Integrate Insightly with Klenty
Send information between Insightly and Klenty automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Insightly and Klenty 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
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
Stop all emails to prospect
Stops all emails scheduled for the specified prospect
Resume cadence
Resumes a paused cadence for the specified email address
Start cadence
Starts a cadence for the specified email address
Create prospect
Creates a new prospect
Unsubscribe prospect
Unsubscribes the specified prospect from all emails
Update prospect
Updates the details of an existing prospect
Stop cadence
Stops any cadence for the specified email address
Fetch prospect
Fetches the details of an existing prospect by email address
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 Klenty?
Klenty is a sales prospecting and communication platform that lets you create drip campaigns, track email opens, and log calls made to prospects.
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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