[Image: Insightly]

Insightly

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.

Triggers

New Organization

A new organization was created in your Insightly account.

New Project

Triggers when a new project is created within your Insightly account.

New Contact

A new contact was created in your Insightly account.

New Task

A new task was created in your Insightly account.

New Lead

Triggers when a new lead is created in your Insightly account.

Actions

Create Opportunity

Create a new opportunity in your Insightly account.

Create Organization

Create a new organization in your Insightly account.

Create Contact

Create a new contact in your Insightly account.

Create Task

Create a new task in your Insightly account.

Create Lead

Create a new lead in your Insightly account.

Create Note

Create a new note in your Insightly account.