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Insightly

Use Zoho Flow to integrate Insightly with 500+ 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

Explore prebuilt Insightly integration flows to get started

Create contacts in Insightly for new email replies in Autoklose

Use this flow

Add new FreshBooks clients to Insightly as new contacts

Use this flow

Add new Insightly contacts as customers in Wave

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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Popular integrations

  • Autoklose

    Autoklose

    Autoklose is a sales email automation platform with built-in B2B sales contact databases. It lets you reach out to your leads while creating and managing your contacts, campaigns, and teams.  Category : Marketing Automation
  • FreshBooks

    FreshBooks

    FreshBooks is accounting software for tracking time, expenses, and tasks. You can customize invoices, generate insightful reports, manage clients, and set up online payment processing in a few steps. Category : Project Management, Proposals & Invoices, Accounting, Time Tracking
  • Wave

    Wave

    Wave is a financial software tool that provides solutions like accounting, invoicing, receipts, etc. Category : Accounting
  • ActiveCampaign

    ActiveCampaign

    ActiveCampaign is a marketing platform that helps you send campaigns, design newsletters, automate channels, and close deals faster. You can segment emails, add dynamic data, perform split testing, and manage your text-messaging marketing. Category : Email Newsletters, Sales Automation, Drip Emails, Popular, Marketing Automation
  • Constant Contact

    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 Newsletters, Marketing Automation
  • Zoho Cliq

    Zoho Cliq

    Zoho Cliq is business communication software for team chat and collaboration. You can share files, create events, and make unlimited audio and video calls with absolute privacy. Category : Zoho, Team Collaboration, Team Chat
  • Zoho Invoice

    Zoho Invoice

    Zoho Invoice is online invoicing software that helps you craft invoices, automatically send payment reminders and get paid faster online. You can send estimates, track them, turn them into invoices, and get a detailed report of sales, tax, and expenses. Category : Zoho, Proposals & Invoices
  • Typeform

    Typeform

    Typeform is a web-based platform for building forms for collecting and sharing information. You can create forms in different languages, add calculators for pricing, hide specific fields, and even integrate your forms into other applications easily. Category : Forms
  • Excel

    Excel

    Excel is spreadsheet software that lets you create sheets from templates, collaborate on projects, and view trends with charts or graphs. Category : Spreadsheets, Popular, Microsoft
  • FireText

    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

    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 : Calendar, Popular, Google
  • Google Sheets

    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 : Spreadsheets, Popular, Google
  • Google Tasks

    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 : To-do Lists, Popular, Google
  • GoToWebinar

    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
  • JotForm

    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 : Forms, Popular
  • Kissflow

    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 : Product Management, Popular
  • LiquidPlanner

    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
  • Monday

    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 : Project Management, Popular, Team Collaboration
  • PipelineDeals

    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

    Quickbooks is an accounting software package that lets you manage expenses, create invoices, and track inventory. Category : Accounting
  • Salesforce

    Salesforce

    Salesforce is CRM software that lets you manage sales, deliver personalized messages, and predict outcomes with AI-powered analytics. Category : CRM
  • Shopify

    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 : Ecommerce, Premium
  • Twilio

    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
  • Twitter

    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
  • Wufoo

    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

    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 : Zoho, Sales Automation, CRM
  • Outlook

    Outlook

    Outlook is email software that lets you manage contacts, set reminders, and share calendars with coworkers. Category : Popular, Microsoft, Email
  • Mailchimp

    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 :

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

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All Actions - Action are the automated tasks

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 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

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 Rees Sales 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