Integrate Kylas with Insightly
Send information between Kylas and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new project in Insightly for every deal won in Kylas
Initiate a project promptly following the closure of a deal. This flow will generate a fresh project in Insightly for every deal successfully closed in Kylas.
How it works
- The flow triggers when the details of an existing deal are updated in Kylas.
- Zoho Flow creates a new project in Insightly.
Create a new project in Insightly for every deal won in Kylas
Kylas + Insightly
Set up a new task in Insightly whenever a new task is initiated in Kylas
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 Kylas.
How it works
- The flow triggers when a new task is created in Kylas.
- Zoho Flow creates a new task in Insightly.
Set up a new task in Insightly whenever a new task is initiated in Kylas
Kylas + Insightly
Build your own integrations between Kylas and Insightly
Connect Kylas 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 Kylas and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal created or updated
Triggers when a deal is created or updated
Lead updated
Triggers when the details of an existing lead are updated
Lead created
Triggers when a new lead is created
Deal updated
Triggers when the details of an existing deal are updated
Call logs created or updated
Triggers when a call log is created or updated
Task updated
Triggers when the details of an existing task are updated
Company updated
Triggers when the details of an existing company are updated
Contact created
Triggers when a new contact is created
Contact created or updated
Triggers when a contact is created or updated
Contact updated
Triggers when the details of an existing contact are updated
Deal created
Triggers when a new deal is created
Lead created or updated
Triggers when a lead is created or updated
Task created
Triggers when a new task is created
Company created
Triggers when a new company is created
Task created or updated
Triggers when a task is created or updated
Company created or updated
Triggers when a company is created or updated
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 product or service
Creates a new product or service
Create deal
Creates a new deal
Create lead
Creates a new lead
Create contact
Creates a new contact
Create task
Creates a new task
Create company
Creates a new company
Update lead
Updates the details of an existing lead
Close deal
Closes the specified deal
Update deal
Updates the details of an existing deal
Update contact
Updates the details of an existing contact
Update company
Updates the details of an existing company
Update task
Updates the details of an existing task
Close lead
Close the specified lead
Update product or service
Updates the details of an existing product or service
Fetch company
Fetches the details of an existing company using ID
Fetch product or service
Fetches the details of an existing product or service using ID
Fetch contact
Fetches the details of an existing contact using ID
Fetch deal
Fetches the details of an existing deal using ID
Fetch lead
Fetches the details of an existing lead using ID
Fetch task
Fetches the details of an existing task using ID
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 Kylas?
Kylas is an intuitive CRM solution for growing businesses that helps you identify the right sales opportunities and supports your sales efforts to increase your chances of success.
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.
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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.
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
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