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Popular Campaign Monitor + Insightly Workflows
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Create Campaign Monitor 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 Campaign Monitor.
This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Update Campaign Monitor contact from new Insightly contact
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When Contact is created in Insightly > Check condition > Add Subscriber in Campaign Monitor
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When Lead is created in Insightly > Check condition > Add Subscriber in Campaign Monitor
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When Subscriber is added to list in Campaign Monitor > Check any condition > Create opportunity in Insightly
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Create Your Own Campaign Monitor & Insightly Integration Without Any Code
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Integrate Campaign Monitor & Insightly In 1 Click
And Save Time & Money Both
Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!
Want to automate something else in your workflow?
You Can Also Connect Campaign Monitor or Insightly With 1200+ Other Apps
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Campaign Monitor is an easy-to-use email marketing platform that helps you create and send beautiful emails, manage your subscriber lists and track the results of your campaigns.
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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 Integrations❤Trusted by 42,000+ Customers
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