All integrations
Insightly
CRM Systems
Keep Insightly CRM up to date from your workflows: create, update and find contacts, organizations, leads and opportunities, add tasks and notes, and delete records.
15 actions
Actions
Steps your workflow can run in Insightly.
Create contactAdd a person to Insightly, optionally at an organization.
Update contactChange a contact's details. Only the fields you fill in change.
Find contactsLook up contacts by email, name, phone or another field, or by tag.
Create organizationAdd a company or other organization to Insightly.
Update organizationChange an organization's details. Only the fields you fill in change.
Find organizationsLook up organizations by name, website or phone, or by tag.
Create leadAdd a lead: someone who might become a customer. Status and source default to your account's defaults.
Update leadChange a lead's details or status. Only the fields you fill in change.
Find leadsLook up leads by email, name, company or phone, or by tag.
Create opportunityAdd a deal you're working on, optionally with an organization and a contact.
Update opportunityChange a deal's details, or mark it won or lost. Only the fields you fill in change.
Find opportunitiesLook up deals by name, state or organization, or by tag.
Create taskAdd a to-do, optionally about a contact, organization, lead, opportunity or project. It's assigned to you unless you pick someone else.
Add noteLog a note on a contact, organization, lead, opportunity or project.
Delete recordPermanently delete a contact, organization, lead, opportunity, project, task or note. Deleting one that's already gone succeeds.
Connect in a few clicks
Authenticate once and every action and trigger for the app is ready to drop into a workflow. No glue code, no maintenance.
Automate across your stack
Chain apps together with triggers, actions, and logic that move data between your tools automatically, so work happens without you.
Secure by default
Credentials are encrypted and scoped per workspace. Connect the tools your team already trusts with confidence.
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