Insightly CRM Integration and Workflow
Integrate Insightly CRM with your favorite apps
Insightly CRM
Insightly CRM is one of the most popular cloud based CRM software solutions for SMB. It helps manage leads, opportunities, sales pipeline and more.
Create Microsoft Azure AD and ServiceNow workflow in minutes
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Trigger
Contact Updated
Contact updated in Insightly
Event Updated
Event updated in in Insightly
Lead Updated
Lead updated in in Insightly
New Contact Created
New contact created in Insightly
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Actions
Add Contact
Add contact in Insightly
Add Events
Add events in Insightly
Add Lead
Add lead in Insightly
Add Opportunity
Add opportunity in Insightly
Robert Zeitz
Director of Cloud Applications & Service Delivery
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After using a few different automation workflow programs, we decided to go with Workativ for its easy-to-use interface and systems integration. Using Workativ feels like it was truly designed with the user in mind. More importantly, the Workativ team has shown tremendous customer support, allowing us to continue to expand their software’s capabilities to meet our needs.
The Workativ team always considers the users feed backs and needs to create brand new features allowing us to design out the exact workflow we need. With their support we have been able to automate our onboarding, offboarding, and up keeping our employee data across all systems.
We look forward to further exploring the world of automation with their help!
Why Workativ Automate?
Most workflow products are complex, expensive, and bloated with things that you don’t need. Workativ Automate is purpose built iPaaS to help you connect and automate your workplace tasks. It’s easy to use yet powerful, and affordable to all.
Join leading innovators
Simple and Intuitive
Create app integrations and workflows using simple UI interface. No coding or developer support required.
Powerful Tools
Format data, add conditional logic, set approvals, or time intervals into your workflows.
100+ Connectors
Connect 100+ cloud apps. Use app triggers, webhooks to run your workflows.
Secure & Reliable
Data encryption at rest and transit, data retention controls and audit logs. ISO 27001 certified.