Create integrations between reply and Insightly
Create Person and Push to Campaign in Reply when New Document Template in Insightly
Create Person and Push to Campaign in Reply when New Email in Insightly
Create Person and Push to Campaign in Reply when New or Updated Task in Insightly
Mark as Finished in Reply when New or Updated Event in Insightly
Create Person and Push to Campaign in Reply when New or Updated Contact in Insightly
Remove Person From Campaign in Reply when New or Updated Organisation in Insightly
Add Step to Campaign in Reply when New or Updated Lead in Insightly
Create Person and Push to Campaign in Reply when New or Updated Opportunities in Insightly
Remove Person From Campaign in Reply when New or Updated Lead in Insightly
Remove Person From Campaign in Reply when New or Updated Contact in Insightly
Actions and Triggers
When this happensTriggers
New or Updated Contact
Triggers when a new contact is created or updated.
New Document Template
Triggers when new document template is created.
New Email
Triggers when new email is send.
New or Updated Event
Trigger when a event is created or updated.
New or Updated Lead
Triggers when new lead is created or updated.
New or Updated Opportunities
Triggers when new opportunity is created or updated.
Do thisActions
Mark as Finished
Marks a person as finished in the campaign (i.e., they have completed all required steps or the campaign has ended for them).
Remove Person From Campaign
Removes a person from a specific campaign in an array of campaigns.
Create Person and Push to Campaign
Creates a person and immediately adds them to a campaign.
Create Person
Creates a new person.
Add Step to Campaign
Adds a new step to an existing campaign.
Create Record
Creates a Record.
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Frequently Asked Questions
About reply
Reply is a sales automation platform that puts outreach on autopilot, while still making each communication personal.
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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