Integrate Pipedrive with Insightly
Send information between Pipedrive and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a project within Insightly for every accomplished deal in Pipedrive
Enure timely project kickoff for closed deals to ensure swift implementation. This workflow will initiate a separate project in Insightly for every deal won in Pipedrive.
How it works
- The flow triggers when any detail of an existing deal is updated in Pipedrive.
- Zoho Flow creates a new project in Insightly.
Create a project within Insightly for every accomplished deal in Pipedrive
Pipedrive + Insightly
Build your own integrations between Pipedrive and Insightly
Connect Pipedrive and Insightly with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Pipedrive and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal updated
Triggers when any detail of an existing deal is updated
Organization created
Triggers when a new organization is created
Activity created
Triggers when a new activity is created
Contact person created
Triggers when a new contact person is created
Deal created
Triggers when a new deal is created
Note updated
Triggers when an existing note is updated
Note added
Triggers when a new note is added
Pipeline created
Triggers when a new pipeline is created
Activity updated
Triggers when any detail of an existing activity is updated
Contact person updated
Triggers when any detail of an existing contact person is updated
Pipeline stage created
Triggers when a new pipeline stage is created
New Organization
Triggers when a new organization is created
New Contact
Triggers when a new contact is created
New Task
Triggers when a new task is created
New Project
Triggers when a new project is created
New Opportunity
Triggers when a new opportunity is created
New Lead
Triggers when a new lead is created
All Actions - Actions are the automated tasks
Create deal
Creates a new deal
Create contact person
Creates a new contact person for the selected organization
Create lead
Creates a new lead
Create activity
Creates a new activity
Create organization
Creates a new organization
Create product
Creates a new product
Update deal
Updates the details of an existing deal
Create notes
Creates a new note for the selected lead, deal, person, or organization
Update organization
Updates the details of an existing organization
Update lead
Updates the details of an existing lead
Update notes
Updates the details of an existing note
Update contact person
Updates the details of an existing contact person
Update product
Updates the details of an existing product
Update activity
Updates the details of an existing activity
Fetch person by email address
Fetches the details of an existing person by email address
Fetch product by name
Fetches the details of an existing product by name
Fetch deal by ID
Fetches the details of an existing deal by ID
Fetch user by name
Fetches the details of an existing user by name
Fetch organization by ID
Fetches the details of an existing organization by ID
Fetch activity
Fetches the details of an existing user activity
Fetch lead
Fetch the details of an existing lead by ID or title
Fetch deal by title
Fetches the details of an existing deal by title
Fetch person by phone number
Fetches the details of an existing person by phone number
Fetch person by ID
Fetches the details of an existing person record by ID
Fetch person by name
Fetches the details of an existing person record by name
Fetch organization by name
Fetches the details of an existing organization by name
Create Task
Creates a new task
Create Organization
Creates a new organization
Create Opportunity
Creates a new opportunity
Create Project
Creates a new project
Create Contact
Creates a new contact
Create Lead
Creates a new lead
What is Pipedrive?
Pipedrive is a CRM and pipeline management tool. You can set activities and goals, forecast with built in features, accurately measure your sales with customized reports, and switch to different languages and currencies.
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 is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
Rahul Roushan
CEO, OpIndia
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
