Insightly is a great email marketing and CRM software that helps you manage your business’s everyday marketing needs. Using Insightly, you can send personalized, targeted emails to your various customer segments and manage your contacts effectively for stronger marketing overall.
When using Insightly, you may want to integrate different email marketing tools that focus on specific goals, including email automation, time-keeping, forms creation, survey implementation, and more. There are many tools available that specialize in these specific niches to ensure you are producing the best possible marketing campaigns across all areas.
Insightly integrates with plenty of email marketing tools to help you manage your varied needs. You can easily import your relevant information from these applications and merge them with your existing profile content in Insightly for simple integration. Insightly also offers lots of support materials for detailed integration instructions, allowing you to get started immediately.
Here are some great email marketing software that integrate with Insightly so you can manage all your email marketing activities in one place:
12 Top Email Marketing Tools for Insightly
- Evernote – best for keeping track of notes
- Wufoo – best for analyzing data
- Autopilot – best for top-notch automation
- OneDrive – best for cloud-based storage
- SurveyMonkey – best for survey customization
- MailChimp – best for audience segmentation
- Zapier – best for personalized automation
- PieSync – best for syncing email CRM
- LeadLiaison – best for creating leads
- HubStaff – best for accounting and time-keeping
- DropBox – best for full organization of files
- SupportBee – best for maintaining contacts’ support
1. Evernote – best for keeping track of notes
Evernote is a useful tool to keep track of notes and important information about your customers, campaigns, and activities on Insightly. You can import Evernote pieces directly into Insightly for easy integration from your various devices.
Referencing notes through the tool is simple, as Evernote allows you to search through your different notes from their search and tag functions. This tool is key to maintaining organization across your various campaigns, sharing critical notes with your team members.
Pricing
Evernote offers three plans for their services, including their Free plan with a 60MB limit. Each plan offers useful capabilities that allow you to take full advantage of what EverNote has to offer. To learn more about Evernote, visit their website here.
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2. Wufoo – best for analyzing data
Wufoo is an online form builder that helps you create and customize online forms specific to your business. The tool has great data analyzing capabilities to help you review your forms’ performance however you’d like. This helps you gather information about your customers that will inform your marketing campaigns in the future. Additionally, you can integrate your Wufoo forms into your emails easily through Insightly.
Pricing
Wufoo offers five plans, starting with their Free plan that allows for basic form building and collection of limited responses. To take advantage of the full capabilities, though, you will want to consider other packages. To learn more about Wufoo, visit their website here.
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3. Autopilot – best for top-notch automation
Autopilot integrates seamlessly with your email marketing campaigns through Insightly to provide top-notch automation capabilities. You can establish different touchpoints in your customers’ journeys that trigger different automation to ensure you are reaching each customer effectively through your marketing campaigns.
Autopilot ensures you are building on your customer relationships individually effortlessly. This is helpful to reach your customers consistently at moments in your business relationship that are significant to them.
Pricing
Autopilot offers 3 different plans based on the number of contacts you have in your customer base. For $49 a month, the Silver plan includes up to 2,000 contacts and allows for unlimited emails. The larger plans allow you to import more contacts to further manage your email marketing automation. To learn more about Autopilot, visit their website here.
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4. OneDrive – best for cloud-based storage
Microsoft OneDrive is a cloud-based platform that holds your various files, documents, photos, presentations, and more for easy access. You can share your various documents with different team members to allow for viewing and editing from any location.
Integrating OneDrive with your Insightly profile, you can upload your different deliverables to your contacts for simple organization. This will help you maintain your different customers and supporting documents all in one place, accessible by anyone with access to your Insightly profile. From here, you can maintain personalized documents to maintain your email marketing campaigns better.
Pricing
Microsoft OneDrive offers four different packages depending on your business needs. Starting with their Personal plan for $5 a month. OneDrive offers larger plans for businesses and comes with various other Microsoft apps included in your subscription. To learn more about OneDrive, visit their website here.
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5. SurveyMonkey – best for survey customization
SurveyMonkey is an incredibly popular survey software that allows you to customize unique and intuitive surveys for your various audiences. The tool helps you build your surveys with plenty of different types of questions and provides an in-depth review platform to help you evaluate the results of your surveys.
Content gathered from SurveyMonkey integrates into Insightly easily and gives you the opportunity to share different surveys through your email marketing campaigns. The tool makes it easy to evaluate your customers’ preferences and interests insightfully and integrate their feedback into your future email marketing efforts.
Pricing
SurveyMonkey has three different packages, starting with their Team Advantage package for $25 a month. This plan offers plenty of personalization capabilities to ensure your survey aligns with your business, allowing up to 3 users on your plan. To learn more about SurveyMonkey, visit their website here.
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6. MailChimp – best for audience segmentation
MailChimp is an email marketing software that allows you to send personalized emails to your various audience segments. You can integrate MailChimp into your Insightly platform to send email campaigns, review analytics and streamline your marketing goals in one platform.
MailChimp can also help you nurture your various leads to build your overall marketing campaigns. Creating your templates through MailChimp allows for captivating emails that capture the attention of your audiences.
Pricing
MailChimp has four different packages, beginning with their Free package for up to 2,000 contacts. The Free package includes their Creative Assistant, Website Builder, and many more tools to help build your email marketing templates and campaigns. The tiered plans offer even more capabilities for successful email marketing campaign management. To learn more about MailChimp, visit their website here.
» MORE: Best Email Marketing Software for 10,000 Contacts
7. Zapier – best for personalized automation
Zapier is another great automation tool to help you send targeted emails to your various audiences. Enabling workflows called “Zaps,” Zapier helps you set up different automation to send communications to your contacts, including emails that welcome new customers, remind them about upcoming events, and much more.
Zapier offers extensive resources to learn how to leverage the tool to improve your marketing automation, including detailed blog posts and Zapier Experts.
Pricing
Zapier integrates smoothly with Insightly to manage your email marketing campaigns and ensure you are connecting with your customers whenever necessary. The tool offers five different packages, priced based on tasks allowed. Their Free plan offers up to 100 tasks a month for your automation. To learn more about Zapier, visit their website here.
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8. PieSync – best for syncing email CRM
PieSync helps you sync your email CRM and marketing materials for easy access across different platforms, including Insightly. You can manage your contacts all in one place, ensuring they are automatically updated throughout every platform you’ve synced your data with.
This helps you maintain correct and accurate contacts across all your various email marketing tools. In addition, you can easily organize your leads across different teams as well to ensure everyone in your business is up-to-date with your leads and statuses, simplifying your email marketing efforts and activities.
Pricing
PieSync offers two plans, their Starter plan, and Pro plan, starting at $49 and $59 a month, respectively. The Starter plan includes limited rules to determine where your contacts are sorted. To use more of PieSync’s managing capabilities, you will want to take advantage of the Pro plan. To learn more about PieSync, visit their website here.
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9. LeadLiaison – best for creating leads
LeadLiasion allows you to create qualified leads and track their progress to ensure more sales going forward. The platform easily integrates with Insightly to create new lead records and includes all the information about your varied leads.
LeadLiasion also helps you evaluate your various relationships with customers to ensure you are nourishing leads when appropriate and organize your lead activities to ensure you follow up on lead activities whenever possible. In addition, using LeadLiasion, you can organize your email marketing campaigns based on your leads’ specific details and preferences.
Pricing
LeadLiasion offers an Inbound plan that helps you track prospective leads and utilize other tools within the platform for $250 a month. The platform also offers two other programs, the Omnibound and Lifecycle plans, that offer even more in-depth tools to utilize. To learn more about LeadLiasion, visit their website here.
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10. HubStaff – best for accounting and time-keeping
To keep track of the time spent on your email marketing activities, HubStaff offers great integration with Insightly. Using HubStaff, you can automatically track time spent on your tasks, evaluate different pieces your team is working on, and have reports generated with the time spent on various tasks.
This helps you keep track of your and your team’s various activities to understand where you are spending the most time on projects. It is beneficial for accounting and time-keeping activities as well. For example, using HubStaff, you can better manage your email marketing campaigns to ensure you are prioritizing key activities for the most profitable leads.
Pricing
HubStaff offers four plans to use their management services. Their Free package includes time tracking, activity levels, some screenshots, and payment capabilities. To learn more about HubStaff, visit their website here.
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11. DropBox – best for full organization of files
DropBox holds all your files, including presentations, photos, documents, and much more, all in one place. The cloud-based platform integrates easily with Insightly, allowing you to upload all your different documents immediately. Integrating your DropBox files helps you maintain the full organization of your various email marketing pieces to ensure easy access from your team members.
Pricing
DropBox provides three plans to consumers, each with a different amount of storage space for your various files. Dropbox’s plans start with their Free plan with 2GB of data available for storage. To get more storage space, you will have to take advantage of one of their larger plans. To learn more about Dropbox, visit their website here.
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12. SupportBee – best for maintaining contacts’ support
SupportBee integrates easily to your Insightly profile to help you manage your sales, contacts, and more with their CRM capabilities. This platform works great to help you maintain your contacts’ support services, sorting any support emails your campaigns receive from recipients directly into Insightly as tasks.
You can also arrange your SupportBee integration to sort your tasks into projects to further organize your contacts’ information all within Insightly. This will help you maintain your contact lists accurately and efficiently. Once you’ve set up your SupportBee integration, no more action is required on your part – the tool will take care of everything else.
Pricing
SupportBee has two packages available: their Startup plan and the Enterprise plan. These plans cost $13 and $17 each, respectively. The Startup Plan offers basic integration capabilities to help you manage your email marketing activities, and the Enterprise plan includes even more tools. To learn more about SupportBee, visit their website here.
Final Thoughts
There are plenty of email marketing tools available to integrate with your Insightly profile for consistent use. Each of these tools offers detailed capabilities in their niches that help to support your overall marketing objectives as they relate to your email marketing campaigns.
To determine which of these plans are right for you, evaluate your current email marketing campaigns and process and see areas of opportunity for more in-depth support. From there, you will be able to take advantage of any of these applications and easily integrate them into your Insightly profile. From here, you’ll be able to manage your overall campaigns even stronger and lead to more success for your business in the future.
To learn more about other various applications that integrate easily with Insightly, visit Insightly’s website here.
Sources:
https://www.insightly.com/crm/integrations/
https://support.insight.ly/hc/en-us/categories/360000053768-Connecting-to-Other-Apps