Use Zoho Flow to integrate Insightly with PipelineDeals, in atleast 48 different ways, without writing code. Automate any tasks that keep you away from what you do best.

CONNECT

Connect your apps and move data seamlessly

Connect

AUTOMATE

Automate redundant manual tasks and save your precious time and effort

Automate

ORCHESTRATE

Orchestrate your business process by integrating the apps you use efficiently

Orchestrate

Explore prebuilt integration flows to get started

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Didn't find the integration you are looking for? Create one yourself.

All Triggers - A trigger kickstarts the flow

New Task

Triggers when a new task is created

New Contact

Triggers when a new contact is created

New Organization

Triggers when a new organization is created

New Lead

Triggers when a new lead is created

New Opportunity

Triggers when a new opportunity is created

New Project

Triggers when a new project is created

New deal

Triggers when a new deal is created

Updated deal stage

Triggers when a deal is moved from one stage to another

Updated deal status

Triggers when the status of an existing deal is updated

New person, lead, or contact

Triggers when a new person, lead, or contact is created

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All Actions - Action are the automated tasks

Create Contact

Creates a new contact

Create Project

Creates a new project

Create Opportunity

Creates a new opportunity

Create Organization

Creates a new organization

Create Task

Creates a new task

Create Lead

Creates a new lead

Create activity

Creates a new activity associated with an existing person, company, or deal

Create deal

Creates a new deal

Add person

Adds a new person

Create task

Creates a new calendar task

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Insightly

CRMProject Management

PipelineDeals

CRM

What is Zoho Flow?

Zoho Flow is an integration platform that helps you connect your apps without any code. Automate complex business workflows within minutes. Set a trigger, add actions, use Delays and Decisions to create your entire workflow on an easy to use builder.

Testimonial

Owain ap ReesSales Director, Artico

“Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing.” Know more

Watch Zoho Flow in action

Advanced tools to help you build complex workflows in minutes

Webhooks

Use the webhook trigger to receive data from a wide range of services in multiple formats, including JSON, form data, and plain text.

Schedules

Execute actions automatically at specific times every day, or on a particular day of every week, month, or year.

Decisions

Include if/then branches to have your workflows carry out different sets of tasks based on the conditions you specify.

Delays

Set time delays between any two actions in your workflow. Stall actions for hours, days, weeks, or even until a specific date.

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.