Popular Insightly + Flowlu Workflows
Create Insightly task for new Flowlu opportunity
Create Flowlu organization for new Insightly organisation
Create Flowlu task for new Insightly task
All you need to do is - integrate Flowlu with Insightly to create task in Flowlu automatically when certain task occur in Insightly. This can save you time by not having to manually create tasks in both systems.
Create Flowlu task for new Insightly opportunity
With our integration between Insightly and Flowlu, creating task in Flowlu is now easier than ever. Whenever a opportunity is created in Insightly, you can automatically create a corresponding task in Flowlu to keep your team up-to-date.
Create Flowlu task for updated Insightly contact
Create Flowlu contact for new Insightly contact
However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this Insightly - Flowlu integration, anytime a new Insightly contact is created, an Flowlu contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
Create Flowlu task for new Insightly contact
When you create a contact in Insightly, do you also create a task in Flowlu? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
Create Insightly organisation for new Flowlu organization
When Lead is updated in Insightly > Create task in Flowlu
When Contact is created in Insightly > Check any condition > Create task in Flowlu
When Lead is created in Insightly > Check any condition > Create task in Flowlu
When Contact is created in Insightly > Check condition > Create contact in Flowlu
When Lead is created in Insightly > Check condition > Create contact in Flowlu
- 1of1
Create Your Own Insightly & Flowlu Integration In Clicks
Integrate Insightly & Flowlu 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 & Flowlu 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 & Flowlu 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 IntegrationsFlowlu is the ultimate digital workplace. With Flowlu, you can create and manage all your projects, tasks and projects in one place — from anywhere with an internet connection.
See Flowlu Integrations❤Trusted by 10,000+ Customers
Most upvoted product of the month