Popular Insightly + Salesforce Workflows
Create Salesforce opportunity for new Insightly opportunity
Create Salesforce task for new Insightly opportunity
Create Salesforce record for new Insightly organisation
Create Salesforce record for new Insightly opportunity
Create Insightly organisation for new Salesforce account
Create Insightly opportunity for new Salesforce opportunity
Create Insightly task for new Salesforce opportunity
Create Insightly contact for new Salesforce record
Also, it's one less thing for you to have to remember to do manually. Win-win!
Create Insightly organisation for new Salesforce record
Create Salesforce record for new Insightly contact
So go ahead and set up this integration - it will make your life much easier!
Create Salesforce task for new Insightly contact
This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
- 1of3
Create Your Own Insightly & Salesforce Integration In Clicks
Integrate Insightly & Salesforce In 1 Click
And Save Time & Money Both
Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Insightly & Salesforce with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.
You Can Also Integrate Insightly & Salesforce With 1100+ Other Apps
Insightly's powerful CRM and project management software solution gives small to medium sized businesses the tools they need to manage their contacts, track relationships, monitor sales pipeline, organize projects and more.
See Insightly IntegrationsSalesforce helps you to organize your business data. The platform allows businesses to connect with its customers in real time and across channels, using analytics to drive better business decisions.
See Salesforce Integrations❤Trusted by 10,000+ Customers
Most upvoted product of the month