Integrate OnePageCRM with Insightly
Send information between OnePageCRM and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a project within Insightly for every accomplished deal in OnePageCRM
Promptly kickstart projects for closed deals to reduce any downtime. This flow will create a new project in Insightly for every deal won in your OnePageCRM.
How it works
- The flow triggers when a deal is won in OnePageCRM.
- Zoho Flow creates a new project in Insightly.
Create a project within Insightly for every accomplished deal in OnePageCRM
OnePageCRM + Insightly
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Supported triggers and actions
Integrate OnePageCRM and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New action
Triggers when a new action is created
Deal won
Triggers when a deal is won
New contact
Triggers when a new contact is created
New pending deal
Triggers when there is a new pending deal
New Contact
Triggers when a new contact is created
New Task
Triggers when a new task is created
New Lead
Triggers when a new lead is created
New Organization
Triggers when a new organization is created
New Project
Triggers when a new project is created
New Opportunity
Triggers when a new opportunity is created
All Actions - Actions are the automated tasks
Create note
Creates a new note for the specified contact
Create contact
Creates a new contact
Fetch contact
Fetches the details of an existing contact
Create Organization
Creates a new organization
Create Opportunity
Creates a new opportunity
Create Lead
Creates a new lead
Create Task
Creates a new task
Create Project
Creates a new project
Create Contact
Creates a new contact
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 >Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
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CEO, OpIndia
Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
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CEO, Lakeside CNC Group
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
