Brevo + Insightly

Update and manage contacts in Brevo when records are updated in Insightly

Keep your contacts updated with ease. With this workflow, whenever a record is updated in Insightly, the changes are effortlessly carried forward to the Brevo system. By removing the chore of manual updating, this efficient automation allows you to maximize productivity and focus more on fostering business relationships.

When this happens...
Updated Record
Triggers when a record is updated.
TriggerInstant
automatically do this!
(Deprecated) Add or Update Contact
This action is deprecated, use "Contact Create or Update" instead. Adds or updates a contact.
ActionWrite

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Supported triggers and actions

- Insightly ObjectRequired
Trigger
Instant
Try It
- Insightly ObjectRequired
Trigger
Instant
Try It
- Insightly ObjectRequired
Action
Write
- Insightly ObjectRequired
- Search ByRequired
- Search ValueRequired
Action
Search
- Description of the webhook to be displayed in Brevo
- Return all contact data
Trigger
Instant
Try It

- Description of the webhook to be displayed in Brevo
- List NameRequired
- Return all contact data
Trigger
Instant
Try It
- Description of the webhook to be displayed in Brevo
Trigger
Instant
Try It

- Description of the webhook to be displayed in Brevo
- Return all contact data
Trigger
Instant
Try It
- Description of the webhook to be displayed in Brevo
- Return all contact data
Trigger
Instant
Try It
- Description of the webhook to be displayed in Brevo
- Return all contact data
Trigger
Instant
Try It
- Update if Contact ExistsRequired
- Email
- Mobile number of contact (SMS)
- Email Blacklisted
- SMS Blacklisted
- Lists
- Lists Update Type
- Attributes (Deprecated)
- Treat values as category ID for attributes of type `category`
Action
Write
- Company Name or IDRequired
Action
Write
- Update if Contact ExistsRequired
- Contact Identifier TypeRequired
- Email
- Mobile number of contact (SMS)
- Whatsapp number of contact
- External identifier of contact
- Brevo contact ID (update only)
- Email Blacklisted
- SMS Blacklisted
- Lists
- Lists Update Type
- Treat Category Values as IDs for Category type Contact Attributes
Action
Write
- Update if the deal already existRequired
- Deal name or IDRequired
- Use Category IDs for Attributes
- Deal PipelineRequired
- Deal StageRequired
Action
Write
- Deal name or IDRequired
Action
Write
- Email of contact
- Mobile number of contact
Action
Write
- Record typeRequired
Action
Write
- Sender NameRequired
- Test Mobile NumberRequired
- Recipient Mobile NumberRequired
- Message ContentRequired
- Tag(s)
- Unicode Content
- Message Prefix
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

- Insightly ObjectRequired
Trigger
Instant
Try It
- Insightly ObjectRequired
Trigger
Instant
Try It
- Insightly ObjectRequired
Action
Write
- Campaign StatusRequired
Trigger
Polling
Try It
Contact Added
Triggers when a Brevo contact is added.
Trigger
Polling
Try It
- Description of the webhook to be displayed in Brevo
- Return all contact data
Trigger
Instant
Try It
- Description of the webhook to be displayed in Brevo
Trigger
Instant
Try It
- Description of the webhook to be displayed in Brevo
- Return all contact data
Trigger
Instant
Try It
- Description of the webhook to be displayed in Brevo
- Return all contact data
Trigger
Instant
Try It
- Description of the webhook to be displayed in Brevo
- Return all contact data
Trigger
Instant
Try It
- Update if the company already existRequired
- Company name or IDRequired
- Use Category IDs for Attributes
Action
Write
- Company name or IDRequired
Action
Write
- Contact Identifier TypeRequired
- Contact Identifier
Action
Write
- Deal name or IDRequired
Action
Write
- Event nameRequired
- Contact Identifier TypeRequired
- Contact IdentifierRequired
- Event properties
Action
Write
- Record typeRequired
Action
Write
- ToRequired
- Cc
- Bcc
- Sender Name
- Sender EmailRequired
- Reply to Name
- Reply to EmailRequired
- SubjectRequired
- HTML Content
- Text Content
- Attachments Url
- Attachment Files
- Tags
Action
Write
- Email of contactRequired
- Lists to unsubscribeRequired
Action
Write

About Brevo

Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses grow.

Learn more

Related categories

Email Newsletters

About Insightly

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.

Learn more

Related categories

CRM (Customer Relationship Management)

Brevo + Insightly

Update and manage contacts in Brevo when records are updated in Insightly

Deleted Record

Updated Field on Record

Create Record

Find Record

Link Clicked

Contact Subscribed to Specific List(s)

Contact Updated

Marketing Email Delivered

Marketing Email Opened

Transactional Email Delivered

(Deprecated) Add or Update Contact

Delete Company

Contact Create or Update

Add or Update Deal

Find Deal

(Deprecated) Find Contact

Remove Associations

Send Transactional SMS

API Request (Beta)

New Record

Updated Record

Update Record

New Campaign Status

Contact Added

Contact Unsubscribed

Deal Created

Marketing Email Hard Bounced

Transactional Email Hard Bounced

Transactional Email Opened

Add or Update Company

Find Company

Search Contact

Delete Deal

Event Create

Add or Update Associations

Send Transactional Email

Unsubscribe Contact

About Brevo

Related categories

About Insightly

Related categories

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