Integrate Insightly with ActiveCampaign

Send information between Insightly and ActiveCampaign automatically, without writing any code, using Zoho Flow.

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Add new Insightly leads to ActiveCampaign

This flow creates a new subscriber in ActiveCampaign whenever a new lead is added in Insightly. This lets you reach out to new leads as soon as they enter your sales pipeline. 

How it works

1. A new lead is added in Insightly.

2. Zoho Flow adds a subscriber in ActiveCampaign.

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Add new Insightly leads to ActiveCampaign

Insightly + ActiveCampaign

Build your own integrations between Insightly and ActiveCampaign

Connect Insightly and ActiveCampaign with over 900+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Insightly and ActiveCampaign using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New Contact

Triggers when a new contact is created

New Opportunity

Triggers when a new opportunity is created

New Project

Triggers when a new project is created

New Organization

Triggers when a new organization is created

New Lead

Triggers when a new lead is created

New Task

Triggers when a new task is created

Campaign starts sending

Triggers when a new campaign starts sending

Deal task created

Triggers when a new deal task is created

Deal created

Triggers when a new deal is created

Campaign link clicked

Triggers when a contact clicks a link in a campaign message. This will only run once for each unique link.

Deal note created

Triggers when a new deal note is created

Contact updated

Triggers when the details of an existing contact are updated

Contact tag added

Triggers when a tag is added to an existing contact

Contact unsubscribed from campaign

Triggers when a contact unsubscribes as a result of a campaign email sent

Contact created

Triggers when a new contact is created

Campaign opened

Triggers when a contact opens a campaign message. This will run every time a subscriber opens an email.

Contact added to list

Triggers when a new contact is added to the selected list

Contact note created

Triggers when a new contact note is created

Deal updated

Triggers when the details of an existing deal are updated

All Actions - Actions are the automated tasks

Create Task

Creates a new task

Create Contact

Creates a new contact

Create Lead

Creates a new lead

Create Project

Creates a new project

Create Opportunity

Creates a new opportunity

Create Organization

Creates a new organization

Create Event

Creates a new event

Create campaign

Creates and sends a new campaign

Create contact

Creates a new contact

Create tracked event

Creates a custom website or application event

Add tag to contact

Adds a tag to an existing contact

Create deal

Creates a new deal

Add note to deal

Adds notes to the selected deal

Add contact to automation

Adds a contact into an automation. If unavailable, a contact will be created and added

Add or update contact

Adds a new contact, updates the details of an existing contact, or removes an existing contact from the selected list

Create contact note

Creates a note for the specified contact

Update deal

Updates the details of an existing deal

Update contact

Updates the details of an existing contact

Search tag

Searches for an existing tag using name

Fetch contact

Fetches the details of an existing contact

Fetch account

Fetches the details of an existing account

Fetch automation

Fetches the details of an existing automation by name

Fetch deal

Fetches the details of an existing deal

Fetch user

Fetches the details of an existing user

What is Insightly?

Insightly is a CRM and project management software. You can access everything about a lead from a single page, automate customer communication, and monitor your milestones, tasks, and even resources.

What is ActiveCampaign?

ActiveCampaign is a marketing platform that helps you send campaigns, design newsletters, automate channels, and close deals faster. You can segment emails, add dynamic data, perform split testing, and manage your text-messaging marketing.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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In other words, we use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have the 'forgotten repairs' anymore. Learn more

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CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

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CEO, Fabricroot

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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