Workflow Automation Integrations
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.
Sign Up FREE for 10 usersInsightly 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.
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.
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
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
Triggers a new task entry
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