Use Zoho Flow to integrate PipelineDeals with Insightly, in atleast 48 different ways, without writing code. Automate any tasks that keep you away from what you do best.
Explore prebuilt integration flows to get started
All Triggers - A trigger kickstarts the flow
Updated deal status
Triggers when the status of an existing deal is updated
New person, lead, or contact
Triggers when a new person, lead, or contact is created
New deal
Triggers when a new deal is created
Updated deal stage
Triggers when a deal is moved from one stage to another
New Contact
Triggers when a new contact is created
New Task
Triggers when a new task is created
New Project
Triggers when a new project is created
New Opportunity
Triggers when a new opportunity is created
New Lead
Triggers when a new lead is created
New Organization
Triggers when a new organization is created
All Actions - Action are the automated tasks
Create activity
Creates a new activity associated with an existing person, company, or deal
Create task
Creates a new calendar task
Add person
Adds a new person
Create deal
Creates a new deal
Create Opportunity
Creates a new opportunity
Create Project
Creates a new project
Create Contact
Creates a new contact
Create Lead
Creates a new lead
Create Task
Creates a new task
Create Organization
Creates a new organization
What is Zoho Flow?
Zoho Flow is an integration platform that helps you connect your apps without any code. Automate complex business workflows within minutes. Set a trigger, add actions, use Delays and Decisions to create your entire workflow on an easy to use builder.
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Testimonial
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“In other words, we use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have the 'forgotten repairs' anymore.” Know more
Watch Zoho Flow in action
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