Zoho Recruit + Insightly Integration

Integrate Insightly to Zoho Recruit in one click, or tell Integrately AI how you want each lead handled. Map candidate data, create records instantly, alert your team, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Zoho Recruit
    Record is created or updated in Zoho Recruit
  • Zoho Recruit
    Record is created in Zoho Recruit
  • Zoho Recruit
    Record is updated in view in Zoho Recruit
  • Zoho Recruit
    Record is created in view in Zoho Recruit
  • 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.
  • Zoho Recruit
    Create or Update Record in Zoho Recruit
  • Zoho Recruit
    Search record in Zoho Recruit
  • Zoho Recruit
    Create task in Zoho Recruit
  • Zoho Recruit
    Add tag in Zoho Recruit
  • Zoho Recruit
    Create calls in Zoho Recruit
  • Zoho Recruit
    Create event in Zoho Recruit
  • Insightly
    Update opportunity in Insightly
  • Insightly
    Get opportunity by ID in Insightly
  • Insightly
    Get organization by ID in Insightly
  • Insightly
    Get task by ID in Insightly
  • Insightly
    Update Contact in Insightly
  • Insightly
    Update task in Insightly
  • Insightly
    Create contact in Insightly
  • Insightly
    Search contact in Insightly
  • Insightly
    Create 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
  • Insightly
    Search opportunity in Insightly
  • Insightly
    Delete opportunity in Insightly
  • Insightly
    Link objects in Insightly
  • Insightly
    Get project by ID in Insightly
  • Insightly
    Update project in Insightly
  • Insightly
    Delete project in Insightly

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Ready Workflows Ready Workflows for Insightly + Zoho Recruit Integration

Capture leads, create records, organise candidate details, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Insightly + Zoho Recruit Integration

Create Zoho Recruit record for new Insightly contact

When a new contact is created in your Insightly, you can automatically create a record for them in your Zoho Recruit. 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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Insightly + Zoho Recruit Integration

Create Zoho Recruit task 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. Zoho Recruit is a great tool for this.

All you need to do is - integrate Zoho Recruit with Insightly to create task in Zoho Recruit 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 + Zoho Recruit Integration

Create Zoho Recruit event for new Insightly task

Insightly is a great tool for managing customer information, but it can also be used to manage your schedule. Use this Insightly - Zoho Recruit integration to automatically populate your Zoho Recruit.

When a task is created in Insightly, an event will automatically be created in your Zoho Recruit. This can help you keep track of your schedule and avoid overlapping of appointments.

Just click Activate and connect your Insightly and Zoho Recruit accounts in a matter of minutes.
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Insightly + Zoho Recruit Integration

Create Zoho Recruit task for new Insightly contact

Insightly and Zoho Recruit 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 task in Zoho Recruit? 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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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Insightly + Zoho Recruit flow

Send welcome emails, post Slack updates, schedule candidate interviews, and manage onboarding documents after your core workflow finishes. Pick a combination and activate it in one click.

Zoho Recruit
Insightly
+
GmailGmail (3)
+
SlackSlack (3)
+
CalendlyCalendly (3)
+
ZoomZoom (3)
+
BambooHRBambooHR (3)
+
DocuSignDocuSign (3)
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Add every new Insightly lead to Zoho Recruit, and send a confirmation email in Gmail.
New Insightly leads appear in Zoho Recruit as candidate records instantly while Gmail sends a confirmation email, keeping your pipeline updated without manual work.
Z
I
G
When a candidate is hired in Zoho Recruit, update the contact in Insightly and send a welcome email in Gmail.
Hired candidates update your Insightly contact records automatically while Gmail sends a welcome message, keeping client relations informed right away.
I
Z
G
When an Insightly task is created, create a Zoho Recruit task and notify the hiring manager in Gmail.
Insightly task creation triggers a matching Zoho Recruit task and sends a notification via Gmail, ensuring managers never miss important hiring actions.

Supported triggers and actions for Zoho Recruit and Insightly

Mix and match to build the exact automation you need

Zoho Recruit
Zoho Recruit Triggers & Actions
Record is created or updated in Zoho Recruit
Triggers the automation when a record is created or updated
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Record is created in Zoho Recruit
Triggers the automation when a new record is created
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Record is updated in view in Zoho Recruit
Triggers the automation when a record is updated in view
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Record is created in view in Zoho Recruit
Triggers the automation when a new record is created in a view of a database
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Create or Update Record in Zoho Recruit
Creates or updates a record
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Search record in Zoho Recruit
Searches for a record within a given database
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Create task in Zoho Recruit
Creates a new task
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Add tag in Zoho Recruit
Adds tags to particular items based on predefined criteria
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Create calls in Zoho Recruit
Initiates a call to the recipient
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Create event in Zoho Recruit
Adds a new contact to the contact list
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Insightly
Insightly Triggers & Actions
Task is created in Insightly
Triggers the automation when a new task is created
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Lead is created in Insightly
Triggers the automation when a new lead is created
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Lead is updated in Insightly
Triggers the automation when the lead information is updated
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Organisation is added in Insightly
Triggers the automation when a new organization is created
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Organisation is updated in Insightly
Triggers the automation when any organization's profile is modified
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Contact is updated in Insightly
Triggers the automation when a contact is updated
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Contact is created in Insightly
Triggers the automation when a new contact is created
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Opportunity is created in Insightly
Triggers the automation when any opportunity is updated
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Project is created in Insightly
Triggers the automation when a new project is created
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Opportunity is updated in Insightly
Triggers the automation when an opportunity is updated
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Update opportunity in Insightly
Updates the opportunity details as needed
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Get opportunity by ID in Insightly
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Get organization by ID in Insightly
Retrieves organization details based on ID
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Get task by ID in Insightly
Retrieves task details based on ID
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Update Contact in Insightly
Updates contact information
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Update task in Insightly
Updated a task
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Create contact in Insightly
Adds a new contact to the database
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Search contact in Insightly
Finds and retrieves contact information
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Create opportunity in Insightly
Creates a new instance of the support system
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Create lead in Insightly
Generates new leads for potential customers
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Search lead in Insightly
Retrieves information for a particular lead
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Create task in Insightly
Creates a new task
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Search user in Insightly
Searches for a user
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Create organisation in Insightly
Generates a new invoice
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Search organisation in Insightly
Finds and retrieves information about a organization
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Create project in Insightly
Creates a new project
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Search project in Insightly
Searches for a project
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Get contact by id in Insightly
Retrieves a contact's information based on their id
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Search opportunity in Insightly
Searches for a opportunity
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Delete opportunity in Insightly
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Link objects in Insightly
Try it →
Get project by ID in Insightly
Searches for a project using the id
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Update project in Insightly
Updates a project
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Delete project in Insightly
Auomatically deletes a project
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What can you automate with Insightly + Zoho Recruit?

Streamline your hiring and relationship management by syncing candidate records, updating statuses, and triggering team alerts automatically.

What you can automate?
📥
Sync new leads into Zoho Recruit records automatically
Capture every lead created in Insightly and instantly generate a corresponding candidate record in Zoho Recruit without lifting a finger.
📋
Map every custom field across platforms
Transfer complete candidate profiles, including contact details and background notes, from Insightly straight into Zoho Recruit.
🔔
Alert your hiring team the moment candidates arrive
Send instant notifications to your team whenever a new candidate record or lead is registered in the system.
🔀
Route candidates based on specific criteria
Send enterprise-tier applicants to dedicated recruiters while standard applications follow automated review paths.
🔄
Keep destination records updated dynamically
Automatically update Zoho Recruit candidate records whenever organization or contact details change in Insightly.
🔍
Prevent duplicates with smart search operations
Search existing databases before creating records to ensure every candidate profile remains unique and clean.
📅
Handle candidate stage changes seamlessly
Trigger follow-up tasks, calls, or calendar events as soon as a candidate moves through your recruitment pipeline.
🔌
Extend workflows with team messaging apps
Connect your core recruitment pipeline to Slack to announce newly hired candidates and keep everyone aligned.
And much more...

Who is Insightly + Zoho Recruit integration for?

Recruiters, hiring managers, and operations teams managing candidate pipelines find manual data entry slows them down; automating both apps means applications sync instantly and pipelines stay updated.

Recruitment directors
Recruitment directors
Talent acquisition specialists
Talent acquisition specialists
HR coordinators
HR coordinators
High-volume recruitment agencies
High-volume recruitment agencies
Sales and hiring partners
Sales and hiring partners
Operations leads
Operations leads
📈
Recruitment directors
You're tracking candidate stages in Insightly, but your hiring metrics in Zoho Recruit only update when someone manually exports records, so the dashboard numbers you're reviewing are always a few hours behind — with this integration, every new record syncs instantly and your hiring metrics stay current.
Talent acquisition specialists
You need to act fast when top talent applies, but manual data transfers between Insightly and Zoho Recruit mean promising candidates sit waiting in your inbox — automating both apps means every applicant profile is created instantly and you can reach out right away.
📋
HR coordinators
You answer to hiring leads who want to see candidate progress across platforms, but manual updates lead to missed notes and outdated statuses — connecting these apps means every stage change is logged automatically and stakeholder reviews run smoothly.
🚀
High-volume recruitment agencies
The volume of candidate applications is too high for anyone to keep up by hand, leading to duplicated records and lost candidate details — with this integration, every submission maps cleanly into both platforms without manual data entry.
💼
Sales and hiring partners
You own the client onboarding step and depend on recruiters to hand over candidate details, but delayed handoffs stall your kickoff calls — automating both apps means every hired candidate triggers downstream project tasks immediately.
🗂️
Operations leads
You need a reliable audit history of candidate interactions, but scattered records across Insightly and Zoho Recruit keep creating gaps in your compliance reports — this integration means every candidate activity is recorded across both tools without missing a step.
Our team

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Why choose Integrately to automate Zoho Recruit + Insightly

Build and manage your Zoho Recruit + Insightly automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Zoho Recruit + Insightly with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Insightly to Zoho Recruit?
Frequently Asked Questions
You can connect Insightly to Zoho Recruit in one click using ready templates on Integrately or by asking Integrately AI to build the integration for you. Connect your accounts, choose your workflow, and start syncing data alongside tools like Gmail, Slack, and Calendly instantly.
Can I automatically create Zoho Recruit records from Insightly leads?
Frequently Asked Questions
Can I connect Insightly, Zoho Recruit, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Insightly and Zoho Recruit?
Frequently Asked Questions
How does Insightly handle lead data transfers in this integration?
Frequently Asked Questions
How does Zoho Recruit manage candidate records during automation?
Frequently Asked Questions
Can I automate Insightly and Zoho Recruit without coding skills?
Frequently Asked Questions
Is the Insightly and Zoho Recruit integration free?
Frequently Asked Questions
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You Can Also Connect Insightly or Zoho Recruit With 1500+ Other Apps

Insightly
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Zoho Recruit
Popular Zoho Recruit Integrations
Sync Zoho Recruit with communication, HR, and calendar tools to streamline candidate interviews and team hiring.