Integrate Insightly with PipelineDeals
Send information between Insightly and PipelineDeals automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Insightly and PipelineDeals 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
New person, lead, or contact
Triggers when a new person, lead, or contact is created
New deal
Triggers when a new deal is created
Updated deal status
Triggers when the status of an existing deal is updated
Updated deal stage
Triggers when a deal is moved from one stage to another
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
Add person
Adds a new person
Create deal
Creates a new deal
Create activity
Creates a new activity associated with an existing person, company, or deal
Create task
Creates a new calendar task
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
What is PipelineDeals?
PipelineDeals is sales CRM software. You can track deals, assign permissions for team members, and forecast sales with detailed reports.
Similar apps
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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
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