Insightly Integrations: Automate Business Workflows With Zoho Flow

Insightly

Use Zoho Flow to integrate Insightly with 650+ apps without writing code. Automate any tasks that keep you away from what you do best.

CONNECT

Connect Insightly with your apps and move data seamlessly

AUTOMATE

Automate redundant manual tasks and save your precious time and effort

ORCHESTRATE

Orchestrate your business process by integrating the apps you use efficiently

Popular integrations

Constant Contact
Constant Contact is an email marketing software that lets you manage events, create surveys, and even add mobile-responsive coupons. You can track every click, activate autoresponders, manage contacts, and make use of the professional email templates or create your own. Category : Email Marketing, Marketing Automation
Excel
Excel is spreadsheet software that lets you create sheets from templates, collaborate on projects, and view trends with charts or graphs. Category : Popular, Microsoft, Spreadsheets
FireText
FireText is an SMS marketing tool. You can manage contacts in groups, track SMS messages, and convert SMS messages to emails. Category : Phone / SMS
Google Calendar
Google Calendar lets you schedule meetings and events and get reminders about upcoming activities. You can schedule events, invite guests, and customize your calendar to suit your needs. Category : Google, Calendar, Popular
Google Sheets
Google Sheets lets you create and edit spreadsheets online. You can collaborate with others, define formulas, and create graphs and charts easily. Category : Google, Popular, Spreadsheets
Google Tasks
Google Tasks is a task list manager that helps keep track of your daily to-do list and deadlines. You can create tasks, organize them into lists, and add notes and due dates. Category : Google, Popular, To Do Lists
GoToWebinar
GoToWebinar is an online conference and webinar tool. You can plan webinars, track channels that promoted signups, and record webinars to share online. Category : Webinars, Video Calls, Event Management
JotForm
JotForm is online form-building software that supports customization and collaboration. You can change styles, enable auto-fill, add metadata, and show or hide fields based on a user's response. Category : Popular, Forms
Kissflow
Kissflow is a workflow management tool that automates your business process workflows. You can install apps, define permissions for your tasks, and monitor progress of your workflows. Category : Popular, Product Management
LiquidPlanner
LiquidPlanner is project management software for teams. Manage time and resources flexibly, set dependencies, and ensure punctual delivery with deadline alerts. Category : Project Management
Mailchimp
Mailchimp is a marketing automation tool that lets you find and really connect with your audience. You can personalize emails, find prospective customers on social media, and analyze your performance using dashboard insights. Category : Popular, Email Marketing
Monday
Monday (previously Dapulse) is a project management tool that lets you manage everything from a single board. It also enables organizations to build custom workflow apps in a code-free environment. Category : Popular, Project Management
PipelineDeals
PipelineDeals is sales CRM software. You can track deals, assign permissions for team members, and forecast sales with detailed reports. Category : CRM
QuickBooks
Quickbooks is an accounting software package that lets you manage expenses, create invoices, and track inventory. Category : Popular, Accounting
Salesforce
Salesforce is CRM software that lets you manage sales, deliver personalized messages, and predict outcomes with AI-powered analytics. Category : CRM, Popular
Shopify
Shopify is an ecommerce platform that lets you build and manage your online store. You can integrate with the payment gateway of your choice, enjoy unlimited bandwidth, and gain insight into your store's performance with accurate reports. Category : Popular, E Commerce
Twilio
Twilio is a platform that lets developers receive and send SMS and voice calls. With message queueing, global numbers, and smart encoding, you can easily set up your communication system. Category : Phone / SMS, Popular
Twitter
Twitter is a social media platform that lets you tweet, retweet, follow people or pages, and search for people and tweets. It lets you use hashtags to categorize and filter, reply to someone's tweet, and more. Category : Social Media Marketing
Wufoo
Wufoo is a form builder that lets you customize themes and analyze real-time results. You can use device-responsive templates, accept payments, and collect responses from websites. Category : Forms
Zoho CRM
Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads. Category : CRM, Popular, Sales Automation, Zoho
Outlook
Outlook is email software that lets you manage contacts, set reminders, and share calendars with coworkers. Category : Popular, Microsoft, Email
Office 365
Office 365 is a suite of cloud apps by Microsoft. You can manage all your services from one place, collaborate with colleagues, and access data across devices. Category :
WordPress.com
WordPress.com is a content management system with themes and design customizations. Powerful editing and analytics help you create better content for your audiences. Category : CMS, Websites
Gmail for G Suite
Gmail is an email service developed by Google. It supports up to 15 GB of storage, high-priority notifications, and smart compose that lets you draft emails faster. Category : Google, Popular, Email

Insightly supports following triggers and actions

All Triggers - A trigger kickstarts the flow

New Task

Triggers when a new task is created

New Project

Triggers when a new project is created

New Opportunity

Triggers when a new opportunity is created

New Lead

Triggers when a new lead is created

New Organization

Triggers when a new organization is created

New Contact

Triggers when a new contact is created

All Actions - Action are the automated tasks

Create Project

Creates a new project

Create Contact

Creates a new contact

Create Lead

Creates a new lead

Create Task

Creates a new task

Create Organization

Creates a new organization

Create Opportunity

Creates a new opportunity

Search for 550+ apps

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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.

Categories : CRM, Popular, Project Management, Sales Automation

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.

Access Zoho Flow

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

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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.