Elastic Email + Insightly Integration

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1.
  • Elastic Email
    Campaign is sent in Elastic Email
  • Elastic Email
    Contact is created in Elastic Email
  • Insightly
    Task is created in Insightly
  • Insightly
    Lead is created in Insightly
  • Insightly
    Lead is updated in Insightly
  • Insightly
    Organisation is added in Insightly
  • Insightly
    Organisation is updated in Insightly
  • Insightly
    Contact is updated in Insightly
  • Insightly
    Contact is created in Insightly
  • Insightly
    Opportunity is created in Insightly
  • Insightly
    Project is created in Insightly
  • Insightly
    Opportunity is updated in Insightly
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2.

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Ready Workflows Ready Workflows   for Elastic Email + Insightly Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Insightly + Elastic Email Integration

Send Elastic Email message for new Insightly task

With this Insightly - Elastic Email integration, whenever a new task is created in Insightly, message will be sent via Elastic Email. This ensures that everyone is kept up to date on the latest developments and can take appropriate action.

Plus, you can customize the message that is sent, so you can include any relevant information, like deadlines or assigned team members. As a result, this integration will help to improve communication and collaboration within your team, making it easier to get work done.
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Elastic Email + Insightly Integration

Create Insightly opportunity for new Elastic Email contact

This automation makes it easy to create new opportunitys in Insightly when a new contact is created in Elastic Email. Just connect your accounts, and every time a new contact is created in Elastic Email, a new opportunity will automatically be created in Insightly.

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
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Elastic Email + Insightly Integration

Create Insightly task for new Elastic Email contact

Insightly and Elastic Email are two powerful cloud-based tools that can be used to improve business productivity. Using this Insightly - Elastic Email integration, you can automatically create task in Insightly whenever a new contact is created in Elastic Email.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
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Elastic Email + Insightly Integration

Create Insightly contact for new Elastic Email contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Insightly contact and Elastic Email contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Insightly + Elastic Email Integration

Create Elastic Email contact for new Insightly contact

If you're using Insightly to manage your sales leads, it's important to also use Elastic Email to manage your email marketing.

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 Elastic Email.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Insightly + Elastic Email Integration

Send Elastic Email message for new Insightly contact

Anytime a new contact is added to your Insightly, automatically send them a message through Elastic Email letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Insightly - Elastic Email integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Automations

Top 10 Most Popular Elastic Email Automations from
Integrately Community

Just click on the workflow you want to automate

Google Sheets logo
Elastic Email logo
Send Elastic Email message for new Google Sheets row
Activate
CompanyHub logo
Elastic Email logo
Send Elastic Email message for new CompanyHub record
Elastic Email logo
WebinarJam logo
Create WebinarJam registrant for new Elastic Email contact
Activate
Salesforce logo
Elastic Email logo
Send Elastic Email message for new Salesforce record
Airtable logo
Elastic Email logo
Send Elastic Email message for new Airtable record
Google Sheets logo
Elastic Email logo
Send Elastic Email message for new Google Sheets row
Activate
CompanyHub logo
Elastic Email logo
Send Elastic Email message for new CompanyHub record
Elastic Email logo
WebinarJam logo
Create WebinarJam registrant for new Elastic Email contact
Activate
Salesforce logo
Elastic Email logo
Send Elastic Email message for new Salesforce record
Airtable logo
Elastic Email logo
Send Elastic Email message for new Airtable record
EasyCSV logo
Elastic Email logo
Send Elastic Email message for new EasyCSV data
Bubble logo
Elastic Email logo
Send Elastic Email message for new Bubble data thing
PostgreSQL logo
Elastic Email logo
Send Elastic Email message for new PostgreSQL row
MySQL logo
Elastic Email logo
Send Elastic Email message for new MySQL row
SeaTable logo
Elastic Email logo
Send Elastic Email message for new SeaTable row
EasyCSV logo
Elastic Email logo
Send Elastic Email message for new EasyCSV data
Bubble logo
Elastic Email logo
Send Elastic Email message for new Bubble data thing
PostgreSQL logo
Elastic Email logo
Send Elastic Email message for new PostgreSQL row
MySQL logo
Elastic Email logo
Send Elastic Email message for new MySQL row
SeaTable logo
Elastic Email logo
Send Elastic Email message for new SeaTable row

Top 10 Most Popular Insightly Automations from
Integrately Community

Most popularmost-popular-automations
01
Insightly logo
ClickUp logo
Create ClickUp task for new Insightly task
02
Autopilot logo
Insightly logo
Create Insightly opportunity for new Autopilot contact
03
Insightly logo
Google Calendar logo
Create Google Calendar event for new Insightly task
04
Elementor Forms logo
Insightly logo
Create Insightly contact for new Elementor Forms form submission
05
CompanyHub logo
Insightly logo
Create Insightly contact for new CompanyHub contact
cloud
Insightly
app integration
06
GetResponse logo
Insightly logo
Create Insightly contact for new GetResponse contact
07
Woodpecker.co logo
Insightly logo
Create opportunity in Insightly for Link is clicked in Woodpecker.co
08
Insightly logo
WhatsApp logo
Send WhatsApp message for new Insightly task
09
Ontraport logo
Insightly logo
Create Insightly contact for new Ontraport response
10
Wufoo logo
Insightly logo
Create Insightly contact for new Wufoo form submission
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Want to automate something else in your workflow?

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Elastic Email
Elastic Email
Elastic Email is a reliable and scalable email delivery platform. Our innovative cloud-based solution makes it easy to deliver transactional, marketing and web push notifications, in real time at a fraction of the cost of legacy solutions.
Insightly
Insightly
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.