Insightly + Klick-Tipp Integration

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Insightly + Klick-Tipp Integration

Create Klick-Tipp contact for new Insightly contact

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

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Insightly + Klick-Tipp Integration
1.
  • Insightly
    Task is created in Insightly
  • Insightly
    Lead is created in Insightly
  • Insightly
    Lead is updated in Insightly
  • Insightly
    Opportunity is created 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
  • Klick-Tipp
    Tag is added to contact in Klick-Tipp Instant
  • Klick-Tipp
    Email is sent to contact in Klick-Tipp Instant
  • Klick-Tipp
    Email is opened by contact in Klick-Tipp Instant
  • Klick-Tipp
    Contact is clicked on specific link in Klick-Tipp Instant
  • Klick-Tipp
    Contact viewed email in web browser in Klick-Tipp Instant
  • Klick-Tipp
    Contact loads conversion pixel on website in Klick-Tipp Instant
  • Klick-Tipp
    SMS is sent to contact in Klick-Tipp Instant
2.
  • Insightly
    Create contact in Insightly
  • Insightly
    Search contact in Insightly
  • Insightly
    Create opportunity in Insightly
  • Insightly
    Search 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
  • Klick-Tipp
    Create contact in Klick-Tipp
  • Klick-Tipp
    Tag contact in Klick-Tipp
  • Klick-Tipp
    Untag contact in Klick-Tipp
  • Klick-Tipp
    Unsubscribe Contact in Klick-Tipp
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