What is Insightly?

Insightly is an effective, easy to use CRM and project management software helping small and medium scale businesses with native integrations to Gmail, Office 365, MailChimp, and all your favourite applications.

Features:

Insightly’s main features include contact & account management, lead management, customer support, reporting & analytics and workflows

Category:

Customer Relationship Management

How the integration works:

Flow.ly automates your work by merging Triggers (like “New Contact”) and Actions (like “Create a Contact”) to complete an action easily in one application while a trigger occurs in another application.

CRM and project management are very important to your company’s growth. This Flow.ly’s integration with Insightly helps you to build that growth by allowing to add and track new contacts, create a new lead, and so much more.

Triggers

New Contact

Triggers when a new contact is created

New Project

Triggers when a new project is created

New Organization

Triggers when a new organization is added

Actions

Create Project

Creates a new project

Create Organization

Creates a new organization

Create Lead

Creates a new lead

Create Contact

Creates a new contact

How Flow.ly works

Flow.ly maximizes productivity by effectively integrating your favourite apps and services to create powerful automated workflows. Using Flow.ly, automatically sync data between your favourite apps, build complicated workflows and modify your workflows as and when you need.

Related Integrations:

Following are the integrations related to FreshSales

Freshsales
Insightly
PipelineDeals
Google Drive

Testimonials

Get started with Flow.ly today

One of the most versatile tools out there in the market. It covers the essentials you might need for your day to day social media
customer-testimonial
Mathilda Foster

Director - Sales

Its a really useful platform and our social media activity has been much better in terms of both organization and analytics.
customer-testimonial
Steven Ortega

Marketing Manager

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