Integrate Streak with Insightly
Send information between Streak and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create tasks in Insightly as tasks are initiated in Streak
Free up time for critical tasks by automating redundant administrative tasks. This flow will create a new task in Insightly when a new task is created in Streak.
How it works
- The flow triggers when a new task is created in the selected pipeline in Streak.
- Zoho Flow creates a new task in Insightly.
Create tasks in Insightly as tasks are initiated in Streak
Streak + Insightly
Initiate an event in Insightly when a task is created in Streak
Link tasks to events for clear assignment and progress tracking. This flow will initiate an event in Insightly when a task is created in Streak.
How it works
- The flow triggers when a new task is created in the selected pipeline in Streak.
- Zoho Flow creates a new event in Insightly.
Initiate an event in Insightly when a task is created in Streak
Streak + Insightly
Generate a new contact in Streak each time a new contact is created in Insightly
Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will log a new contact in Streak 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 Streak.
Generate a new contact in Streak each time a new contact is created in Insightly
Insightly + Streak
Build your own integrations between Streak and Insightly
Connect Streak and Insightly with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Streak and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Box stage changed
Triggers when the stage of a box in the selected pipeline changes
Pipeline created
Triggers when a new pipeline is created
Contact added
Triggers when a new contact is created in the selected team
Box created
Triggers when a new box is created in the selected pipeline
Stage added
Triggers when a new stage is added to the selected pipeline
Task created
Triggers when a new task is created in the selected pipeline
Box pipeline changed
Triggers when a box is moved between pipelines
Organization created
Triggers when a new organization is created
Box updated
Triggers when the properties of a box is updated in the selected pipeline
Contact updated
Triggers when the details of a contact is updated in the selected team
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
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Create organization
Creates a new organization
Create new box
Creates a new box
Create comment
Creates a new comment
Add contact to box
Adds a contact to the specified box
Create task
Creates a new task in the selected box
Update organization
Updates the details of an existing organization
Update box
Updates the properties of the specified box
Update task
Updates the details of an existing task
Update contact
Updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact by key or email
Fetch box
Fetches the details of the specified box
Fetch task
Fetches the details of an existing task
Fetch organization
Fetches the details of an existing organization by key or name
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
What is Streak?
Streak is a CRM tool that can be integrated with Gmail. Manage deals, support queues, adapt workflows to your business processes, and collaborate with your team without having to rely on developers.
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.
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Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
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
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
