ClicData + Insightly Integration
Connect ClicData to Insightly in 1 click
Free forever.Use premium features free for 14 days.1.
Task is created in Insightly- Lead is created in Insightly
- Lead is updated in Insightly
- Organisation is added in Insightly
- Organisation is updated in Insightly
- Contact is updated in Insightly
- Contact is created in Insightly
- Opportunity is created in Insightly
- Project is created in Insightly
- Opportunity is updated in Insightly
2.
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Top 10 Most Popular Insightly Automations from
Integrately Community
Most popular
01
Create ClickUp task for new Insightly task
02
Create Insightly opportunity for new Autopilot contact
03
Create Google Calendar event for new Insightly task
04
Create Insightly contact for new Elementor Forms form submission
05
Create Insightly contact for new CompanyHub contact
06
Create Insightly contact for new GetResponse contact
07
Create opportunity in Insightly for Link is clicked in Woodpecker.co
08
Send WhatsApp message for new Insightly task
09
Create Insightly contact for new Ontraport response
10
Create Insightly contact for new Wufoo form submission
Most popular
01
Create ClickUp task for new Insightly task
02
Create Insightly opportunity for new Autopilot contact
03
Create Google Calendar event for new Insightly task
04
Create Insightly contact for new Elementor Forms form submission
05
Create Insightly contact for new CompanyHub contact
06
Create Insightly contact for new GetResponse contact
07
Create opportunity in Insightly for Link is clicked in Woodpecker.co
08
Send WhatsApp message for new Insightly task
09
Create Insightly contact for new Ontraport response
10
Create Insightly contact for new Wufoo form submission
How Integrately Works?
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2
Connect Accounts
3
Automation is ready
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ClicData
ClicData is an all‑in‑one cloud data & BI platform that connects 500+ sources, cleans & transforms data, builds dashboards & reports, and automates alerts—helping teams visualize insights and make data‑driven decisions quickly.
Insightly
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.
