1 Click Integrations
When Contact is created in Insightly, create Opportunity in Close

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  • Customize(Optional)
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When this happens
  • Contact is created in Insightly
  • Task is created in Insightly
  • Lead is created in Insightly
  • Opportunity is created in Insightly
  • Organisation is added in Insightly
  • Project is created in Insightly
  • Contact is updated in Insightly
  • Lead is updated in Insightly
  • Organisation is updated in Insightly
  • Lead is created using search query in Close
  • Note is created in Close
  • Contact is created in Close
    Instant
  • Call is created in Close
    Instant
  • Email is created in Close
    Instant
  • Lead Status change is created in Close
    Instant
  • Membership is activated in Close
    Instant
  • Opportunity status change is created in Close
    Instant
  • Email Sequence Subscription created or updated in Close
    Instant
  • Task is created in Close
    Instant
  • Call is updated in Close
    Instant
  • Custom activity is created or updated in Close
    Instant
  • Export is created in Close
    Instant
  • Lead is created in Close
    Instant
  • Meeting is created in Close
    Instant
  • Opportunity is created in Close
    Instant
  • SMS is created in Close
    Instant
Do this
  • Search user in Insightly
  • Search contact in Insightly
  • Search organisation in Insightly
  • Search project in Insightly
  • Search lead in Insightly
  • Search opportunity in Insightly
  • Create contact in Insightly
  • Create task in Insightly
  • Create lead in Insightly
  • Create organisation in Insightly
  • Create project in Insightly
  • Create opportunity in Insightly
  • Create contact in Close
  • Create lead in Close
  • Update lead in Close
  • Add address to lead in Close
  • Delete logged call in Close
  • Delete email in Close
  • Delete email address from contact in Close
  • Merge two leads in Close
  • Create bulk email in Close
  • Create bulk sequence subscription action in Close
  • Run activity overview report in Close
  • Create call in Close
  • Create email in Close
  • Create custom activity in Close
  • Create export in Close
  • Create note in Close
  • Create opportunity in Close
  • Run sent email report in Close
  • Run opportunity report in Close
  • Create smart view in Close
  • Subscribe Contact to Email Sequence in Close
  • Run status change report in Close
  • Create SMS in Close
  • Create task in Close
  • Update call in Close
  • Toggle Forwarding on Phone Number in Close
  • Update custom activity in Close
  • Update contact in Close
  • Update opportunity in Close
  • Update note in Close
  • Update smart view in Close
  • Update email sequence subscription in Close
  • Update task in Close
  • Search contact in Close
  • Search opportunity in Close
  • Search call in Close
  • Search custom activity in Close
  • Search email sequence subscription in Close
  • Search lead in Close
  • Search user in Close
  • Search number of Leads in Query in Close
  • Search connected account in Close
  • Search note in Close
  • Search task in Close

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