Insightly + Klenty Integration

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Insightly + Klenty Integration

Create Klenty contact for new Insightly contact

If you're using Insightly to manage your sales leads, it's important to also use Klenty 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 Klenty.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Insightly + Klenty Integration
1.
  • 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
    Project is created in Insightly
  • Insightly
    Opportunity is created in Insightly
  • Insightly
    Opportunity is updated in Insightly
  • Klenty
    Link is clicked in Klenty Instant
  • Klenty
    Email is opened in Klenty Instant
  • Klenty
    Email is bounced in Klenty Instant
  • Klenty
    Reply is received in cadence in Klenty Instant
  • Klenty
    Prospect is sent to webhook in Klenty Instant
  • Klenty
    Cadence is completed in Klenty Instant
  • Klenty
    First reply is received in cadence in Klenty Instant
  • Klenty
    Cadence is started in Klenty Instant
  • Klenty
    Prospect has unsubscribed in Klenty Instant
2.
  • Insightly
    Update Contact in Insightly
  • Insightly
    Get task by ID in Insightly
  • Insightly
    Get organization by ID in Insightly
  • Insightly
    Get opportunity by ID in Insightly
  • Insightly
    Update opportunity in Insightly
  • Insightly
    Create contact in Insightly
  • Insightly
    Search contact in Insightly
  • Insightly
    Create opportunity in Insightly
  • Insightly
    Create lead in Insightly
  • Insightly
    Search lead in Insightly
  • Insightly
    Create task in Insightly
  • Insightly
    Search user in Insightly
  • Insightly
    Create organisation in Insightly
  • Insightly
    Search organisation in Insightly
  • Insightly
    Create project in Insightly
  • Insightly
    Search project in Insightly
  • Insightly
    Get contact by id in Insightly
  • Insightly
    Search opportunity in Insightly
  • Insightly
    Delete opportunity in Insightly
  • Insightly
    Link objects in Insightly
  • Insightly
    Get project by ID in Insightly
  • Insightly
    Update project in Insightly
  • Insightly
    Delete project in Insightly
  • Klenty
    Create prospect in Klenty
  • Klenty
    Update prospect in Klenty
  • Klenty
    Search prospect in Klenty
  • Klenty
    Change prospect status to 'do-not-contact' in Klenty
  • Klenty
    Unsubscribe prospect in Klenty
  • Klenty
    Start cadence in Klenty
  • Klenty
    Stop cadence in Klenty
  • Klenty
    Resume cadence in Klenty
  • Klenty
    Revert prospect status from 'do-not-contact' in Klenty
  • Klenty
    Stop mails to prospect in Klenty
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