Insightly CRM + Hipcall Integration
Insightly is a project management platform targeted at growing mid-sized businesses to track relationships, manage their contacts, organize projects, and more. That helps to securely build customer relationships, manage all their customer data, deliver projects, and accelerate sales on time every time.
When this happens (Triggers)
Do this (Actions)
Create task
Creates a new task.
Creates a new task.
Update task
Updates an existing task.
Updates an existing task.
Create contact
Creates a new contact.
Creates a new contact.
Update contact
Updates an existing contact.
Updates an existing contact.
Create company
Creates a new company.
Creates a new company.
Update company
Updates an existing company.
Updates an existing company.
Create deal
Creates a new deal.
Creates a new deal.
Update deal
Updates an existing deal.
Updates an existing deal.
Call init
When a call start.
When a call start.
Call hangup
When the call hangup.
When the call hangup.
Create callback
When the caller create a new callback request.
When the caller create a new callback request.
New Contact
Triggers when a new contact is added
Triggers when a new contact is added
New Lead
Triggers when a new lead is created
Triggers when a new lead is created
New Opportunity
Triggers when a new opportunity is created
Triggers when a new opportunity is created
New Organization
Triggers when a new organization is created
Triggers when a new organization is created
New Project
Triggers when a new project is created
Triggers when a new project is created
New Task
Triggers when a new task is created
Triggers when a new task is created
Updated Contact
Triggers when a contact is updated
Triggers when a contact is updated
Opportunity Created or Updated
Triggers when a opportunity is created or existing opportunity is updated.
Triggers when a opportunity is created or existing opportunity is updated.
Project Created or Updated
Triggers when a project is created or existing project is updated.
Triggers when a project is created or existing project is updated.
Lead Created or Updated
Triggers when a lead is created or existing lead is updated.
Triggers when a lead is created or existing lead is updated.
Add a Contact
Adds a new contact to your account.
Adds a new contact to your account.
Add a Lead
Adds a new lead.
Adds a new lead.
Create a Project
Creates a new project and assign it to the responsible user.
Creates a new project and assign it to the responsible user.
Add an Opportunity
Adds a new opportunity and assign it to the responsible user.
Adds a new opportunity and assign it to the responsible user.
Add an Organisation
Adds a new organization.
Adds a new organization.
Add a Task
Adds a new task and assign it to the user.
Adds a new task and assign it to the user.
Search Contact By Email Id
Search a contact by email id.
Search a contact by email id.
Update a Contact
Updates an existing contact to your account.
Updates an existing contact to your account.
Update an Opportunity
Updates a existing opportunity and assign it to the responsible user.
Updates a existing opportunity and assign it to the responsible user.
Update a Project
Creates a new project and assign it to the responsible user.
Creates a new project and assign it to the responsible user.
Create task (Coming soon)
Creates a new task.
Creates a new task.
Create contact (Coming soon)
Creates a new contact.
Creates a new contact.
Create company (Coming soon)
Creates a new company.
Creates a new company.
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