Create opportunity in Insightly for Email is clicked in Campaign Monitor
Campaign Monitor + Insightly Integration
Campaign Monitor + Insightly Integration
Integrate Campaign Monitor to Insightly in one click, or tell Integrately AI how you want each lead handled. Capture new subscribers, create leads and contacts, update your CRM, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Subscriber is added to list in Campaign Monitor- Subscriber is removed from list in Campaign Monitor
- Email is clicked in Campaign Monitor
- Email is openned in Campaign Monitor
- Campaign is emailed to someone bounce in Campaign Monitor
Task is created in Insightly- Lead is created in Insightly
- Lead is updated in Insightly
- Organisation is added in Insightly
- Organisation is updated in Insightly
- Contact is updated in Insightly
- Contact is created in Insightly
- Opportunity is created in Insightly
- Project is created in Insightly
- Opportunity is updated in Insightly
2.
- Add Subscriber in Campaign Monitor
- Update subscriber in Campaign Monitor
- Search Subscriber in Campaign Monitor
- Unsubscribe subscriber in Campaign Monitor
- Send Smart Transactional Email in Campaign Monitor
- Update task in Insightly
- Update Contact in Insightly
- Get task by ID in Insightly
- Get organization by ID in Insightly
- Get opportunity by ID in Insightly
- Update opportunity in Insightly
- Create contact in Insightly
- Search contact in Insightly
- Create opportunity in Insightly
- Create lead in Insightly
- Search lead in Insightly
- Create task in Insightly
- Search user in Insightly
- Create organisation in Insightly
- Search organisation in Insightly
- Create project in Insightly
- Search project in Insightly
- Get contact by id in Insightly
- Search opportunity in Insightly
- Delete opportunity in Insightly
- Link objects in Insightly
- Get project by ID in Insightly
- Update project in Insightly
- Delete project in Insightly
Trusted by experts at...
Ready Workflows for Campaign Monitor + Insightly Integration
Capture new subscribers as leads, update contact records, track sales pipelines, and alert your team, all in just one click.
Most popular automations
Create Campaign Monitor contact for new Insightly contact
If you're using Insightly to manage your sales leads, it's important to also use Campaign Monitor to manage your email marketing.
But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Insightly, a corresponding contact will automatically be created in Campaign Monitor.
This will keep all of your lead data in one place, making it easier to send out marketing emails.
See moreBut adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Insightly, a corresponding contact will automatically be created in Campaign Monitor.
This will keep all of your lead data in one place, making it easier to send out marketing emails.
Update Campaign Monitor contact from new Insightly contact
Insightly + Campaign Monitor Integration
When Contact is created in Insightly > Check condition > Add Subscriber in Campaign Monitor
Insightly + Campaign Monitor Integration
When Lead is created in Insightly > Check condition > Add Subscriber in Campaign Monitor
Insightly + Campaign Monitor Integration
When Subscriber is added to list in Campaign Monitor > Check any condition > Create opportunity in Insightly
Campaign Monitor + Insightly Integration
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Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Campaign Monitor + Insightly flow
Send campaign subscriber data straight to customer communication, project management, and scheduling tools. Pick a combination and activate it in one click.
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Typeform (4)
Typeform (4) +
Gmail (4)
Gmail (4) +
Shopify (4)
Shopify (4) +
Calendly (4)
Calendly (4) +
Stripe (4)
Stripe (4) +
Asana (4)
Asana (4) T
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I
Add every new Typeform submission to Campaign Monitor as a subscriber and create an Insightly lead.
Typeform submissions instantly populate Campaign Monitor lists and create Insightly leads without manual entry.
C
I
T
When a subscriber is added to a list in Campaign Monitor, update the matching contact in Insightly and log a Typeform feedback note.
Keep Insightly contacts updated whenever Campaign Monitor engagement changes.
I
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If an Insightly lead is created from a Typeform entry, send a Campaign Monitor transactional email immediately.
Trigger automated welcome emails in Campaign Monitor the moment an Insightly lead is established.
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When a Campaign Monitor email is clicked, search for the contact in Insightly and create an opportunity.
Turn email engagement in Campaign Monitor into active sales opportunities in Insightly.
Supported triggers and actions for Campaign Monitor and Insightly
Mix and match to build the exact automation you need
Campaign Monitor Triggers & Actions
Subscriber is added to list in Campaign Monitor
Triggers the automation when a subscriber is added to a list
Try it β Subscriber is removed from list in Campaign Monitor
Triggers the automation when a subscriber is removed from a list
Try it β Email is clicked in Campaign Monitor
Triggers the automation when an email link is clicked by the recipient
Try it β Campaign is emailed to someone bounce in Campaign Monitor
Triggers the automation when a campaign email is bounced
Try it β Insightly Triggers & Actions
Organisation is added in Insightly
Triggers the automation when a new organization is created
Try it β Organisation is updated in Insightly
Triggers the automation when any organization's profile is modified
Try it β Opportunity is created in Insightly
Triggers the automation when any opportunity is updated
Try it β Opportunity is updated in Insightly
Triggers the automation when an opportunity is updated
Try it β What can you automate with Campaign Monitor + Insightly?
Streamline your marketing and CRM workflows by connecting subscriber activity directly to sales pipelines.
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Sync campaign subscribers directly to CRM leads
Automatically create an Insightly lead the moment a new subscriber is added to your Campaign Monitor list. Eliminate manual data entry and ensure your sales team has immediate access to new prospects.
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Capture every submitted subscriber detail
Map all available subscriber attributes and custom fields from Campaign Monitor straight into Insightly contact records. Keep your CRM data thorough and ready for personalized outreach.
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Alert your team instantly on key events
Notify sales reps the second a high-value prospect clicks an email in Campaign Monitor or updates their status in Insightly. Respond faster and close deals while interest is peak.
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Route records based on submitted criteria
Segment subscribers automatically based on campaign interactions, assigning leads to specific Insightly pipelines or update queues depending on their engagement level.
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Keep contact records continuously updated
Ensure changes made to subscriber lists in Campaign Monitor reflect immediately on corresponding contact profiles in Insightly, maintaining single-source-of-truth accuracy.
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Search and update instead of creating duplicates
Check existing Insightly records before adding new entries from Campaign Monitor. Update current contacts seamlessly to keep your CRM clean and duplicate-free.
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Handle email bounces and status changes
Automatically update Insightly contact statuses when campaign emails bounce or subscribers unsubscribe in Campaign Monitor, keeping your lists hygienic.
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Extend workflows to external business apps
Connect your Campaign Monitor and Insightly flow with tools like Slack, Google Sheets, or Typeform to build comprehensive multi-step operational pipelines.
And much more...
Who is Campaign Monitor + Insightly integration for?
Email marketers and sales professionals streamline campaign tracking and lead management, ensuring customer data flows seamlessly across platforms without manual intervention.
Performance marketers
Sales reps
Agency account managers
Growth teams
Operations coordinators
Customer success leads
π
Performance marketers
You're running email campaigns across multiple subscriber lists but your CRM only updates when someone manually exports contacts, so the lead counts you're optimising against are always a few hours behind β with this integration, every new subscriber record lands in Insightly instantly and your pipeline data stays current.
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Sales reps
You need to follow up with high-intent prospects immediately, but campaign click data sits trapped in your email tool until someone checks the reports, resulting in missed conversion windows β automating both apps means every email click creates an active task in Insightly so you can reach out while interest is high.
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Agency account managers
You answer to clients who want immediate proof of campaign engagement and lead generation progress, but compiling manual reports wastes valuable billable hours β this integration means campaign results and CRM lead updates sync automatically, giving your clients accurate visibility on demand.
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Growth teams
The volume of new subscribers and form leads is too high for anyone to keep up by hand, leading to scattered data and inconsistent follow-up sequences β connecting these apps means every list addition and lead creation happens instantly without manual data entry errors.
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Operations coordinators
You own the handoff between marketing email campaigns and sales pipeline management, but manual data transfers cause bottlenecks and dropped leads β automating both apps means subscriber data flows straight into Insightly contacts without delay.
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Customer success leads
You need a reliable customer history across marketing touches and CRM interactions, but missing records leave gaps in your client profiles β with this integration, every subscriber activity and lead update is logged accurately for a complete relationship view.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Campaign Monitor + Insightly
Build and manage your Campaign Monitor + Insightly automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Campaign Monitor + Insightly with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting β just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Campaign Monitor + Insightly Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Campaign Monitor to Insightly?
You can connect Campaign Monitor to Insightly using 1-click automations on Integrately or ask Integrately AI to build the automation and map the fields for you.
Can I automatically create Insightly leads from new Campaign Monitor subscribers?
Can I connect Campaign Monitor, Insightly, and Slack?
What is a good Zapier alternative for Campaign Monitor and Insightly?
How are subscriber list updates handled between Campaign Monitor and Insightly?
Can I update Insightly contact records when campaign emails bounce?
Do I need coding skills to automate Campaign Monitor and Insightly?
Is the Campaign Monitor and Insightly integration free?
Didn't find the answer you were looking for?
No worries β just send us a message and weβll get back to you as soon as possible.
Want to automate something else in your workflow?
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