How to connect Direct Mail + Insightly
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- Deleted AddressTriggers when an address is deleted from your address group.Trigger
- New AddressTriggers when a new address is added to your group.Trigger
- Sent CampaignTriggers when an email campaign is sent.Trigger
- Updated AddressTriggers when an address in your group is unsubscribed, hard bounced, or otherwise updated.Trigger
- Delete AddressRemoves an address from a group.Action
- New AddressCreates a new address or updates an existing address.Action
- Unsubscribe AddressMarks an address as unsubscribed and (optionally) removes it from the group.Action
- Update AddressUpdate an address.Action
- Direct Mail
Finds an address by email.
Scheduled
Action
- Insightly
Triggers when a record is deleted.
Instant
Trigger
- Insightly
Triggers when a new record is created.
Instant
Trigger
- Insightly
Triggers when a field of your choosing (i.e. email address, status) is updated on any record of a specified Insightly object (ie. Contact, Lead, Opportunity, etc.).
Instant
Trigger
- Insightly
Triggers when a record is updated.
Instant
Trigger
- Insightly
Creates a Record
Scheduled
Action
- Insightly
Updates a Record
Scheduled
Action
- Insightly
Finds an existing Record
Scheduled
Action
How Direct Mail + Insightly Integrations Work
- Step 1: Authenticate Direct Mail and Insightly.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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