Insightly + Raisely Integration

Connect Insightly to Raisely in 1 click

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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
  • Raisely
    New campaign is created in Raisely
  • Raisely
    Donation is created in Raisely Instant
  • Raisely
    New interactions is created in Raisely
  • Raisely
    Person is created in Raisely Instant
  • Raisely
    Profile is created in Raisely Instant
  • Raisely
    Subscription is created in Raisely Instant
  • Raisely
    Subscription is succeeded in Raisely Instant
  • Raisely
    Subscription is resumed in Raisely Instant
  • Raisely
    Donation is refunded in Raisely Instant
  • Raisely
    Post is created in Raisely Instant
  • Raisely
    Subscription is failed in Raisely Instant
  • Raisely
    Subscription is rebilled in Raisely Instant
  • Raisely
    Subscription is paused in Raisely Instant
  • Raisely
    Subscription is updated in Raisely Instant
  • Raisely
    Subscription is deleted in Raisely Instant
  • Raisely
    Subscription is cancelled in Raisely Instant
  • Raisely
    Post is updated in Raisely Instant
  • Raisely
    Post is deleted in Raisely Instant
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2.

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Ready Workflows Ready Workflows   for Insightly + Raisely Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Raisely + Insightly Integration

Create Insightly contact for new Raisely person

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 Raisely person 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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Raisely + Insightly Integration

Create Insightly opportunity for new Raisely person

This automation makes it easy to create new opportunitys in Insightly when a new person is created in Raisely. Just connect your accounts, and every time a new person is created in Raisely, 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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Raisely + Insightly Integration

Create Insightly task for new Raisely person

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

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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Insightly + Raisely Integration

Create Raisely person for new Insightly contact

If you're using Insightly to manage your sales leads, it's important to also use Raisely 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 person will automatically be created in Raisely.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Automations

Top 10 Most Popular Insightly Automations from
Integrately Community

Just click on the workflow you want to automate

Insightly logo
ClickUp logo
Create ClickUp task for new Insightly task
Activate
Autopilot logo
Insightly logo
Create Insightly opportunity for new Autopilot contact
Activate
Insightly logo
Google Calendar logo
Create Google Calendar event for new Insightly task
Activate
Elementor Forms logo
Insightly logo
Create Insightly contact for new Elementor Forms form submission
Activate
CompanyHub logo
Insightly logo
Create Insightly contact for new CompanyHub contact
Activate
Insightly logo
ClickUp logo
Create ClickUp task for new Insightly task
Activate
Autopilot logo
Insightly logo
Create Insightly opportunity for new Autopilot contact
Activate
Insightly logo
Google Calendar logo
Create Google Calendar event for new Insightly task
Activate
Elementor Forms logo
Insightly logo
Create Insightly contact for new Elementor Forms form submission
Activate
CompanyHub logo
Insightly logo
Create Insightly contact for new CompanyHub contact
Activate
GetResponse logo
Insightly logo
Create Insightly contact for new GetResponse contact
Activate
Woodpecker.co logo
Insightly logo
Create opportunity in Insightly for Link is clicked in Woodpecker.co
Activate
Insightly logo
WhatsApp logo
Send WhatsApp message for new Insightly task
Activate
Ontraport logo
Insightly logo
Create Insightly contact for new Ontraport response
Wufoo logo
Insightly logo
Create Insightly contact for new Wufoo form submission
GetResponse logo
Insightly logo
Create Insightly contact for new GetResponse contact
Activate
Woodpecker.co logo
Insightly logo
Create opportunity in Insightly for Link is clicked in Woodpecker.co
Activate
Insightly logo
WhatsApp logo
Send WhatsApp message for new Insightly task
Activate
Ontraport logo
Insightly logo
Create Insightly contact for new Ontraport response
Wufoo logo
Insightly logo
Create Insightly contact for new Wufoo form submission

Top 10 Most Popular Raisely Automations from
Integrately Community

Most popularmost-popular-automations
01
Raisely logo
WordPress logo
Create WordPress post for new Raisely campaign
02
CompanyHub logo
Raisely logo
Create Raisely person for new CompanyHub record
03
Salesforce logo
Raisely logo
Create Raisely person for new Salesforce record
04
Notion logo
Raisely logo
Create Raisely person for new Notion database item
05
Stackby logo
Raisely logo
Create Raisely person for new Stackby row
cloud
Raisely
app integration
06
Raisely logo
Google Chat logo
Send Google Chat message for new Raisely person
07
Raisely logo
Zoho Sheet logo
Create Zoho Sheet row for new Raisely person
08
Quickblog logo
Raisely logo
Create Raisely person for new Quickblog user
09
Raisely logo
Zendesk Sell logo
Create Zendesk Sell deal for new Raisely person
10
Raisely logo
Groove logo
Create Groove ticket for new Raisely person
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Want to automate something else in your workflow?

You Can Also Connect Insightly or Raisely With 1400+ Other Apps

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.
Raisely
Raisely
Raisely is an online fundraising platform that helps non-profits and charities raise funds and channelize this money towards their cause. Set up your page in minutes, share it with anyone you want and help fundraise for a cause you care about.