Do everything in one place
Customize your Insightly and Salesforce Marketing Cloud integration with the following
triggers and actions.
Triggers
When this happens…
Insightly
- New contactNew contact in Insightly
- New organisationNew organisation in Insightly
- Updated contactUpdated contact in Insightly
- Updated opportunityUpdated opportunity in Insightly
- Updated organisationUpdated organisation in Insightly
Any other trigger you can think up
Salesforce Marketing Cloud
- New data extension rowNew data extension row in Salesforce Marketing Cloud
Any other trigger you can think up
Actions
Do this…
Insightly
- Custom actionCustom action in Insightly (Custom)
- Add note to opportunityAdd note to opportunity in Insightly
- Create contactCreate contact in Insightly
- Create eventCreate event in Insightly
- Create opportunityCreate opportunity in Insightly
- Create organisationCreate organisation in Insightly
- Get user by IDGet user by ID in Insightly
- Search contacts BatchSearch contacts in Insightly
- Search pipelines BatchSearch pipelines in Insightly
- Search users BatchSearch users in Insightly
- Update contactUpdate contact in Insightly
- Update opportunityUpdate opportunity in Insightly
Any other action you can think up
Salesforce Marketing Cloud
- Custom actionCustom action in Salesforce Marketing Cloud (Custom)
- Copy data extensionCopy data extension in Salesforce Marketing Cloud
- Create email from HTML templateCreate email from HTML template in Salesforce Marketing Cloud
- Create data extension from templateCreate data extension from template in Salesforce Marketing Cloud
- Delete data extensionDelete data extension in Salesforce Marketing Cloud
- Search data extension BatchSearch data extension in Salesforce Marketing Cloud
- Search data extension row BatchSearch data extension row in Salesforce Marketing Cloud
- Upload assetUpload asset in Salesforce Marketing Cloud
- Upsert data extension rowUpsert row in data extension in Salesforce Marketing Cloud
- Upsert data extension row BatchBulk upsert row in data extension in Salesforce Marketing Cloud
Any other action you can think up
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