An automated workflow using integromat
Connects Insightly + LinkedIn Matched Audiences
Upload a new user into LinkedIn Matched Audiences from a new lead in Insightly CRM
About this workflow template
This automation scenario allows you to connect Insightly and LinkedIn Matched Audiences
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Insightly and LinkedIn Matched Audiences can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Insightly
Watch objects in Insightly
Triggers when a new object of a selected type is created.
Then this action happens in LinkedIn Matched Audiences
Add Users in LinkedIn Matched Audiences
Adds users to an audience by their IDs.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Upload a new user into LinkedIn Matched Audiences from a new lead in Insightly CRM.
Part I
Configure Applications
First, we need to connect Insightly and LinkedIn Matched Audiences to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Insightly to Make.com.
Give Make.com access to your Insightly account, using Insightly credentials.
Connect LinkedIn Matched Audiences to Make.com.
Give Make.com access to your LinkedIn Matched Audiences account, using LinkedIn Matched Audiences credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Insightly
Choose the following trigger: Watch objects (Triggers when a new object of a selected type is created.).
Then set up an Action for LinkedIn Matched Audiences
Choose this action: Add Users (Adds users to an audience by their IDs.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Insightly and LinkedIn Matched Audiences.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Upload a new user into LinkedIn Matched Audiences from a new lead in Insightly CRM!
Related Automation Templates
Supported triggers and actions
New record
Triggers when a new record is created.
triggerbyzapierpipedreamWatch objects
Triggers when a new object of a selected type is created.
triggerbyintegromatUpdated record
Triggers when a record is updated.
triggerbyzapierpipedreamUpdated field on record
Triggers when a field of your choosing (i.e. email address, status) is updated on any record of a specified Insightly object (ie. Contact, Lead, Opportunity, etc.).
triggerbyzapierDeleted record
Triggers when a record is deleted.
triggerbyzapierpipedreamGet create objects
List all objects from a user's account that support the Create Record action.
triggerbyzapier
Add email to audience
Adds an email address to an "Uploaded List Audience".
actionbyzapierAdd users
Adds users to an audience by their IDs.
actionbyintegromatCreate audience
Creates an "Uploaded List Audience" that you can add emails to.
actionbyzapierRemove email from audience
Removes an email address from an "Uploaded List Audience".
actionbyzapierAdd companies
Adds companies to an audience by their names.
actionbyintegromatAttach a list file
Attaches an uploaded list file to a list upload audience.
actionbyintegromat
Apps you need
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
