Integrate Insightly with 900+ 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

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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.

Use this flow
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Add new FreshBooks clients to Insightly as new contacts

FreshBooks + Insightly

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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.

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Create Insightly contacts from new Typeform entries

Typeform + Insightly

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Add new Insightly contacts as customers in Wave

Add new CRM contacts as customers in your accounting application. This flow adds new Insightly contacts as customers in Wave.

How it works

1) A new contact is added to Insightly.
2) Zoho Flow adds the contact as a customer is Wave.
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Add new Insightly contacts as customers in Wave

Insightly + Wave

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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.

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Add new Insightly leads to ActiveCampaign

Insightly + ActiveCampaign

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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.

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Add Insightly contacts to Constant Contact

Constant Contact + Insightly

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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.

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Send Zoho Cliq messages for new Insightly tasks

Zoho Cliq + Insightly

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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.

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Send new Insightly contacts to Zoho Invoice

Insightly + Zoho Invoice

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Create contacts in Insightly for new email replies in Autoklose


When someone replies to your sales email, you may want to store their contact information in your CRM. This flow adds people who reply to your sales emails on Autoklose as contacts in Insightly.

How it works
1) A new email reply is received in Autoklose.
2) Zoho Flow creates a contact in Insightly.
Use this flow
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Create contacts in Insightly for new email replies in Autoklose

Autoklose + Insightly

Build your own Insightly integrations

Connect 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

Build your Insightly workflows using the below 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.

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 >

Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

In other words, we use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have the 'forgotten repairs' anymore. 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

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