Cal.com + Insightly Integration

Connect Cal.com to Insightly - Automate your workflows in 1-click

Leverage Cal.com automations to simplify appointment scheduling, reduce back-and-forth communication, and manage cancellations efficiently. Make use of Insightly automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Get the best of both with Integrately’s Cal.com + Insightly integration.
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Cal.com + Insightly Integration

Create Insightly task for new Cal.com 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 Cal.com 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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Cal.com + Insightly Integration

Create Insightly opportunity for new Cal.com 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 Cal.com, 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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Cal.com + Insightly Integration
1.
  • Cal.com
    Meeting is started in Cal.com Instant
  • Cal.com
    Meeting is ended in Cal.com Instant
  • Cal.com
    Booking is rescheduled in Cal.com Instant
  • Cal.com
    Booking is cancelled in Cal.com Instant
  • Cal.com
    Booking is created in Cal.com Instant
  • Insightly
    Task is created in Insightly
  • Insightly
    Lead is created in Insightly
  • Insightly
    Lead is updated 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
    Opportunity is created in Insightly
  • Insightly
    Project is created in Insightly
  • Insightly
    Opportunity is updated in Insightly
2.
  • Insightly
    Update opportunity in Insightly
  • Insightly
    Create contact in Insightly
  • Insightly
    Search contact in Insightly
  • Insightly
    Create 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
  • Insightly
    Search opportunity in Insightly
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Integrate Cal.com & Insightly In 1 Click
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Integrately is the only automation solution you will ever need. With 1200+ apps and 20 million+ ready 1-click automations, Integrately can automate almost any task from your workflow. Plus, our AI automation builder and 24/5 live chat support make it easy to get started. To top it off, you get a free forever plan. Sign up for Integrately now & start automating!

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