insightly

Workflow Automation Integrations

Build Lifelong Customer Relationships to Grow

Insightly is a CRM for lifelong customer relationships that intensify the long lasting relationships with customers for faster business growth. With Insightly, all your critical sales and business data—leads, contacts, emails, events, quotes, projects, tasks, sales opportunities, and business reports—are organized and secure in one place.

customer relationship management

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.

How Does it Work

Zapup automates your work by merging Triggers (like “New Contact”) and Actions (like “Create a Contact”) to complete an action easily in one application while a trigger occurs in another application. CRM and project management are very important to your company’s growth. This Zapup integration with Insightly helps you to build that growth by allowing to add and track new contacts, create a new lead, and so much more.

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ACTIONS

Create contact

Creates a new contact entry

Create lead

Creates a new contact entry

Create deal

Create a new deal

Create organization

Create a new organization

Create project

Creates a new project

Update contact

Updates a contract

Update lead

Updates a lead with information

Add note to contact

Makes a new note to contract

Add note to deal

Make a new note to a deal

Triggers

New contact

Triggers a new contract

New deal

Triggers a new deal entry

New project

Triggers a new project entry

New organization

Triggers a new organization entry

New lead (Webhook)

Triggers a new lead entry

New task

Seamless Integrations of our Apps

Integrate more to empower your business

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