Direct Mail + Insightly Integrations

How to connect Direct Mail + Insightly

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Supported triggers and actions

What does this mean?

Deleted Address
Triggers when an address is deleted from your address group.
Trigger
Instant
New Address
Triggers when a new address is added to your group.
Trigger
Instant
Sent Campaign
Triggers when an email campaign is sent.
Trigger
Instant
Updated Address
Triggers when an address in your group is unsubscribed, hard bounced, or otherwise updated.
Trigger
Instant
Delete Address
Removes an address from a group.
Action
Write
New Address
Creates a new address or updates an existing address.
Action
Write
Unsubscribe Address
Marks an address as unsubscribed and (optionally) removes it from the group.
Action
Write
Update Address
Update an address.
Action
Write
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.

Connect apps

Connect Direct Mail + Insightly

About Direct Mail

Direct Mail is a native OS X app for creating, sending, and tracking email campaigns. Includes tools for building mailing list sign-up forms, autoresponders, dynamic content, and more. Works offline and online, including cloud collaboration features.

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