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No-code automationYour No-code and AI Automation Partner

Automate Insightly CRM API Workflows with Make.com, n8n and Zapier

Leverage the robust APIs of Insightly CRM to automate lead management, enhance customer insights, and integrate with other tools. Achieve seamless workflow and boost sales productivity by eliminating manual tasks.

When a New Opportunity Created
Solution
1. Log Opportunities in Sheets

Automate logging new opportunities to a spreadsheet.

Perform an Action
Solution
2. Email Lead Nurturing

Trigger nurturing emails for new CRM leads.

Update a Customer
Solution
3. Notify Sales Teams

Update sales teams on contact status changes.

Perform an Action
Solution
4. Task Assignments

Automatically assign tasks for follow-ups.

When an Email Bounced
Solution
5. Update Contact Details

Automatically update broken contact details.

- Repeat -

Automation Benefits

Key Benefits of Automating Insightly CRM

Unlock the full potential of your CRM system by automating repetitive tasks, integrating with other tools, and improving customer satisfaction.

Enhanced Data Accuracy

Automation reduces data entry errors and ensures accuracy.

Improved Sales Productivity

Eliminate manual tasks and focus on strategic sales activities.

Seamless Tool Integration

Connect Insightly CRM with other business systems for streamlined processes.

Faster Customer Onboarding

Automate onboarding processes to improve customer experience.

Real-Time Insights

Access up-to-date customer data to make informed decisions quickly.

Cost Savings

Reduce operational costs by automating repetitive CRM tasks.

Features

Insightly CRM Automation Features

Harness the power of Insightly CRM by integrating these unique automation features that enhance sales and customer management operations.

  • 1
    Automated Opportunity Tracking

    Log and track new opportunities across channels promptly with zero errors.

  • 2
    Lead Nurturing Campaigns

    Automate personalized email campaigns whenever a new lead is captured.

  • 3
    Real-Time Team Notifications

    Keep teams updated on customer interactions and CRM updates instantly.

Feature

Outcomes

Achieving Sales Excellence with Automation

Automating Insightly CRM processes translates into significant business benefits such as improved lead management, faster response times, and enhanced team coordination.

25%
Increased Lead Conversion
40%
Reduction in Manual Tasks
30%
Faster Response Times

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Insightly CRM automation use cases

See how you can improve your process by leveraging AI, automation and Insightly CRM API.

FAQ

Insightly CRM Automation FAQs

Answering your critical questions about automating Insightly CRM and its impact on your business processes.

Pricing Plans

Our pricing plans

Choose a plan that is suitable for your needs.

One-Time
One-time Fee

Pay once for build out.

  • Custom project build (template / blueprint)

  • You choose platform (n8n, Zapier or Make)

  • Follows your requirements

  • Integrates with your systems

  • Paid after build maintenance

  • No recurring charges monthly

Build Fee + Maintenance Fee
from 300$/month

Pay for build + lower recurring maintenance fee.

  • Custom project build

  • We choose best platform

  • Follows your requirements

  • Integrates with your systems

  • Maintenance, priority email / Slack support

  • Monthly recurring charges, 3+ months contract

Recurring
from $600/month

Use our pre-built solution with no changes.

  • Existing solution access (no source code)

  • No platform selection

  • Integrates as described / documented

  • Integrates with specific systems and software

  • Maintenance, priority email / Slack support

  • Monthly recurring, 3+ months contract required