Connect EmailOctopus and Insightly to Build Intelligent Automations
Choose a Trigger
When this happens...
Contact Unsubscribes
New Contact
Updated Contact
Email Bounced
Email Clicked
Email Opened
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 EmailOctopus and Insightly automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Contact Unsubscribes
Triggers when a contact unsubscribes
New Contact
Triggers when a new contact is created
Updated Contact
Triggers when a new contact is updated
Email Bounced
Triggers when an email to a recipient bounces.
Email Clicked
Triggers when a recipient clicks a link in an email.
Email Opened
Triggers when recipient opens an email
Do thisActions
Action is the task that follows automatically within your EmailOctopus integrations.
Get Campaign Summary
Returns details of Campaign Summary.
Get a Contact
Returns a Contact in a List.
Get All Tags
Returns all Tags in a List.
Get All Contacts
Returns all Contacts in a List.
Get a List
Returns a List by ID.
Create List Field
Creates a new List Field.
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Frequently Asked Questions
To start, connect both your EmailOctopus and Insightly accounts to viaSocket. Once connected, you can set up a workflow where an event in EmailOctopus triggers actions in Insightly (or vice versa).
Absolutely. You can customize how EmailOctopus 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 EmailOctopus 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 EmailOctopus 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 EmailOctopus
EmailOctopus is a cost-effective email marketing tool that helps businesses send email campaigns and automated emails. It integrates easily with existing workflows, supports custom HTML designs, and provides detailed campaign analytics.
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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