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Integrate OnePageCRM with Insightly
Send information between OnePageCRM and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create a project within Insightly for every accomplished deal in OnePageCRM
Promptly kickstart projects for closed deals to reduce any downtime. This flow will create a new project in Insightly for every deal won in your OnePageCRM.
How it works
- The flow triggers when a deal is won in OnePageCRM.
- Zoho Flow creates a new project in Insightly.
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Create a project within Insightly for every accomplished deal in OnePageCRM
OnePageCRM + Insightly
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Build your own integrations between OnePageCRM and Insightly
Connect OnePageCRM 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 OnePageCRM and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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New pending deal
Triggers when there is a new pending deal
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New contact
Triggers when a new contact is created
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Deal won
Triggers when a deal is won
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New action
Triggers when a new action is created
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New Task
Triggers when a new task is created
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New Project
Triggers when a new project is created
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New Opportunity
Triggers when a new opportunity is created
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New Lead
Triggers when a new lead is created
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New Organization
Triggers when a new organization is created
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New Contact
Triggers when a new contact is created
All Actions - Actions are the automated tasks
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Create contact
Creates a new contact
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Create note
Creates a new note for the specified contact
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Fetch contact
Fetches the details of an existing contact
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Create Project
Creates a new project
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Create Contact
Creates a new contact
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Create Lead
Creates a new lead
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Create Task
Creates a new task
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Create Organization
Creates a new organization
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Create Opportunity
Creates a new opportunity
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.
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