Insightly + Funnel Premium Integration

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Funnel Premium + Insightly Integration

Create Insightly task for new Funnel Premium 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 Funnel Premium 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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Funnel Premium + Insightly Integration

Create Insightly opportunity for new Funnel Premium 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 Funnel Premium, 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 + Funnel Premium 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
  • Funnel Premium
    Form response is created in Funnel Premium Instant
  • Funnel Premium
    Contact is created or updated in Funnel Premium Instant
  • Funnel Premium
    Order is created in Funnel Premium Instant
  • Funnel Premium
    Order is updated in Funnel Premium Instant
  • Funnel Premium
    Product is created in Funnel Premium Instant
  • Funnel Premium
    Product is updated in Funnel Premium Instant
  • Funnel Premium
    Booking is created in Funnel Premium 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
  • Funnel Premium
    Create member in Funnel Premium
  • Funnel Premium
    Delete member in Funnel Premium
  • Funnel Premium
    Update member in Funnel Premium
  • Funnel Premium
    Search contact in Funnel Premium
  • Funnel Premium
    Delete contact in Funnel Premium
  • Funnel Premium
    Update contact in Funnel Premium
  • Funnel Premium
    Create contact in Funnel Premium
  • Funnel Premium
    Create product in Funnel Premium
  • Funnel Premium
    Update product in Funnel Premium
  • Funnel Premium
    Search product in Funnel Premium
  • Funnel Premium
    Create member group in Funnel Premium
  • Funnel Premium
    Update member group in Funnel Premium
  • Funnel Premium
    Delete member group in Funnel Premium
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