Integrate Copper with Insightly
Send information between Copper 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 Copper
Prioritize crucial activities by automating repetitive administrative tasks. This workflow will create a new task in Insightly each time a new task is created in Copper.
How it works
- The flow triggers when a new task is added in Copper.
- Zoho Flow creates a new task in Insightly.
Create tasks in Insightly as tasks are initiated in Copper
Copper + Insightly
Build your own integrations between Copper and Insightly
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Supported triggers and actions
Integrate Copper and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Opportunity created
Triggers when a new opportunity is created
Activity created
Triggers when a new activity is created
Lead created
Triggers when a new lead is created
Person added
Triggers when a new person is added
Task added
Triggers when a new task is added
Lead updated
Triggers when any detail of an existing lead is updated
Person updated
Triggers when any detail of an existing person is updated
New Project
Triggers when a new project is created
New Task
Triggers when a new task is created
New Lead
Triggers when a new lead is created
New Contact
Triggers when a new contact is created
New Opportunity
Triggers when a new opportunity is created
New Organization
Triggers when a new organization is created
All Actions - Actions are the automated tasks
Create task
Creates a new task
Create company
Creates a new company
Create activity
Creates a new activity for a person, company, opportunity, or lead
Create or update lead
Creates or updates the details of a lead
Create opportunity
Creates a new opportunity
Add person
Adds a new person
Create project
Creates a new project
Update opportunity
Updates the details of an existing opportunity
Update project
Updates the details of an existing project
Update company
Updates the details of an existing company
Update person
Updates the details of an existing person
Fetch person
Fetches the details of a person by email
Fetch project
Fetches the details of an existing project by name
Fetch company
Fetches the details of an existing company by name
Fetch opportunity
Fetches the details of an existing opportunity by name
Create Opportunity
Creates a new opportunity
Create Event
Creates a new event
Create Contact
Creates a new contact
Create Task
Creates a new task
Create Project
Creates a new project
Create Lead
Creates a new lead
Create Organization
Creates a new organization
What is Copper?
Copper is CRM software for Google applications. It lets you work with contextual data, manage deals from Gmail, and view data from multiple sources before making a decision.
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
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.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
