscriber to the selected form

Remove subscriber from tag

Remove tag from a subscriber by email

Unsubscribe email

Unsubscribes the specified email address

Update subscriber

Updates the details for a single subscriber custom fields.

Fetch subscriber

Fetch subscriber by email address or id

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.

What is Kit?

Kit helps serious creators like yourself craft epic emails, create powerful automations, and manage their audience all in a simple, intuitive platform. Formerly ConvertKit.

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 is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

Rahul Roushan

CEO, OpIndia

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

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

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