Email by Zapier + Insightly

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.

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...
    InsightlyInsightly
    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.).

    TriggerInstant
  2. automatically do this!
    Email by ZapierEmail by Zapier
    Send Outbound Email

    Send 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.

    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
  • Email by Zapier triggers, actions, and search

    New Inbound Email

    Triggers when an email is forwarded to your own custom

    Trigger
    Instant
    Try It
email logo
email logo

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!
Learn more

Related categories

  • Email
  • Zapier
insightly logo
insightly logo

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

Related categories

  • CRM (Customer Relationship Management)

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