![](https://flow-public.nimbuspop.com/flow-apps/agile_crm.png)
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
Integrate Agile CRM with Insightly
Send information between Agile CRM and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
![](https://flow-public.nimbuspop.com/flow-apps/agile_crm.png)
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
Create a new task in Insightly each time a new task is created in Agile CRM
Prioritize crucial activities by automating repetitive administrative tasks. This flow will create a new task in Insightly when a new task is created in Agile CRM.
How it works
- The flow triggers when a new task is created in Agile CRM.
- Zoho Flow creates a new task in Insightly.
![](https://flow-public.nimbuspop.com/flow-apps/agile_crm.png)
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
Create a new task in Insightly each time a new task is created in Agile CRM
Agile CRM + Insightly
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
![](https://flow-public.nimbuspop.com/flow-apps/agile_crm.png)
Add a new contact in Agile CRM whenever a new contact is added in Insightly
Ensure quick access to contact information across all platforms for enhanced engagement. This flow create a new contact is in Agile CRM each time a new contact is created in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow creates a new contact in Agile CRM.
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
![](https://flow-public.nimbuspop.com/flow-apps/agile_crm.png)
Add a new contact in Agile CRM whenever a new contact is added in Insightly
Insightly + Agile CRM
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between Agile CRM and Insightly
Connect Agile CRM and Insightly with over 900+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Agile CRM and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
![](https://flow-public.nimbuspop.com/flow-apps/agile_crm.png)
New Task
Triggers when a new task is created
![](https://flow-public.nimbuspop.com/flow-apps/agile_crm.png)
New Ticket
Triggers when a new ticket is created
![](https://flow-public.nimbuspop.com/flow-apps/agile_crm.png)
New Deal
Triggers when a new deal is created
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
New Contact
Triggers when a new contact is created
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
New Opportunity
Triggers when a new opportunity is created
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
New Project
Triggers when a new project is created
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
New Organization
Triggers when a new organization is created
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
New Lead
Triggers when a new lead is created
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
New Task
Triggers when a new task is created
All Actions - Actions are the automated tasks
![](https://flow-public.nimbuspop.com/flow-apps/agile_crm.png)
Add note to contact
Adds a note to an existing contact
![](https://flow-public.nimbuspop.com/flow-apps/agile_crm.png)
Create Deal
Creates a new deal
![](https://flow-public.nimbuspop.com/flow-apps/agile_crm.png)
Create Task
Creates a task for the selected contact
![](https://flow-public.nimbuspop.com/flow-apps/agile_crm.png)
Create Ticket
Creates a new ticket
![](https://flow-public.nimbuspop.com/flow-apps/agile_crm.png)
Create Event
Creates a new event
![](https://flow-public.nimbuspop.com/flow-apps/agile_crm.png)
Add note to deal
Adds a note to an existing deal
![](https://flow-public.nimbuspop.com/flow-apps/agile_crm.png)
Create Company
Creates a new company
![](https://flow-public.nimbuspop.com/flow-apps/agile_crm.png)
Create Contact
Creates a new contact
![](https://flow-public.nimbuspop.com/flow-apps/agile_crm.png)
Update Company
Updates the details of an existing Company based on company ID
![](https://flow-public.nimbuspop.com/flow-apps/agile_crm.png)
Update Task
Updates the details of an existing Task based on task ID
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
Create Task
Creates a new task
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
Create Contact
Creates a new contact
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
Create Lead
Creates a new lead
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
Create Project
Creates a new project
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
Create Opportunity
Creates a new opportunity
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
Create Organization
Creates a new organization
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
Create Event
Creates a new event
What is Agile CRM?
Agile CRM is sales and marketing customer relationship management software that lets you schedule appointments, score leads, and automate your marketing tasks. Track deals, email opens, and other metrics instantly.
Similar apps
What is Insightly?
Insightly is a CRM and project management software. You can access everything about a lead from a single page, automate customer communication, and monitor your milestones, tasks, and even resources.
Similar apps
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