Connect Insightly CRM and Segment integrations
Connect Insightly CRM and Segment with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Insightly CRM and Segment to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
Triggers when a new object of a selected type is created.
Associates one identity with another or merges two identities.
Associates an individual user with a group.
Identifies a user.
Performs an arbitrary authorized HTTP tracking API call.
Records a user's actions.
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Build your Insightly CRM and Segment integrations.
Create custom Insightly CRM and Segment workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Associates one identity with another or merges two identities.
Creates a new object of a selected type.
Associates an individual user with a group.
Identifies a user.
Performs an arbitrary authorized HTTP tracking API call.
Retrieves an object by its ID and type.
Records a user's actions.
Triggers when a new object of a selected type is created.
Popular Insightly CRM and Segment workflows.
Looking to get more out of Insightly CRM and Segment? With Make you can visually integrate Insightly CRM and Segment into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Upload a new user into LinkedIn Matched Audiences from a new lead in Insightly CRM
This template regularly checks for new leads in Insightly CRM and uses the retrieved information to upload new users into LinkedIn Matched Audiences. For the best performance, your contacts should have these fields filled out: 1) First name 2) Last name 3) Email Having the contact associated with company information will also improve match rates on LinkedIn, however it's not mandatory for this template to work. The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template by clicking the clock icon on the first module.
TRY IT ->Upload a new LinkedIn Offline Conversion from a new lead in Insightly CRM
This template regularly checks for new leads in Insightly CRM and uses the retrieved information to upload new offline conversions to LinkedIn. For the best performance, your contacts should have these fields filled out: 1) First name 2) Last name 3) Email Having the contact associated with company information will also improve match rates on LinkedIn, however it's not mandatory for this template to work. The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template by clicking the clock icon on the first module.
TRY IT ->Create SmartReach.io prospects for new Insightly CRM leads
Make will watch your Insightly CRM leads at regular intervals and create identical SmartReach.io prospects.
TRY IT ->Identify Segment users from new orders in WooCommerce
This template regularly checks for new orders in WooCommerce and uses the retrieved information to identify the subscribers in Segment. The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template by clicking on the clock icon on the first module.
TRY IT ->Identify Segment users from new subscribers in MailChimp
This template regularly checks for new subscribers in MailChimp and uses the retrieved information to identify the subscribers in Segment. The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template by clicking on the clock icon on the first module.
TRY IT ->Add Insightly CRM leads to Constant Contact
Use this template to automatically create a Constant Contact contact when an Insightly CRM lead is created.
TRY IT ->Create (or update) a CloudTalk contact from a new Insightly CRM contact
Every time a new Insightly CRM contact is created, Make will automatically create a CloudTalk contact (or update it if it already exists).
TRY IT ->Identify users in Segment from Shopify orders
Every time a new Shopify order is created, Make will automatically identify the customer using Segment.
TRY IT ->Identify Segment users from ActiveCampaign contacts
Every time a new ActiveCampaign contact is created, Make will automatically identify a Segment user.
TRY IT ->
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