Integrate HubSpot CRM with Insightly
Send information between HubSpot CRM and Insightly automatically, without writing any code, using Zoho Flow.
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Create a new project in Insightly for every deal won in HubSpot CRM
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 HubSpot CRM.
How it works
- The flow triggers when a deal is updated in HubSpot CRM.
- Zoho Flow creates a new project in Insightly.
Create a new project in Insightly for every deal won in HubSpot CRM
HubSpot CRM + Insightly
Set up a new task in Insightly whenever a new task is initiated in HubSpot CRM
Facilitate better time management by automating routine task scheduling. This flow will create a new task in Insightly when a new task is created in HubSpot CRM.
How it works
- The flow triggers when a new task is created in HubSpot CRM.
- Zoho Flow creates a new task in Insightly.
Set up a new task in Insightly whenever a new task is initiated in HubSpot CRM
HubSpot CRM + Insightly
Build your own integrations between HubSpot CRM and Insightly
Connect HubSpot CRM and Insightly with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate HubSpot CRM and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact created
Triggers when a new contact is created
Deal created or updated
Triggers when a deal is created or updated
Task created
Triggers when a new task is created
Company created or updated
Triggers when a company is created or updated
Contact created or updated
Triggers when a contact is created or updated
Company created
Triggers when a new company is created
Meeting created
Triggers when a new meeting is created
Deal created
Triggers when a new deal is created
Email created
Triggers when a new email is created
New Contact
Triggers when a new contact is created
New Lead
Triggers when a new lead is created
New Task
Triggers when a new task is created
New Project
Triggers when a new project is created
New Organization
Triggers when a new organization is created
New Opportunity
Triggers when a new opportunity is created
All Actions - Actions are the automated tasks
Create deal
Creates a new deal
Create contact
Creates a new contact
Create ticket
Creates a new ticket
Create task
Creates a new task
Create company
Creates a new company
Create or update contact
Creates a new contact or updates the contact details if the contact already exists
Associate CRM entities
Associates two existing CRM entities
Update contact - By email
Updates the details of an existing contact associated with the specified email
Update company
Updates the details of an existing company
Update contact - By VID
Updates the details of a contact associated with the specified VID
Fetch company - By ID
Fetches the details of an existing company by ID
Fetch ticket pipeline stage - By name
Fetches the details of an existing stages of pipeline in the ticket by name
Fetch company - By name
Fetches the details of an existing company by name
Fetch ticket pipeline - By name
Fetches the details of an existing pipeline in the ticket by name
Fetch deal - By ID
Fetches the details of an existing deal by ID
Fetch contact - By VID or email
Fetches the details of an existing contact by VID or email
Create Event
Creates a new event
Create Opportunity
Creates a new opportunity
Create Organization
Creates a new organization
Create Lead
Creates a new lead
Create Project
Creates a new project
Create Task
Creates a new task
Create Contact
Creates a new contact
What is HubSpot CRM?
HubSpot CRM is a CRM tool that lets you convert prospects into contacts, improvise your strategy based on reports, and manage your contacts and sales funnel from one place.
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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