Integrate Insightly with 850+ apps
Create business workflows for Insightly without writing code, using Zoho Flow. Automate your routine tasks and make more time for what you do best.
Popular Insightly workflows
Create Insightly contacts from new Typeform entries
This flow creates a contact in Insightly whenever a new response is submitted in Typeform. That way, you can be sure that every time a potential customer expresses interest in your business, your CRM system has automatically recorded their information.
How it works
1. A new submission is made in Typeform.
2. Zoho Flow adds the corresponding contact in Insightly.
Create Insightly contacts from new Typeform entries
Typeform + Insightly
Create contacts in Insightly for new email replies in Autoklose
How it works
Create contacts in Insightly for new email replies in Autoklose
Autoklose + Insightly
Add new FreshBooks clients to Insightly as new contacts
Once you set up this flow, a new contact is created in Insightly for every client that you add in FreshBooks, allowing you to bypass manual data entry for new customers to your CRM system.
How it works
1. A new client is added in FreshBooks.
2. Zoho Flow adds a corresponding contact in Insightly.
Add new FreshBooks clients to Insightly as new contacts
FreshBooks + Insightly
Add new Insightly contacts as customers in Wave
How it works
Add new Insightly contacts as customers in Wave
Insightly + Wave
Add new Insightly leads to ActiveCampaign
This flow creates a new subscriber in ActiveCampaign whenever a new lead is added in Insightly. This lets you reach out to new leads as soon as they enter your sales pipeline.
How it works
1. A new lead is added in Insightly.
2. Zoho Flow adds a subscriber in ActiveCampaign.
Add new Insightly leads to ActiveCampaign
Insightly + ActiveCampaign
Add Insightly contacts to Constant Contact
Newsletters are a great way to keep your customers informed. But they
are also a lot of work if you have to feed new customer information to
your mailing system each time you send one. Use this flow to add
new Insightly contacts to Constant Contact so you can update your
mailing system automatically.
How it works
1. A new contact is added to Insightly.
2. Zoho Flow sends the contact information to Constant Contact.
Add Insightly contacts to Constant Contact
Constant Contact + Insightly
Send Zoho Cliq messages for new Insightly tasks
Get your teammates' attention on important tasks the moment you
add them. When a new task is added in Insightly, this flow posts
it to a specified channel in Zoho Cliq.
How it works
1. A new task is added in Insightly.
2. Zoho Flow sends you a message in Zoho Cliq.
Send Zoho Cliq messages for new Insightly tasks
Zoho Cliq + Insightly
Send new Insightly contacts to Zoho Invoice
Every time you create a new contact in Insightly, this flow adds it to Zoho Invoice. Let Zoho Flow coordinate between your CRM and Invoicing activities.
How it works
1. A new contact is created in Insightly.
2. Zoho Flow makes a copy of it in Zoho Invoice.
Send new Insightly contacts to Zoho Invoice
Insightly + Zoho Invoice
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Supported triggers and actions
All Triggers - A trigger kickstarts the flow
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
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 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.
Similar apps
Bulid 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 Know more
Owain ap Rees
Sales Director, Artico
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
We use Zoho Flow to connect Zoho Subscriptions with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Subscriptions and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
