Integrate Insightly with Teamleader
Send information between Insightly and Teamleader automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new project in Insightly each time a new project is initiated in Teamleader
Enable seamless tracking and reporting by auto-creating projects in your relationship management software from project management software. This flow will generate a new project in Insightly whenever a new project is created in Teamleader.
How it works
- The flow triggers when a new project is created in Teamleader.
- Zoho Flow creates a new project in Insightly.
Set up a new project in Insightly each time a new project is initiated in Teamleader
Teamleader + Insightly
Add a new contact in Teamleader whenever a new contact is added in Insightly
Ensure quick access to contact information across all platforms for enhanced engagement. This flow will log a new contact in Teamleader whenever 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 Teamleader.
Add a new contact in Teamleader whenever a new contact is added in Insightly
Insightly + Teamleader
Build your own integrations between Insightly and Teamleader
Connect Insightly and Teamleader with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Insightly and Teamleader using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Contact
Triggers when a new contact is created
New Opportunity
Triggers when a new opportunity is created
New Project
Triggers when a new project is created
New Organization
Triggers when a new organization is created
New Lead
Triggers when a new lead is created
New Task
Triggers when a new task is created
Product created
Triggers when a new product is created
Time tracking updated
Triggers when the details of an existing time tracking are updated
Time tracking created
Triggers when a new time tracking is created
Company created
Triggers when a new company is added
Deal created
Triggers when a new deal is created
Invoice paid
Triggers when an invoice is paid
Deal accepted
Triggers when a deal is accepted
Project created
Triggers when a new project is created
Contact added
Triggers when a new contact is added
Invoice booked
Triggers when an invoice is booked
All Actions - Actions are the automated tasks
Create Task
Creates a new task
Create Contact
Creates a new contact
Create Lead
Creates a new lead
Create Project
Creates a new project
Create Opportunity
Creates a new opportunity
Create Organization
Creates a new organization
Create Event
Creates a new event
Create contact
Creates a new contact
Link contact to company
Links a contact to the specified company
Create task
Creates a new task
Create deal
Creates a new deal
Create project
Creates a new project
Create company
Creates a new company
Update task
Updates the details of an existing task
Fetch contact
Fetches a contact by ID
Fetch company
Fetches a company by ID
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
What is Teamleader?
Teamleader is a customer management, project management and invoicing application. It lets you manage customers, convert quotations into projects, track time spent on projects and more.
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
