Integrate Insightly with Google Sheets
Send information between Insightly and Google Sheets automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Insightly and Google Sheets using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Worksheet created
Triggers when a new worksheet is created in the selected spreadsheet
Row added - Old version
Triggers when a new row is added to the bottom of the selected worksheet. (Will be deprecated soon)
Row added - New version
Triggers when a new row is added to the bottom of the selected worksheet
Spreadsheet created
Triggers when a new spreadsheet is created
All Actions - Actions are the automated tasks
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
Create row - Old version
Creates a new row in the selected worksheet. (Will be deprecated soon)
Create spreadsheet
Creates a new spreadsheet
Create row - New version
Creates a new row in the selected worksheet
Update row - Old version
Updates the specified row in the selected worksheet. (Will be deprecated soon)
Update row - New version
Updates the specified row in the selected worksheet
Fetch row - New version
Fetches an existing row by the given value
Fetch row - Old version
Fetches an existing row by the given value. (Will be deprecated soon)
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 Google Sheets?
Google Sheets lets you create and edit spreadsheets online. You can collaborate with others, define formulas, and create graphs and charts easily.
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >In other words, we use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have the 'forgotten repairs' anymore. Learn more
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CEO, Lakeside CNC Group
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
