Insightly + Workiom Integration

Connect Insightly to Workiom 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
  • Workiom
    Record is created in Workiom Instant
  • Workiom
    Record is updated in Workiom Instant
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2.

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Ready Workflows Ready Workflows   for Insightly + Workiom Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Workiom + Insightly Integration

Create Insightly contact for new Workiom record

Automatically creating Insightly contact records for new Workiom 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
Insightly + Workiom Integration

Create Workiom record for new Insightly contact

When a new contact is created in your Insightly, you can automatically create a record for them in your Workiom. 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!
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Automations

Top 10 Most Popular Insightly Automations from
Integrately Community

Just click on the workflow you want to automate

Insightly logo
ClickUp logo
Create ClickUp task for new Insightly task
Activate
Autopilot logo
Insightly logo
Create Insightly opportunity for new Autopilot contact
Activate
Insightly logo
Google Calendar logo
Create Google Calendar event for new Insightly task
Activate
Elementor Forms logo
Insightly logo
Create Insightly contact for new Elementor Forms form submission
Activate
CompanyHub logo
Insightly logo
Create Insightly contact for new CompanyHub contact
Activate
Insightly logo
ClickUp logo
Create ClickUp task for new Insightly task
Activate
Autopilot logo
Insightly logo
Create Insightly opportunity for new Autopilot contact
Activate
Insightly logo
Google Calendar logo
Create Google Calendar event for new Insightly task
Activate
Elementor Forms logo
Insightly logo
Create Insightly contact for new Elementor Forms form submission
Activate
CompanyHub logo
Insightly logo
Create Insightly contact for new CompanyHub contact
Activate
GetResponse logo
Insightly logo
Create Insightly contact for new GetResponse contact
Activate
Woodpecker.co logo
Insightly logo
Create opportunity in Insightly for Link is clicked in Woodpecker.co
Activate
Insightly logo
WhatsApp logo
Send WhatsApp message for new Insightly task
Activate
Ontraport logo
Insightly logo
Create Insightly contact for new Ontraport response
Wufoo logo
Insightly logo
Create Insightly contact for new Wufoo form submission
GetResponse logo
Insightly logo
Create Insightly contact for new GetResponse contact
Activate
Woodpecker.co logo
Insightly logo
Create opportunity in Insightly for Link is clicked in Woodpecker.co
Activate
Insightly logo
WhatsApp logo
Send WhatsApp message for new Insightly task
Activate
Ontraport logo
Insightly logo
Create Insightly contact for new Ontraport response
Wufoo logo
Insightly logo
Create Insightly contact for new Wufoo form submission

Top 10 Most Popular Workiom Automations from
Integrately Community

Most popularmost-popular-automations
01
CompanyHub logo
Workiom logo
Create Workiom record for new CompanyHub record
02
Workiom logo
WhatsApp logo
Send WhatsApp message for new Workiom record
03
Workiom logo
Monday.com logo
Create Monday.com item for new Workiom record
04
WPForms logo
Workiom logo
Create Workiom record for new WPForms form submission
05
Workiom logo
Twilio logo
Send Twilio sms for new Workiom record
cloud
Workiom
app integration
06
Workiom logo
sms77 logo
Send sms77 message for new Workiom record
07
Elementor Forms logo
Workiom logo
Create Workiom record for new Elementor Forms form submission
08
WhatsApp logo
Workiom logo
Create Workiom record for new message received in WhatsApp
09
Mautic logo
Workiom logo
Create Workiom record for new Mautic form submission
10
GroovePages logo
Workiom logo
Create Workiom record for new GroovePages response
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How Integrately Works?

1
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Select a trigger from Google Sheets
2
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3
Automation is ready
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Want to automate something else in your workflow?

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

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.
Workiom
Workiom
Workiom allows you to create business applications using a visual drag-and-drop interface. You can create your own custom apps from scratch or by selecting from pre-built business apps.