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Email by Zapier + Insightly

Email by Zapier + Insightly

Email by Zapier + Insightly integrations

Send outbound emails in Email by Zapier when fields on Insightly records get updated

Keep your business interactions organized and efficient with this seamless, automated process. When updates occur in a record field in Insightly, an outbound email is promptly sent through Email by Zapier. This, in turn, streamlines your business records and decision-making abilities, while boosting client engagement and communication efficiency.

  1. When this happens...
    Updated Field on Record
    Updated Field on Record
    Updated Field on RecordTriggers 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.).
  2. automatically do this!
    Send Outbound Email
    Send Outbound Email
    Send Outbound EmailSend up to 5 emails per day on Free or Trial Zapier plans, or up to 10 emails per hour on paid Zapier plans from a custom zapiermail.com address.
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More things you can do with Insightly and Email by Zapier

Discover other triggers and actions you can use with Insightly and Email by Zapier

    • Insightly Object
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    • Insightly Object
      Required
    Trigger
    Instant
    Try It
    • Insightly Object
      Required
    Action
    Write
    • Insightly Object
      Required
    • Search By
      Required
    • Search Value
      Required
    Action
    Search
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About Email by Zapier
Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.) Have direct access to your own email servers? Check out our IMAP and SMTP services!
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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.
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