Connect Zoho Campaigns and Insightly
Integrate Zoho Campaigns with Insightly to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Mailing Lists from Zoho Campaigns when New or Updated Contact in Insightly
List Contacts in Zoho-campaigns when New or Updated Contact in Insightly
List All Contact Fields in Zoho-campaigns when New or Updated Contact in Insightly
List Segment Contacts in Zoho-campaigns when New or Updated Contact in Insightly
List Recent Campaigns in Zoho-campaigns when New or Updated Contact in Insightly
Popular Zoho Campaigns + Insightly flows
Start from a real workflow other teams are already running.
Choose a trigger
Zoho Campaigns
When this happens...
- Request a new Trigger for Zoho Campaigns
Choose an action
Insightly
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
Get Mailing Lists from Zoho Campaigns when New or Updated Contact in Insightly
Use this flowList Contacts in Zoho-campaigns when New or Updated Contact in Insightly
Use this flowList All Contact Fields in Zoho-campaigns when New or Updated Contact in Insightly
Use this flowList Segment Contacts in Zoho-campaigns when New or Updated Contact in Insightly
Use this flowList Recent Campaigns in Zoho-campaigns when New or Updated Contact in Insightly
Use this flowList Recently Sent Campaigns in Zoho-campaigns when New or Updated Contact in Insightly
Use this flowList all Topics in Zoho-campaigns when New or Updated Contact in Insightly
Use this flowList All Tags in Zoho-campaigns when New or Updated Contact in Insightly
Use this flowGet Mailing Lists from Zoho Campaigns when New Document Template in Insightly
Use this flowList Contacts in Zoho-campaigns when New Document Template in Insightly
Use this flowSupported Triggers & Actions
Everything you can automate between Zoho Campaigns and Insightly.
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 Zoho Campaigns integrations.
Get Mailing Lists
Get all existing mailing lists.
List Contacts
Get all List of Contacts.
List All Contact Fields
Get All Contact Fields.
List Segment Contacts
Get all Segment Contacts.
List Recent Campaigns
Get all Recent Campaigns.
List Recently Sent Campaigns
Get all Recently Sent Campaigns.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Zoho Campaigns
Zoho Campaigns lets you send email and social media campaigns to your subscribers.
Learn moreSimilar apps
About 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.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Zoho Campaigns and Insightly accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Zoho Campaigns and Insightly as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Insightly. No coding required.
Yes. You can set up a workflow where Zoho Campaigns triggers actions in Insightly, and a separate workflow where Insightly triggers actions in Zoho Campaigns. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Zoho Campaigns and Insightly. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Zoho Campaigns and Insightly integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
