Integrate Insightly with HighLevel

Send information between Insightly and HighLevel automatically, without writing any code, using Zoho Flow.

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Create a new contact is in HighLevel each time a new contact is created in Insightly

Having precise contact details empowers your sales team to deliver timely communications to users. This flow will add a new contact in HighLevel whenever a new contact is added in Insightly.

How it works
  1. The flow triggers when a new contact is created in Insightly.
  2. Zoho Flow creates a new contact in HighLevel.
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Create a new contact is in HighLevel each time a new contact is created in Insightly

Insightly + HighLevel

Build your own integrations between Insightly and HighLevel

Connect Insightly and HighLevel with over 800+ 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 HighLevel using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

New Contact

Triggers when a new contact is created

New Opportunity

Triggers when a new opportunity is created

Contact tag added or removed

Triggers when a new contact tag is added or an existing contact is removed

Pipeline stage changed

Triggers when the stage of an existing pipeline is changed

Opportunity status changed

Triggers when the status of an opportunity is changed

Contact added

Triggers when a new contact is created

Contact updated

Triggers when the details of an existing contact are updated

All Actions - Actions are the automated tasks

Create Organization

Creates a new organization

Create Contact

Creates a new contact

Create Project

Creates a new project

Create Task

Creates a new task

Create Lead

Creates a new lead

Create Opportunity

Creates a new opportunity

Create task

Creates a new task

Create user

Create a new user

Create business

Creates a new business

Add tag to contact

Adds a tag to the specified contact

Add contact to campaign

Adds a contact to an existing campaign

Create contact

Creates a new contact

Create opportunity

Creates a new opportunity

Update opportunity

Update the details of an existing opportunity by ID

Update contact

Update the details of an existing contact by ID

Update user

Update the details of an existing user by ID

Fetch contact

Fetches the details of an existing contact by query

Remove tag from contact

Removes a tag from the specified contact

Remove contact from campaign

Removes a contact from an existing campaign

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.

What is HighLevel?

HighLevel is an all-in-one sales and marketing platform for agencies. It lets you create landing pages, multi-channel campaigns, membership areas, and more.

Marketing Automation

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.

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Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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

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