Create Salesforce account for new Insightly organisation
Insightly + Salesforce Integration
Insightly + Salesforce Integration
Connect Insightly to Salesforce in 1 click
Integrate Insightly + Salesforce For Free ✔ Free forever. ✔ Use premium features free for 14 days.
Popular Insightly + Salesforce Workflows
Create Salesforce record for new Insightly organisation
Insightly + Salesforce Integration
Create Insightly organisation for new Salesforce account
Salesforce + Insightly Integration
Create Insightly opportunity for new Salesforce opportunity
Salesforce + Insightly Integration
Create Insightly task for new Salesforce opportunity
Salesforce + Insightly Integration
Create Insightly contact for new Salesforce record
Automatically creating Insightly contact records for new Salesforce record entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.
Also, it's one less thing for you to have to remember to do manually. Win-win!
See moreAlso, it's one less thing for you to have to remember to do manually. Win-win!
Create Insightly organisation for new Salesforce record
Salesforce + Insightly Integration
Create Salesforce record for new Insightly contact
When a new contact is created in your Insightly, you can automatically create a record for them in your Salesforce. This way, you'll always have up-to-date information on your contacts and can easily track their progress. Plus, you won't have to manually enter data into multiple systems - it will all be taken care of automatically.
So go ahead and set up this integration - it will make your life much easier!
See moreSo go ahead and set up this integration - it will make your life much easier!
Create Salesforce task for new Insightly contact
In Insightly, when you create a contact, it automatically creates a task in Salesforce for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.
This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
See moreThis makes it easy to stay organized and ensure no important steps are missed when working with a customer.
When Record is created in Salesforce > Check any condition > Create contact in Insightly
Salesforce + Insightly Integration
When Record is created in Salesforce > Check any condition > Create lead in Insightly
Salesforce + Insightly Integration
- 1of5
Create Your Own Insightly & Salesforce Integration Without Any Code
Create Custom Workflow
3x-10x Less Expensive Than Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
Integrate Insightly & Salesforce In 1 Click
And Save Time & Money Both
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!
Want to automate something else in your workflow?
You Can Also Connect Insightly or Salesforce With 1200+ 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 Integrations
Salesforce helps you to organize your business data. The platform allows businesses to connect with its customers in real time and across channels, using analytics to drive better business decisions.
See Salesforce Integrations❤Trusted by 42,000+ Customers
Highest Rated Integration Platform on G2
Connect Insightly + Salesforce Now
In Just 1 Click!
P
ProductHunt
Most upvoted product of the month
