

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
Connect Copper 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 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

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

Activity created
Triggers when a new activity is created

Person added
Triggers when a new person is added

Lead created
Triggers when a new lead 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

New Organization
Triggers when a new organization is created

New Contact
Triggers when a new contact is created
All Actions - Actions are the automated tasks

Create company
Creates a new company

Add person
Adds a new person

Create opportunity
Creates a new opportunity

Create activity
Creates a new activity for a person, company, opportunity, or lead

Create task
Creates a new task

Create project
Creates a new project

Create or update lead
Creates or updates the details of a lead

Update company
Updates the details of an existing company

Update opportunity
Updates the details of an existing opportunity

Update person
Updates the details of an existing person

Update project
Updates the details of an existing project

Fetch project
Fetches the details of an existing project by name

Fetch person
Fetches the details of a person by email

Fetch company
Fetches the details of an existing company by name

Fetch opportunity
Fetches the details of an existing opportunity by name

Create Project
Creates a new project

Create Contact
Creates a new contact

Create Lead
Creates a new lead

Create Task
Creates a new task

Create Organization
Creates a new organization

Create Opportunity
Creates a new opportunity
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 >