Insightly CRM

Insightly CRM

Create your customized scenario with Integromat. Automate repetitive tasks involved in using Insightly CRM and make your work easier.

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What is Integromat?

GmailWatch emailsGoogle SheetsAdd a rowGmailIterate attachmentsRouterFacebookCreate a postArchiveCreate an archiveDropboxUpload a fileDocuments onlyImages onlyWhen new email arrivesAdd a row to a sheetProcess attachmentsone by one ...Post images to pageZip all documentsUpload archive

Integromat will automate processes that you currently handle manually. It is not only capable of connecting apps but can also transfer and transform data. It works 24 hours a day, seven days a week and does not require your intervention. Simply set Integromat to do what you want and let it work for you. Save your time!

Triggers

Insightly CRM

Watch objects

Triggers when a new object of a selected type is created.

Actions

Insightly CRM

Create object

Creates a new object of a selected type.

Insightly CRM

Retrieve object

Retrieves an object by its ID and type.

About Insightly CRM

Insightly is an easy, powerful and affordable online customer relationship & project management software.

  • Manage your leads, contacts, organizations, partners, vendors and suppliers
  • Linking (direct relationships between contacts, organizations, opportunities, and projects)
  • Create milestones, pipelines and tasks for projects
  • See the recent activity of any project, and track project performance against milestones
  • Advanced reports - create custom, tabular reports through an easy-to-use design using drag and drop
  • Powerful integration with email, G Suite, Office 365 & More
  • iOS and Android apps available

Integrate Insightly CRM with these services