Insightly

Use Zoho Flow to integrate Insightly with 400+ 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

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

Prebuilt Insightly integration flows to get started

Add new FreshBooks clients to Insightly as new contacts

Use this flow

Add new Insightly leads to ActiveCampaign

Use this flow

Add Insightly contacts to Constant Contact

Use this flow

Send Zoho Cliq messages for new Insightly tasks

Use this flow

Send new Insightly contacts to Zoho Invoice

Use this flow

Create Insightly contacts from new Typeform entries

Use this flow
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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 : Project Management, Sales Automation, Popular, CRM

Triggers

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

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Actions

Create Task

Creates a new task

Create Organization

Creates a new organization

Create Opportunity

Creates a new opportunity

Create Project

Creates a new project

Create Contact

Creates a new contact

Create Lead

Creates a new lead

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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.

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Testimonial

Derek MurashigeCIO, Western Container Sales

“With webhook support and a rich ecosystem of business apps, Zoho Flow has helped us automate our order fulfillment process, and allowed us more control over data and its movement across apps. The platform is very intuitive and easy to use.”

Watch Zoho Flow in action

How Zoho Flow Works

Zoho Flow is an integration platform that lets you create smart workflows among your cloud apps. It works on the basis of a trigger that sets your workflow in motion, and a series of actions that automatically execute as a result of the trigger.

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