Integrate Insightly with Outlook
Send information between Insightly and Outlook automatically, without writing any code, using Zoho Flow.
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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
Task created
Triggers when a new task is added to the selected list
Event created
Triggers when a new event is created
Email sent
Triggers when a new email is sent
Event updated
Triggers when the details of an existing event are updated
Email received
Triggers when a new email is received
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
Create event
Creates a new event
Reply to email
Replies to the specified email
Create contact
Creates a new contact
Flag email
Flags the specified email
Send email
Creates and sends a new email
Create task
Creates a new task in the selected list
Update event
Updates a event by id
Update task
Updates the details of an existing task in the selected list
Update contact
Updates the details of an existing contact
Fetch task
Fetches the details of an existing task by title or ID from the selected list
Fetch calendar
Fetches the details of a calendar by name
Find contact folder
Finds a folder by name
Fetch contact
Fetches the details of an existing contact by email address from the default contacts folder
Fetch event
Fetches the details of an existing event by title or ID from the selected calendar
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.
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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
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We chose Zoho Flow for its ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
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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.
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Director, Perth Security Services
