Insightly + Reply

Add updated Insightly records as new/updated contacts in a Reply campaign

Generate leads faster with Reply and Insightly integration. Once a record is updated in Insightly, the integration creates or updates a person in Reply and pushes them to a campaign.

When this happens...
Updated Record
Triggers when a record is updated.
TriggerInstant
automatically do this!
Create\Update Person and Push to Campaign
Create/Update a person and push it to campaign.
ActionWrite

Try this template

Supported triggers and actions

What does this mean?

Deleted Record
Triggers when a record is deleted.
Trigger
Instant
New Record
Triggers when a new record is created.
Trigger
Instant
Updated Field on Record
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.).
Trigger
Instant
Updated Record
Triggers when a record is updated.
Trigger
Instant
Create Record
Creates a Record
Action
Write

Update Record
Updates a Record
Action
Write
Find Record
Finds an existing Record
Action
Search

Inbox Category Set for Reply
Triggers when reply marked with a new inbox category.
Trigger
Instant

Reply
Triggers when an email address bounce (soft & hard).
Instant
Trigger
Reply
Triggers when a person clicks your link in email.
Instant
Trigger
Reply
Triggers when new email sent (first step or follow-up).
Instant
Trigger
Reply
Triggers when a person opens your email.
Instant
Trigger
Reply
Triggers when a person clicks opt out link.
Instant
Trigger
Reply
Triggers when a person replied.
Instant
Trigger
Reply
Triggers when a prospect finishes in terms of campaign.
Instant
Trigger
Reply
Triggers when new contacts are created manually or existing contacts are updated manually.
Instant
Trigger
Reply
Triggers when a Sequence's Zapier step is launched
Instant
Trigger
Reply
Create/Update a person and push it to campaign.
Scheduled
Action
Reply
Creates\Updates a person.
Scheduled
Action
Reply
Mark as Finished a person in the campaign
Scheduled
Action
Reply
Marks prospects as replied in some campaign.
Scheduled
Action
Reply
Move a person to the next step in sequence from Zapier step
Scheduled
Action
Reply
Remove person from concrete campaign
Scheduled
Action

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