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.

Insightly CRM integrations

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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