Integrate Excel with Insightly
Send information between Excel and Insightly automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Excel and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Worksheet added
Triggers when a new worksheet is added to the selected workbook
Row added
Triggers when a new row is added at the bottom of the selected worksheet
Row added in table
Triggers when a new row is added at the bottom of the selected table
Row added in Team Drive
Triggers when a new row is added to a spreadsheet in Team Drive
New Contact
Triggers when a new contact is created
New Opportunity
Triggers when a new opportunity 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
All Actions - Actions are the automated tasks
Add row to table
Adds a new row to the bottom of the selected table
Add row in Team Drive
Adds a new row in the selected spreadsheet in your Team Drive
Add row
Adds a new row to the bottom of the selected worksheet
Update row in TeamDrive
Updates a new row in your excel sheet from you team drive
Update row
Updates the details of an existing row
Find row
Finds a row based on column value
Find row in Team Drive
Finds a row from your spreadsheet in your Team Drive
Create Task
Creates a new task
Create Contact
Creates a new contact
Create Lead
Creates a new lead
Create Project
Creates a new project
Create Opportunity
Creates a new opportunity
Create Organization
Creates a new organization
Create Event
Creates a new event
What is Excel?
Excel is spreadsheet software that lets you create sheets from templates, collaborate on projects, and view trends with charts or graphs.
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
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.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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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
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Josh Lucas
Head of Operations, AAA Band Rentals
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
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CEO, Fabricroot
