Insightly + Slate Integration

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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
Project is created in Insightly
Opportunity is created in Insightly
Opportunity is updated in Insightly
Record is updated in Slate Instant
Record is created in Slate Instant

2.

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Ready Workflows for Insightly + Slate Integration

Just click on the workflow you want to automate

Most popular automation

Create Insightly contact for new Apper record

Automatically creating Insightly contact records for new Apper 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 more

Create Insightly organisation for new Apper record

Slate + Insightly Integration

1of1

Our team

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Our team can create automations for you... At no extra cost!

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Top 10 Most Popular Insightly Automations from
Integrately Community

Just click on the workflow you want to automate

Create ClickUp task for new Insightly task

Create Insightly opportunity for new Autopilot contact

Create Google Calendar event for new Insightly task

Create Insightly contact for new Elementor Forms form submission

Create Insightly contact for new CompanyHub contact

Create ClickUp task for new Insightly task

Create Insightly opportunity for new Autopilot contact

Create Google Calendar event for new Insightly task

Create Insightly contact for new Elementor Forms form submission

Create Insightly contact for new CompanyHub contact

Create Insightly contact for new GetResponse contact

Create opportunity in Insightly for Link is clicked in Woodpecker.co

Send WhatsApp message for new Insightly task

Create Insightly contact for new Ontraport response

Create Insightly contact for new Wufoo form submission

Create Insightly contact for new GetResponse contact

Create opportunity in Insightly for Link is clicked in Woodpecker.co

Send WhatsApp message for new Insightly task

Create Insightly contact for new Ontraport response

Create Insightly contact for new Wufoo form submission

Top 10 Most Popular Slate Automations from
Integrately Community

Most popular

01

Create Google Sheets row for new Apper record

02

Create HubSpot contact for new Apper record

03

Create HubSpot company for new Apper record

04

Create CompanyHub contact for new Apper record

05

Create CompanyHub record for new Apper record

cloud

app integration

06

Create Upnify client for new Apper record

07

Create Emailidea contact for new Apper record

08

Create GoHighLevel contact for new Apper record

09

Create Chatdaddy contact for new Apper record

10

Update Apper record for new Chatdaddy contact

How Integrately Works?

How Integrately Works?

1

Select Automation

Select a trigger from Google Sheets

2

Connect Accounts

Connect Accounts

That’s it! You just connected Google Sheets to Trello

3

Automation is ready

Setup an action from Trello

Connect Insightly + Slate Now

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in $19.⁹⁹

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Want to automate something else in your workflow?

You Can Also Connect Insightly or Slate With 1400+ Other Apps

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.

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Slate

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