Zoho CRM + Mailchimp + Insightly Integrations
How to connect Zoho CRM + Mailchimp + Insightly
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Do even more with Zoho CRM + Mailchimp + Insightly
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Zoho CRM, Mailchimp, and Insightly. And don’t forget that you can add more apps and actions to create complex workflows.
New ContactTriggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.Trigger- New LeadTriggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.Trigger
- New Module EntryTriggers instantaneously when any entry is created in the specified module.Trigger
- New or Updated ContactTriggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.Trigger
- New or Updated LeadTriggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.Trigger
- New/Updated Module EntryTriggers instantaneously when any entry is created or updated in the specified module.Trigger
- New UserTriggers when a new active user is added to your Zoho CRM account.Trigger
- Updated Module EntryTriggers instantaneously when a module entry is updatedTrigger
- Zoho CRM
Add attachment to the slected Module entry
Scheduled
Action
- Zoho CRM
Add new tag to existing module entries
Scheduled
Action
- Zoho CRM
Convert an existing lead to contact and account
Scheduled
Action
- Zoho CRM
Creates a new entry in a module
Scheduled
Action
- Zoho CRM
Update existing entry in the selected module
Scheduled
Action
- Zoho CRM
Relates an entry in this module with an entry in another module
Scheduled
Action
- Zoho CRM
Create or update module entries
Scheduled
Action
- Zoho CRM
Finds an entry in a module
Scheduled
Action
- Zoho CRM
Create contact if contact does not exist
Scheduled
Action
- Zoho CRM
Create Lead if contact does not exist
Scheduled
Action
- Zoho CRM
Create module entry if entry does not exist
Scheduled
Action
- Mailchimp
Triggers when a new campaign is created or sent.
Scheduled
Trigger
- Mailchimp
Triggers when a recipient opens an e-mail in a specific campaign.
Scheduled
Trigger
- Mailchimp
Triggers when a recipient clicks a pre-specified link in your campaign.
Scheduled
Trigger
- Mailchimp
Triggers when a new audience is added to your MailChimp accounts.
Scheduled
Trigger
- Mailchimp
Triggers when a new customer is added to a selected store.
Scheduled
Trigger
- Mailchimp
Triggers when a new subscriber is added to an audience.
Instant
Trigger
- Mailchimp
Triggers when a new order is created.
Scheduled
Trigger
- Mailchimp
Triggers when any current subscriber unsubscribes from an audience.
Instant
Trigger
- Mailchimp
Triggers when a subscriber is added to a segment or tag within an audience.
Scheduled
Trigger
- Mailchimp
Triggers when a subscriber is added or updated in an audience.
Instant
Trigger
- Mailchimp
Creates a campaign draft.
Scheduled
Action
- Mailchimp
Creates a custom event for an existing subscriber.
Scheduled
Action
- Mailchimp
Add a new subscriber to an audience of your choosing. Can be used to update an existing subscriber too.
Scheduled
Action
- Mailchimp
Unsubscribe an email address from an audience of your choosing.
Scheduled
Action
- Mailchimp
Removes an existing subscriber by email address from a tag within an audience. Note: the email address
Scheduled
Action
- Mailchimp
Sends a campaign draft. PLEASE NOTE: This action sends an email to
Scheduled
Action
- Mailchimp
Adds a new note to an existing subscriber.
Scheduled
Action
- Mailchimp
Add an email address to a tag within an audience. Note: the email address
Scheduled
Action
- Mailchimp
Finds an existing campaign.
Scheduled
Action
- Mailchimp
Finds a customer by an email address.
Scheduled
Action
- Mailchimp
Searches for a new subscriber on your MailChimp audience.
Scheduled
Action
- Mailchimp
Finds an existing campaign.
Scheduled
Action
- Mailchimp
Searches for a new subscriber on your MailChimp audience.
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
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How Zoho CRM + Mailchimp + Insightly Integrations Work
- Step 1: Authenticate Zoho CRM, Mailchimp, 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.
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