Insightly + BrandPros Integration

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BrandPros + Insightly Integration

Create Insightly task for new BrandPros event

Creating task in Insightly is a great way to keep track of task that need to be completed when an event is created in your BrandPros account.

With the help of this integration, when an event is created, a task will be automatically created in Insightly and will include the details of the event (name, email address, etc.).

This makes it easy to keep track of any task that need to be completed related to the new event. You can then simply assign the task to someone on your team and they can get started!
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BrandPros + Insightly Integration

Create Insightly opportunity for new BrandPros event

In your business, you may need to track when someone is invited to an event. You can do this by creating a opportunity in Insightly.

But manually creating a opportunity can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created in BrandPros, it will trigger a corresponding opportunity creation in Insightly.

This makes it easy to keep track of all the interactions that person has with your company. By using opportunity, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
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Insightly + BrandPros Integration
1.
  • Insightly
    Task is created in Insightly
  • Insightly
    Lead is created in Insightly
  • Insightly
    Lead is updated in Insightly
  • Insightly
    Opportunity is created in Insightly
  • Insightly
    Organisation is added in Insightly
  • Insightly
    Organisation is updated in Insightly
  • Insightly
    Contact is updated in Insightly
  • Insightly
    Contact is created in Insightly
  • Insightly
    Project is created in Insightly
  • BrandPros
    Booking is created in BrandPros Instant
  • BrandPros
    Form response is created in BrandPros Instant
  • BrandPros
    Contact is created or updated in BrandPros Instant
  • BrandPros
    Order is created in BrandPros Instant
  • BrandPros
    Order is updated in BrandPros Instant
  • BrandPros
    Product is created in BrandPros Instant
  • BrandPros
    Product is updated in BrandPros Instant
2.
  • Insightly
    Create contact in Insightly
  • Insightly
    Search contact in Insightly
  • Insightly
    Create opportunity in Insightly
  • Insightly
    Search opportunity in Insightly
  • Insightly
    Create lead in Insightly
  • Insightly
    Search lead in Insightly
  • Insightly
    Create task in Insightly
  • Insightly
    Search user in Insightly
  • Insightly
    Create organisation in Insightly
  • Insightly
    Search organisation in Insightly
  • Insightly
    Create project in Insightly
  • Insightly
    Search project in Insightly
  • Insightly
    Get contact by id in Insightly
  • BrandPros
    Create member in BrandPros
  • BrandPros
    Delete member in BrandPros
  • BrandPros
    Update member in BrandPros
  • BrandPros
    Delete contact in BrandPros
  • BrandPros
    Search contact in BrandPros
  • BrandPros
    Update contact in BrandPros
  • BrandPros
    Create contact in BrandPros
  • BrandPros
    Create product in BrandPros
  • BrandPros
    Update product in BrandPros
  • BrandPros
    Search product in BrandPros
  • BrandPros
    Create member group in BrandPros
  • BrandPros
    Update member group in BrandPros
  • BrandPros
    Delete member group in BrandPros
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