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ActiveTrail
Insightly CRM

Add new Insightly CRM contacts to ActiveTrail

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Every time a new contact is created in Insightly CRM, Make will automatically create a new contact in ActiveTrail.

Categories
CRM
Marketing Automation & Sales Funnels
Email Marketing
Landing Pages

Similar templates for inspiration

Looking to get more out of your apps? With Make, you can visually integrate any app into any workflow to save time and resources - no coding required. Try any of these templates in just a few clicks.

Google Sheets
Endorsal
Create new contacts in Endorsal from new rows in Google Sheets

This template periodically checks for new rows in a Google Sheets spreadsheet and uploads the new rows as new contacts into Endorsal.

The template is using this sample Google Sheets spreadsheet - you can make a copy of it if you'd like to.

The template is scheduled to run daily at 8:00 am. You can change the schedule after you set up the template.

Create your own workflow

Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

ActiveTrail
Add a member to a group

Update a member or create a new member in a group and send a campaign if provided.

Action
Insightly CRM
Create object

Creates a new object of a selected type.

Action
ActiveTrail
Create/Update contact

Creates a new contact or updates an existing contact.

Action
ActiveTrail
Delete a contact

Removes a contact.

Action
ActiveTrail
Get a contact

Gets a contact.

Action
ActiveTrail
List contacts

Gets a list of contacts.

Search
ActiveTrail
List groups

Select a specific group in your account

Search
ActiveTrail
Remove a member from a group

Removes a member from a group.

Action
Insightly CRM
Retrieve object

Retrieves an object by its ID and type.

Action

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