An automated workflow using integromat
Connects Insightly + Mailgun
Add new Insightly CRM contacts to a Mailgun mailing list
About this workflow template
This automation scenario allows you to connect Insightly and Mailgun
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 Mailgun 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 Mailgun
Add a Mailing List Member in Mailgun
Adds or updates an email address in a selected mailing list.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Add new Insightly CRM contacts to a Mailgun mailing list.
Part I
Configure Applications
First, we need to connect Insightly and Mailgun 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 Mailgun to Make.com.
Give Make.com access to your Mailgun account, using Mailgun 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 Mailgun
Choose this action: Add a Mailing List Member (Adds or updates an email address in a selected mailing list.).
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 Mailgun.
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 Add new Insightly CRM contacts to a Mailgun mailing list!
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
Send email
Send an email, via your Mailgun account.
actionbyzapierautomateiointegratelypabbly-connectpipedreamAdd a mailing list member
Adds or updates an email address in a selected mailing list.
actionbyintegromatNew mailing list member
Adds a new member to a mailinglist.
actionbyzapierpabbly-connectList domains
Returns a list of domains.
actionbyintegromatpipedreamCreate mailing list member
Create mailing list member
actionbypipedreamCreate route
Create route
actionbypipedream
Apps you need
Mailgun is a powerful set of APIs that streamline the process of sending, receiving, tracking, and storing emails effortlessly. It offers easy integration and abstracts away the messiness of sending transactional or bulk emails, allowing you to A/B test and report on your data with ease.
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.
