

Integrate Upsales with Insightly
Send information between Upsales and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started


Initiate a new task in Insightly whenever an order is created in Upsales
Prevent new orders from being forgotten or delayed by creating tasks. This flow will add a new task to Insightly whenever a new order is placed in Upsales.
How it works
- The flow triggers when a new order is created in Upsales.
- Zoho Flow creates a new task in Insightly.


Initiate a new task in Insightly whenever an order is created in Upsales
Upsales + Insightly


Generate a new contact in Upsales each time a new contact is created in Insightly
Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will log a new contact in Upsales whenever a new contact is created in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow creates a new contact in Upsales.


Generate a new contact in Upsales each time a new contact is created in Insightly
Insightly + Upsales

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Supported triggers and actions
Integrate Upsales and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow

Contact created
Triggers when a new contact is created

Appointment created
Triggers when a new appointment is created

Opportunity created
Triggers when a new opportunity is created

Order created
Triggers when a new order is created

Company created
Triggers when a new company is created

User created
Triggers when a new user is created

Activity created
Triggers when a new activity is created

Event created
Triggers when a new event is created

Product created
Triggers when a new product 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 Contact
Triggers when a new contact is created

New Opportunity
Triggers when a new opportunity is created
All Actions - Actions are the automated tasks

Create activity
Creates a new activity

Create contact
Creates a new contact

Create order
Creates a new order

Create company
Creates a new company

Create product
Creates a new product

Create appointment
Creates a new appointment

Create Organization
Creates a new organization

Create Contact
Creates a new contact

Create Project
Creates a new project

Create Task
Creates a new task

Create Lead
Creates a new lead

Create Opportunity
Creates a new opportunity
What is Upsales?
Upsales is a sales and marketing platform that allows you to target customers based on various parameters, enable digital signatures to close deals faster, and schedule customized reports that can be sent to your team.
Similar apps
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
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