Integrate Insightly with Mixmax
Send information between Insightly and Mixmax automatically, without writing any code, using Zoho Flow.
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Create a new contact is in Mixmax each time a new contact is created in Insightly
Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will log a new contact in Mixmax whenever a new contact is created in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow creates or updates a contact in the selected contact group in Mixmax.
Create a new contact is in Mixmax each time a new contact is created in Insightly
Insightly + Mixmax
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Supported triggers and actions
Integrate Insightly and Mixmax 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
New contact
Triggers when a new contact is created
Note added to contact
Triggers when a new note is added to the selected contact
New live feed message
Triggers when there is a new message in the live feed
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 or update contact
Creates or updates a contact in the selected contact group
Add contact to group
Adds a contact to the selected contact group
Add note to contact
Adds a note to the selected contact
Remove contact from group
Removes an existing contact from the selected contact group
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 Mixmax?
Mixmax is a Gmail-based productivity app. It allows you to schedule emails, track clicks and opens, and recall sent emails.
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.
Learn more >Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more
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CEO, Lakeside CNC Group
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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