Connect Segmetrics and Insightly to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Segmetrics
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 Segmetrics and Insightly automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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
Action is the task that follows automatically within your Segmetrics integrations.
Get Contact by Email
Returns the full customer journey of a single contact by email
Add or Update Contact
Adds a contact to the specified SegMetrics integration.
Add Tag to Contact
Add Tags to given contact.
Add Purchase to Contact
Adds a purchase to the specified SegMetrics integration.
Adds subscription
Adds a subscription to the existing contact. If the subscription id already exist, it will be updated.
Remove Tags to Contact
Remove Tags to Contact
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Frequently Asked Questions
To start, connect both your Segmetrics and Insightly accounts to viaSocket. Once connected, you can set up a workflow where an event in Segmetrics triggers actions in Insightly (or vice versa).
Absolutely. You can customize how Segmetrics 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 Segmetrics 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 Segmetrics 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 Segmetrics
SegMetrics gives you clarity on where your leads come from, how they act, and how much your marketing is really worth.
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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