Insightly and Salesflare
How to connect Insightly
- Via Zapier — 7 operations available. Set it up ↗
- Via Make — 3 modules available. Set it up ↗
About Insightly
Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.
Insightly operations on Zapier
Triggers (4)
Start a workflow when this happens
- Deleted Record — Triggers when a record is deleted.
- New Record — Triggers when a new record is created.
- Updated Field on Record — Triggers when a field of your choosing (i.e. email address, status) is updated on any record of a specified Insightly object (ie. Contact, Lead, Opportunity, etc.).
- Updated Record — Triggers when a record is updated.
Actions (2)
Things Salesflare can make it do
- Create Record — Creates a Record
- Update Record — Updates a Record
Searches (1)
Look up existing records
- Find Record — Finds an existing Record
Insightly operations on Make
Triggers (1)
Start a workflow when this happens
- Watch objects — Triggers when a new object of a selected type is created.
Actions (2)
Things Salesflare can make it do
- Create object — Creates a new object of a selected type.
- Retrieve object — Retrieves an object by its ID and type.
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