Integrate Insightly with Sendmode
Send information between Insightly and Sendmode automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Send a greeting email in Sendmode for a newly added contact in Insightly
Improve customers' initial experience with a personalized welcome email. This flow will send a welcome email from Sendmode each time a new contact is created in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow sends a text message to the specified phone number in Sendmode.
Send a greeting email in Sendmode for a newly added contact in Insightly
Insightly + Sendmode
Create a new contact in Sendmode when a new contact is created in Insightly
Ensure seamless accessibility by maintaining consistent contact information across all systems. This flow will create a new contact in Sendmode for new contacts created in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow creates a new customer or updates the details of an existing customer in Sendmode.
Create a new contact in Sendmode when a new contact is created in Insightly
Insightly + Sendmode
Build your own integrations between Insightly and Sendmode
Connect Insightly and Sendmode with over 850+ 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 Sendmode 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
Delivery report status
Triggers when the status of a delivery report is received
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 customer
Creates a new customer or updates the details of an existing customer
Send SMS
Sends a text message to the specified phone number
Optout customer
Opts a customer out of your database lists
Get credits
Checks the remaining credits on the customer account
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 Sendmode?
Sendmode is a business SMS service application that allows users to send secure and prioritized messages, notifications, and alerts to customers.
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.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
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
Siddharth Ahuja
CEO, Fabricroot
