Popular Insightly + Campaign Monitor Workflows
Create opportunity in Insightly for Email is clicked in Campaign Monitor
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.
Update Campaign Monitor contact from new Insightly contact
When Contact is created in Insightly > Check condition > Add Subscriber in Campaign Monitor
When Lead is created in Insightly > Check condition > Add Subscriber in Campaign Monitor
When Subscriber is added to list in Campaign Monitor > Check any condition > Create opportunity in Insightly
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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 IntegrationsCampaign 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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