Integrate Salesflare with Insightly
Send information between Salesflare and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up tasks in Insightly when new tasks are initiated in Salesflare
Prioritize crucial activities by automating repetitive administrative tasks. This flow will create a new task in Insightly when a new task is created in Salesflare.
How it works
- The flow triggers when a new task is created in Salesflare.
- Zoho Flow creates a new task in Insightly.
Set up tasks in Insightly when new tasks are initiated in Salesflare
Salesflare + Insightly
Build your own integrations between Salesflare and Insightly
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Supported triggers and actions
Integrate Salesflare and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New task
Triggers when a new task is created
New account
Triggers when a new account is created
New contact
Triggers when a new contact is created
New opportunity
Triggers when a new opportunity is created
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
Add contact to account
Adds an existing contact to the selected account
Create opportunity
Creates a new opportunity
Create meeting
Creates a new meeting
Create account
Creates a new account
Add user to account
Adds an existing user to the selected account
Create task
Creates a new task
Create contact
Creates a new contact
Create call
Creates a new call
Fetch account
Fetches an account by ID, name, domain, or tags
Fetch opportunity
Fetches an opportunity by ID, name, or account
Fetch pipeline stage
Fetches a pipeline stage by stage ID, stage name, or pipeline name
Fetch contact
Fetches a contact by ID, name, email, phone, account, or tags
Fetch person
Fetches a person by ID, name, or email
Fetch user
Fetches a user by ID, name, or email
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 >We are very pleased with Zoho, especially Zoho Flow. Zoho Flow has helped us break down data silos and ensured our teams work together seamlessly. It has streamlined our processes and systems, resulting in around an 80% reduction in our tickets and escalations. We didn’t need to hire a developer, as Zoho Flow is highly user-friendly and easy to use.
Mattias Johansson
CEO, Syncify
Zoho Flow has helped us save close to 3,500 hours per year and increased our revenue by over half a million euros per year across all selling channels. Its versatility and limitless capabilities ensured we can run complex workflows and automate our business without increasing labor costs. Their custom functions are a game changer for us and it ensures all our data is in sync across all the systems.
Ferdinando Ploschberger
Business Controller & Process Transformation Manager, LMDP (La Maison des parents d’enfants handicapés)
Using Zoho Flow, we’re able to tie together different Zoho applications into a cohesive and sophisticated system. It has also enabled SHARC to avoid messy external solutions, like Zapier, that can be a struggle to maintain and create more costs. Zoho Flow directly saved over 400 hours/year of the staff’s time from having to input or interact with the system unnecessarily, and improved accuracy by reducing human error.
Brett Stewart
Senior Project Manager, Syncify
