AutomationMart
Home/Browse/Create (or update) a CloudTalk contact from a new Insightly CRM contact
Make.com

Create (or update) a CloudTalk contact from a new Insightly CRM contact

Make.comMake.com5 modulesv1.0
insightlycloudtalkbuiltin

Every time a new Insightly CRM contact is created, Make will automatically create a CloudTalk contact (or update it if it already exists).

At a glance

Create (or update) a CloudTalk contact from a new Insightly CRM contact is a ready-made Make.com workflow you import as a blueprint JSON file — no build required. It connects insightly, cloudtalk, builtin. It's free to download. Follow the 5-step import below to go live in minutes.

Platform
Make.com
Connects
insightly, cloudtalk, builtin
Modules
5
Price
Free
Version
v1.0
Create (or update) a CloudTalk contact from a new Insightly CRM contact workflow diagram

About this workflow

Every time a new Insightly CRM contact is created, Make will automatically create a CloudTalk contact (or update it if it already exists).

Make.com

How to import this Make.com workflow

  1. 1

    Download the blueprint JSON file after purchase.

  2. 2

    Open Make.com → go to Scenarios → click Import Blueprint.

  3. 3

    Select the downloaded JSON file and confirm.

  4. 4

    Connect your app credentials in each module.

  5. 5

    Run once manually to test, then activate the schedule.

Setup guide

Setup guide included

Purchase to unlock the full step-by-step guide

Related Make workflows

Send ClickSend SMS messages and create new contact when scheduling an appointment on ScheduleOnce

Every time an appointment is scheduled with ScheduleOnce, Make will automatically create a new contact and send an SMS with ClickSend.

Free

Send receipt from Loyverse by SMS with MessageBird

Every time a new receipt in Loyverse POS is created Make will send retrieved receipts' details by sms to registered Loyverse user using MessageBird

Free

Add and Update Google Contacts to SMSAPI

Every time when a new contact is created in Google Contacts, Make will automatically add that contact to SMSAPI as a new contact or update existing contact.

Free

Make a web meeting event and link the information to web apps widget of GakuNin RDM.

Make will automatically link the web meeting information of GakuNin RDM to external web meeting apps.

Free

Send campaign performance stats from Google Ads in an email

Please disable your ad blockers when working with our Google Ads apps. The ad blockers may cause unexpected behavior. This template regularly downloads performance stats from your Google Ads account and sends them as an email. You can use this template as an inspiration for your use cases - you can edit the GAQL query in the third module to get all the columns you need. If you make changes, make sure to also edit the last 2 modules - the text aggregator to cover your new columns and the table h

Free

Add Revolut Business draft payments to Microsoft 365 Excel

Every time a new Revolut Business draft payment is created, Make will automatically add it to Microsoft 365 Excel as a new worksheet row. Your Microsoft 365 Excel worksheet has to contain headers (at least 5 to see the template's default settings).

Free

Add ClickFunnels lead in Mailrelay

Add ClickFunnels lead in Mailrelay. Every time a new contact is obtained in ClickFunnel, Make will automatically add the contact information as a new subscriber in Mailrelay.

Free

Send Slack messages from new Zendesk Guide articles

Use this template to automatically send a Slack message when a new Zendesk Guide article is created. The template is scheduled to run every 3 hours. You can change it after clicking on the clock icon on the first module.

Free

Reviews

No reviews yet

Be the first to buy and share your experience.

Leave a review

Sign in to share your experience with this workflow.

Log in to review
Free
No ratings yet

Create a free account to purchase workflows.

  • JSON blueprint — instant download
  • Setup guide PDF included
  • 5 downloads · valid 30 days
  • Works with Make.com

Need help setting this up?

Book a 3-hour live setup session with an Agility consultant.

₹2,499/ session
3 hrs · video call
  • Configure live on Google Meet / Zoom
  • Free follow-up if workflow has defects
  • Platform expert assigned to you
Book installation session
Free