Insightly + Zoho Campaigns

Create and manage contacts in Zoho Campaigns from new records in Insightly

Stay consistently informed and boost your customer interaction with this workflow. As a new record appears in Insightly, it seamlessly translates into an updated or new contact in your Zoho Campaigns. This not only enhances your reach to customers but also eradicates manual data transfer, refining your business processes for optimized operation.

When this happens...
New Record
Triggers when a new record is created.
TriggerInstant
automatically do this!
Add/Update Contact
Adds a new contact or updates an existing contact in Zoho Campaigns. Contact will not get any confirmation email to join a mailing list.
ActionWrite

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Supported triggers and actions

- Insightly ObjectRequired
Trigger
Instant
Try It
- Insightly ObjectRequired
Trigger
Instant
Try It
- Insightly ObjectRequired
Action
Write
- Insightly ObjectRequired
- Search ByRequired
- Search ValueRequired
Action
Search
- Action
- Select Mailing ListRequired
Trigger
Instant
Try It

- Tag NameRequired
- Contact EmailRequired
Action
Write
- Topic
- Campaign NameRequired
- SubjectRequired
- Sender AddressRequired
- Select Mailing List
- Sender Name
Action
Write

- Select Mailing ListRequired
- Contact Email AddressRequired
- Associate contacts with topics
- Lawful basis
Action
Write
- Select Mailing ListRequired
- Contact Email AddressRequired
- Move to Do-Not-Mail
Action
Write
- Campaign NameRequired
Action
Search
- Campaign NameRequired
- Topic
- SubjectRequired
- Sender AddressRequired
- Select Mailing List
- Sender Name
Action
Search or write

- Insightly ObjectRequired
Trigger
Instant
Try It
- Insightly ObjectRequired
Trigger
Instant
Try It
- Insightly ObjectRequired
Action
Write
- Select Mailing ListRequired
Trigger
Instant
Try It
- Select Mailing ListRequired
Trigger
Instant
Try It
- Select a Campaign to CloneRequired
- New Campaign NameRequired
Action
Write
- Tag NameRequired
- Contact EmailRequired
Action
Write
- CampaignRequired
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Contact Email AddressRequired
Action
Search
- Contact Email AddressRequired
- Select Mailing ListRequired
- Associate contacts with topics
- Lawful basis
Action
Search or write

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