Connect Brevo and Insightly to Build Intelligent Automations
Choose a Trigger
When this happens...
Contact Unsubscribed
Contact Updated
Transactional Email Opened
Transactional Email Hard Bounced
Transactional Email Delivered
Contact Added
Choose an Action
Automatically do this!
Create Record
Update Record
List Contact
List Emails
List Events
List Leads
List Lead Sources
List Lead Statuses
List Milestones
List Notes
List Opportunities
List Organisations
List Pipelines
List Pipeline Stages
List Projects
List Relationships
List Tasks
List Team Members
List Teams
List Users
Ready to use Brevo and Insightly automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Contact Unsubscribed
Triggers when a Brevo contact unsubscribes from a list they belonged to
Contact Updated
Triggers when contact updated
Transactional Email Opened
Triggers when a Brevo transactional email is opened
Transactional Email Hard Bounced
Triggers when a Brevo transactional email is hard bounced.
Transactional Email Delivered
Triggers when a Brevo transactional email is delivered
Contact Added
Trigger when Brevo contact added.
Do thisActions
Action is the task that follows automatically within your Brevo integrations.
Unsubscribe Contact
Unsubscribe contact from the list.
Add Contact
Adds a contact.
Send Transactional Email
Sends an email from your Brevo account with HTML or plain text content.
Find Contact
Find a contact using their email ID.
Get Contacts in a List
List all contacts in a list.
Create New Contact
Creates new Contact.
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Frequently Asked Questions
To start, connect both your Brevo and Insightly accounts to viaSocket. Once connected, you can set up a workflow where an event in Brevo triggers actions in Insightly (or vice versa).
Absolutely. You can customize how Brevo data is recorded in Insightly. This includes choosing which data fields go into which fields of Insightly, setting up custom formats, and filtering out unwanted information.
The data sync between Brevo and Insightly typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Brevo and Insightly. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Brevo
Sendinblue is a digital marketing platform that offers tools for email marketing, SMS campaigns, chat, CRM, marketing automation, and transactional email services.
Learn MoreAbout Insightly
Insightly is a powerful CRM and project management tool designed to help businesses manage customer relationships, track sales, and streamline project workflows. With Insightly, you can easily organize and manage your contacts, leads, and opportunities, as well as collaborate with your team on projects and tasks.
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