Wicked Reports + Insightly Integration

Connect Wicked Reports to Insightly in 1 click

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1.
  • Insightly
    Task is created in Insightly
  • Insightly
    Lead is created in Insightly
  • Insightly
    Lead is updated 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
    Opportunity is created in Insightly
  • Insightly
    Project is created in Insightly
  • Insightly
    Opportunity is updated in Insightly
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2.

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Ready Workflows Ready Workflows   for Wicked Reports + Insightly Integration

Just click on the workflow you want to automate

Most popular automationmost-popular-automations
Insightly + Wicked Reports Integration

Create Wicked Reports contact for new Insightly contact

If you're using Insightly to manage your sales leads, it's important to also use Wicked Reports to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Insightly, a corresponding contact will automatically be created in Wicked Reports.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Automations

Top 10 Most Popular Wicked Reports Automations from
Integrately Community

Just click on the workflow you want to automate

Google Sheets logo
Wicked Reports logo
Create Wicked Reports contact for new Google Sheets row
Activate
HubSpot logo
Wicked Reports logo
Create Wicked Reports contact for new HubSpot contact
CompanyHub logo
Wicked Reports logo
Create Wicked Reports contact for new CompanyHub record
CompanyHub logo
Wicked Reports logo
Create Wicked Reports contact for new CompanyHub contact
MailerLite Classic logo
Wicked Reports logo
Create Wicked Reports contact for new MailerLite Classic contact
Google Sheets logo
Wicked Reports logo
Create Wicked Reports contact for new Google Sheets row
Activate
HubSpot logo
Wicked Reports logo
Create Wicked Reports contact for new HubSpot contact
CompanyHub logo
Wicked Reports logo
Create Wicked Reports contact for new CompanyHub record
CompanyHub logo
Wicked Reports logo
Create Wicked Reports contact for new CompanyHub contact
MailerLite Classic logo
Wicked Reports logo
Create Wicked Reports contact for new MailerLite Classic contact
Zoho Expense logo
Wicked Reports logo
Create Wicked Reports contact for new Zoho Expense customer
growform logo
Wicked Reports logo
Create Wicked Reports contact for new growform form submission
MachForm logo
Wicked Reports logo
Create Wicked Reports contact for new MachForm form submission
Formester logo
Wicked Reports logo
Create Wicked Reports contact for new Formester form submission
GoZenForms logo
Wicked Reports logo
Create Wicked Reports contact for new GoZenForms form submission
Zoho Expense logo
Wicked Reports logo
Create Wicked Reports contact for new Zoho Expense customer
growform logo
Wicked Reports logo
Create Wicked Reports contact for new growform form submission
MachForm logo
Wicked Reports logo
Create Wicked Reports contact for new MachForm form submission
Formester logo
Wicked Reports logo
Create Wicked Reports contact for new Formester form submission
GoZenForms logo
Wicked Reports logo
Create Wicked Reports contact for new GoZenForms form submission

Top 10 Most Popular Insightly Automations from
Integrately Community

Most popularmost-popular-automations
01
Insightly logo
ClickUp logo
Create ClickUp task for new Insightly task
02
Autopilot logo
Insightly logo
Create Insightly opportunity for new Autopilot contact
03
Insightly logo
Google Calendar logo
Create Google Calendar event for new Insightly task
04
Elementor Forms logo
Insightly logo
Create Insightly contact for new Elementor Forms form submission
05
CompanyHub logo
Insightly logo
Create Insightly contact for new CompanyHub contact
cloud
Insightly
app integration
06
GetResponse logo
Insightly logo
Create Insightly contact for new GetResponse contact
07
Woodpecker.co logo
Insightly logo
Create opportunity in Insightly for Link is clicked in Woodpecker.co
08
Insightly logo
WhatsApp logo
Send WhatsApp message for new Insightly task
09
Ontraport logo
Insightly logo
Create Insightly contact for new Ontraport response
10
Wufoo logo
Insightly logo
Create Insightly contact for new Wufoo form submission
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Want to automate something else in your workflow?

You Can Also Connect Wicked Reports or Insightly With 1400+ Other Apps

Wicked Reports
Wicked Reports
Wicked Reports is a marketing attribution platform that tracks clicks, leads, and sales using 1st-party data—delivering accurate ROAS, CAC insights, and integrations with ads, CRM, and ecommerce tools.
Insightly
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.