Popular Insightly + EmailOctopus Workflows
Create EmailOctopus contact for new Insightly contact
But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Insightly, a corresponding contact will automatically be created in EmailOctopus.
This will keep all of your lead data in one place, making it easier to send out marketing emails.
Update EmailOctopus contact from new Insightly contact
When Contact is created in Insightly > Check condition > Add contact in EmailOctopus
When Lead is created in Insightly > Check condition > Add contact in EmailOctopus
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Insightly's powerful CRM and project management software solution gives small to medium sized businesses the tools they need to manage their contacts, track relationships, monitor sales pipeline, organize projects and more.
See Insightly IntegrationsEmailOctopus is a cheaper way to send your email marketing campaigns. It is designed to help you save time and money, and it allows you to create campaign emails with drag-and-drop ease.
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