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

Contact unsubscribed from list

Triggers when a contact is unsubscribed from the selected list

Campaign created

Triggers when a new campaign is created

Campaign failed

Triggers when a campaign is paused, stopped, or cancelled

Campaign sent

Triggers when a campaign is successfully sent

Subscriber added to list

Triggers when a subscriber is added to 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

Send campaign

Sends the selected campaign

Add or update contact

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

Tag contact

Tags the specified contact

Create tag

Creates a new tag

Create list

Creates a list with the specified emails

Add contact to workflow

Adds a contact to the selected workflow

Add contact to list

Adds a new contact to the specified list

Clone campaign

Creates a copy of an existing campaign

Move contact to do-not-mail list

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

Associate list to campaign

Associates an existing list to the selected campaign

Untag contact

Untags the specified contact

Update list

Updates the details of an existing list

Fetch contact from list

Fetches the details of a contact by email address

Fetch contact

Fetches the details of an existing contact

Fetch campaign report

Fetches the report for the specified campaign

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.

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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 >

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

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

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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