Integrate Insightly with Zoho Campaigns

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

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Add a new contact in Zoho Campaigns whenever a new contact is added 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 Zoho Campaigns whenever a new contact is created in Insightly.

How it works
  1. The flow triggers when a new contact is created in Insightly.
  2. Zoho Flow adds a contact to an existing list. Updates the details of the contact if it already exists. in Zoho Campaigns.
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Add a new contact in Zoho Campaigns whenever a new contact is added in Insightly

Insightly + Zoho Campaigns

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Supported triggers and actions

Integrate Insightly and Zoho Campaigns 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

Campaign created

Triggers when a new campaign is created

Campaign sent

Triggers when a campaign is successfully sent

Campaign failed

Triggers when a campaign is paused, stopped, or cancelled

Subscriber added to list

Triggers when a subscriber is added to the selected list

Contact unsubscribed from list

Triggers when a contact is unsubscribed from the selected list

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

Add contact to list

Adds a new contact to the specified list

Clone campaign

Creates a copy of an existing campaign

Create list

Creates a list with the specified emails

Add contact to workflow

Adds a contact to the selected workflow

Add or update contact

Adds a contact to an existing list. Updates the details of the contact if it already exists.

Send campaign

Sends the selected campaign

Tag contact

Tags the specified contact

Associate list to campaign

Associates an existing list to the selected campaign

Update list

Updates the details of an existing list

Untag contact

Untags the specified contact

Move contact to do-not-mail list

Moves the specified contact to the do-not-mail list

Fetch campaign report

Fetches the report for the specified campaign

Fetch contact

Fetches the details of an existing contact

Fetch contact from list

Fetches the details of a contact by email address

Unsubscribe contact

Removes the specified contact from an existing list

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 Zoho Campaigns?

Zoho Campaigns helps you create and send personalized email campaigns. With features like predefined templates, autoresponders, intuitive editor, and reports, you can better engage your customers.

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.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

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

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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