Insightly CRM

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.

(Valid forever)

Choose an App to Integrate with

WooCommerce

Select an App to create your workflow and integrate WooCommerce with more than 500+ applications using Pabbly Connect. It will help you to automate all the repetitive and manual tasks instantly since most of the apps are integrated using webbooks inside Pabbly Connect.

Insightly CRM

Triggers

Triggers (When this happens) are the events which initiates a Pabbly Connect Workflow.

New Contact

Triggers when a new contact is added

New Lead

Triggers when a new lead is created

New Opportunity

Triggers when a new opportunity is created

New Organization

Triggers when a new organization is created

New Project

Triggers when a new project is created

New Task

Triggers when a new task is created

Updated Contact

Triggers when a contact is updated

Insightly CRM

Actions

Actions (Do this) are the steps to be performed on specific service

Add a Contact

Adds a new contact to your account.

Add a Lead

Adds a new lead.

Create a Project

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.

Add an Organisation

Adds a new organization.

Add a Task

Adds a new task and assign it to the user.

Popular WooCommerce Automation Tutorials

Watch step-by-step video tutorials on how WooCommerce integrates with other business applications & helps in automating daily manual tasks

Ready to Use Automation of

Insightly CRM

Clone the workflow in your account in just 1 click & automate your tasks with

Auto-display WooCommerce Products to Facebook Page (with image)

Just click the clone button to import the settings into your Pabbly Connect Workflow.

Instantly Add QuickBooks Customers from New WooCommerce Orders

Just click the clone button to import the settings into your Pabbly Connect Workflow.

Instantly Send SMS from New WooCommerce Order Status Update

Just click the clone button to import the settings into your Pabbly Connect Workflow.

Instantly Create Abyssale Banner from New WooCommerce Coupons

Just click the clone button to import the settings into your Pabbly Connect Workflow.

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All Applications that integrate with

Insightly CRM

Simply select the service that you want to integrate with WooCommerce
from 500+ applications & build your own automation.

Insightly CRM

Action App

Eventbrite

YouTube

Zenler

Sendiio

Google Drive

Quickbooks Online

Google Sheets

Asana

AWeber

Typeform

Clearbit

ProductDyno

Freshdesk

WooCommerce

Sendinblue

ConvertKit

Vonage

Twilio

Moosend

MailerLite Classic

SendFox

Trello

Mailchimp

Pabbly Email Marketing

Square

Eventbrite

YouTube

Zenler

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