Create Unique Insightly CRM Integrations To Automate Resource Intensive Tasks
Save time and resources by automating your Insightly CRM tasks. Ensure your sales, marketing, events and finance teams are all on the same page with our wide range of Insightly Integrations.
Create bespoke Insightly automation workflows to streamline your business processes without any coding! Our simple drag and drop workflow builder lets you connect all of your business’ essential applications, letting you cut out unnecessary data admin today!Case Studies Pre-made Integrations Features Request a Demo
Integrate the apps you run to share data and trigger actions.
Create branching workflows, blending many apps into a seamless process.
Trigger actions on dates, take the right action at the right time.
View reports and ensure your workflows run smoothly.
Your online shop already has the functionality to collect data on customers and orders, so by passing this into your Insightly CRM you will be able to generate more accurate sales reports that represent your business as a whole.
Cyclr’s drag and drop workflow builder allows you to create these connections in minutes, letting you tailor your data requirements to the systems and processes you use.
With new lead, contact and sales data being fed into your Insightly CRM you need a way of segmenting and managing the information so it can be usefully utilised. Having it simply sit in your CRM won’t do you any good at all.
Using Cyclr’s workflow builder you can setup automated commands to send data into your marketing platform’s most appropriate lists and campaigns. Add new contacts or update existing based on what is in your lead title, allowing you to make multiple cycles to populate as many lists or segments you like.
Support ticket generation and management platforms can be a life saver for businesses with high volumes of requests or large support teams. They allow the team to manage everything, including customer interactions, within the application, preventing issues slipping through the gaps.
But what if you want this information added to your Insightly contacts and leads? Cyclr’s workflow builder lets you do that, without adding any extra work to your team.
Once a Shopify Order is placed it is added to Insightly as a completed Opportunity. The customer's email address is then checked against Insightly contacts to see if they are already listed; if they aren't a new contact is created in Insightly.
Support Service Automation! This cycle looks for Insightly opportunities that have been assigned a state with "Support" in it. Once found, it then checks Freshdesk for tickets with the Insightly Opportunity ID in the title, creating a new ticket if it is not found.
The WooCommerce order number is compared to the list of Insightly opportunities. If the number doesn't appear in the list a new completed Opportunity is created.
Use your Contact Form 7 form to submit support enquiries from your website. New entries create an Insightly task for your support team member that is tied to your Insightly contact.
This looks at new Insightly leads, looking for "Website Customer" in the lead title. If it is found their email address is checked against the Mailchimp list (add in your list ID). If it is not in the Website Customer list the contact is added for future website related marketing campaigns.
This integration workflow combines Contact Form 7 and Insightly to allow you add new leads and contacts from your website directly into your Insightly CRM.
This CRM and Marketing automation workflow syncs your Insightly and SendGrid accounts, adding to new Insightly contacts to SendGrid automatically.
Keep your marketing lists up to date! Automatically check to see if your new Insightly CRM contact is in Campaign Monitor and add them if they're not.
This cycle looks for Insightly opportunities that have been assigned a state with "Support" in it. Once found, it then checks Zendesk for tickets with the Insightly Opportunity ID in the title, creating a new ticket if it is not found.
Full list of all Insightly API methods that we provide.
|Add Contact||Adds a contact to Insightly.||action|
|Delete Contact||Delete a contact from Insightly.||action|
|Get Contact||Gets a contact from Insightly.||get|
|Get Contacts by Email||Gets a contact by their email address||get|
|Get New Contacts||Get new contacts from Insightly.||get|
|Get Updated Contacts||Get updated contacts from Insightly.||get|
|List Contacts||Lists contacts from Insightly.||get|
|Update Contact||Updates a contact in Insightly.||action|
|Create Lead||Creates a lead in Insightly.||action|
|Delete Lead||Delete a Lead from Insightly.||action|
|Get Lead||Gets a Lead from Insightly.||get|
|Get Leads by Email||Gets Leads by email address||get|
|Get New Leads||Get a list of new leads from Insightly.||get|
|Get Updated Leads||Get a list of updated leads from Insightly.||get|
|List Lead Statuses||Gets a list of Lead Statuses.||get|
|List Leads||Get a list of leads from Insightly.||get|
|Update Lead||Updates a lead in Insightly.||action|
|Update Lead Status||Updates the status of a lead.||action|
|Add Opportunity||Add an opportunity to Insightly.||action|
|Delete Opportunity||Delete an opportunity from Insightly.||action|
|Get Opportunity||Get an opportunity from Insightly.||get|
|List Opportunities||Get a list of opportunities from Insightly.||get|
|Update Opportunity||Update an opportunity in Insightly.||action|
|Add Task Comment||Add a comment to a task.||action|
|Create Task||Creates a task in Insightly.||action|
|Delete Task||Deletes a task from Insightly.||action|
|Get Task||Gets a task from Insightly.||get|
|Get Task Comments||Get the comments attached to a task.||get|
|Lists Tasks||Lists tasks from Insightly.||get|
|Update Task||Updates a task in Insightly.||action|