Insightly + ClickFunnels Integrations
How to connect Insightly + ClickFunnels
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Deleted RecordTriggers when a record is deleted.Trigger- New RecordTriggers when a new record is created.Trigger
- 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.).Trigger
- Updated RecordTriggers when a record is updated.Trigger
- Create RecordCreates a RecordAction
- Update RecordUpdates a RecordAction
- Find RecordFinds an existing RecordAction
New Contact ActivityTriggers when Contact activity record is created.Trigger- ClickFunnels
Triggers when a failed Purchase is made in a Funnel.
Instant
Trigger
- ClickFunnels
Triggers when a successful Purchase is made in a Funnel.
Instant
Trigger
- ClickFunnels
Add a Contact Profile Email to a List.
Scheduled
Action
- ClickFunnels
Add a Tag to a Contact Profile by Email.
Scheduled
Action
- ClickFunnels
Creates a new opt-in for an email.
Scheduled
Action
- ClickFunnels
Create or update a Contact Profile for an email.
Scheduled
Action
- ClickFunnels
Remove a Contact Profile Email from List.
Scheduled
Action
- ClickFunnels
Remove a Tag from a Contact Profile by Email.
Scheduled
Action
- ClickFunnels
Find a Contact Profile by exact match Email.
Scheduled
Action
- ClickFunnels
Find or Create Contact Profile
Scheduled
Action
How Insightly + ClickFunnels Integrations Work
- Step 1: Authenticate Insightly and ClickFunnels.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.
ClickFunnels Tutorials
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