Insightly + Pronnel Integration

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Insightly + Pronnel Integration

Create Pronnel item for new Insightly contact

Insightly and Pronnel are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Insightly, do you also create a item in Pronnel? 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.
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Insightly + Pronnel Integration

Create Pronnel item for new Insightly task

Insightly provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from Insightly. Pronnel is a great tool for this.

All you need to do is - integrate Pronnel with Insightly to create item in Pronnel automatically when certain task occur in Insightly. This can save you time by not having to manually create tasks in both systems.
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Insightly + Pronnel Integration

Create Pronnel item for new Insightly opportunity

Imagine this scenario: you've just negotiated a great opportunity with a potential client, and you want to make sure that the ball is kept in your court by creating a item in Pronnel to ensure that the opportunity goes through. Wouldn't it be great if there was an easy way to do that right from within Insightly? Well now there is!

With our integration between Insightly and Pronnel, creating item in Pronnel is now easier than ever. Whenever a opportunity is created in Insightly, you can automatically create a corresponding item in Pronnel to keep your team up-to-date.
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Insightly + Pronnel 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
  • Pronnel
    Item is commented in Pronnel Instant
  • Pronnel
    Item is created in Pronnel Instant
  • Pronnel
    Item is updated in Pronnel Instant
2.
  • Insightly
    Update opportunity in Insightly
  • 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
  • Pronnel
    Create comment in Pronnel
  • Pronnel
    Create item in Pronnel
  • Pronnel
    Search item in Pronnel
  • Pronnel
    Update item in Pronnel
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