Integrate Excel with Insightly

Send information between Excel and Insightly automatically, without writing any code, using Zoho Flow.

Build your own integrations between Excel and Insightly

Connect Excel and Insightly with over 900+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Excel and Insightly using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Worksheet added

Triggers when a new worksheet is added to the selected workbook

Row added

Triggers when a new row is added at the bottom of the selected worksheet

Row added in table

Triggers when a new row is added at the bottom of the selected table

Row added in Team Drive

Triggers when a new row is added to a spreadsheet in Team Drive

New Contact

Triggers when a new contact is created

New Opportunity

Triggers when a new opportunity is created

New Project

Triggers when a new project is created

New Organization

Triggers when a new organization is created

New Lead

Triggers when a new lead is created

New Task

Triggers when a new task is created

All Actions - Actions are the automated tasks

Add row to table

Adds a new row to the bottom of the selected table

Add row in Team Drive

Adds a new row in the selected spreadsheet in your Team Drive

Add row

Adds a new row to the bottom of the selected worksheet

Update row in TeamDrive

Updates a new row in your excel sheet from you team drive

Update row

Updates the details of an existing row

Find row

Finds a row based on column value

Find row in Team Drive

Finds a row from your spreadsheet in your Team Drive

Create Task

Creates a new task

Create Contact

Creates a new contact

Create Lead

Creates a new lead

Create Project

Creates a new project

Create Opportunity

Creates a new opportunity

Create Organization

Creates a new organization

Create Event

Creates a new event

What is Excel?

Excel is spreadsheet software that lets you create sheets from templates, collaborate on projects, and view trends with charts or graphs.

What is Insightly?

Insightly is a CRM and project management software. You can access everything about a lead from a single page, automate customer communication, and monitor your milestones, tasks, and even resources.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

We started using both from the beginning, but since swapping [to Zoho], we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

Watch Zoho Flow in action

Play video

Endless integrations. End to manual work.

SIGN UP TODAY