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17hats + Insightly

Update Insightly records when new 17hats contacts are added

Easily keep your contact information up-to-date with this efficient workflow between 17hats and Insightly. When a new contact is added in 17hats, their details will be used to update an existing record in Insightly. This seamless automation ensures your customer information is always accurate and saves you time from manual updates.

When this happens...
New ContactTriggers when a new contact is created.
TriggerInstant
automatically do this!
Update RecordUpdates a Record
ActionWrite

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More things you can do with 17hats and Insightly

Discover other triggers and actions you can use with 17hats and Insightly

New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
- Is Company?
  Required
- First_name
  Required
- Type
  Required
- Last_name
- Title
- Company_name
- Primary E-mail Address
- Other E-mail Addresses
- Primary Phone Number
- Other Phone Numbers
- Address Line 1
- Address Line 2
- City
- State
- ZIP Code
- Country
- Birthday
- Facebook_id
- Instagram_id
- Linkedin_id
- Referred_by
- Twitter_id
- Pinterest_id
- Website
- Tags
- Notes
Action
Write
- Name
  Required
- Company_name
- Email
- Phone_number
Action
Search
- Insightly Object
  Required
Trigger
Instant
Try It
- Insightly Object
  Required
Trigger
Instant
Try It

- Insightly Object
  Required
Action
Write
- Insightly Object
  Required
- Search By
  Required
- Search Value
  Required
Action
Search

Updated Contact
Triggers when an already existing contact is updated.
Trigger
Instant
Try It
- Contact
  Required
- Is Company?
  Required
- First_name
  Required
- Type
  Required
- Last_name
- Title
- Company_name
- Primary E-mail Address
- Other E-mail Addresses
- Primary Phone Number
- Other Phone Numbers
- Address Line 1
- Address Line 2
- City
- State
- ZIP Code
- Country
- Birthday
- Facebook_id
- Instagram_id
- Linkedin_id
- Referred_by
- Twitter_id
- Pinterest_id
- Website
- Tags
- Notes
Action
Write
- Name
  Required
- Company_name
- Email
- Phone_number
- Is Company?
  Required
- First_name
  Required
- Type
  Required
- Last_name
- Title
- Primary E-mail Address
- Other E-mail Addresses
- Primary Phone Number
- Other Phone Numbers
- Address Line 1
- Address Line 2
- City
- State
- ZIP Code
- Country
- Birthday
- Facebook_id
- Instagram_id
- Linkedin_id
- Referred_by
- Twitter_id
- Pinterest_id
- Website
- Tags
- Notes
Action
Search or write
- Insightly Object
  Required
Trigger
Instant
Try It
- Insightly Object
  Required
Trigger
Instant
Try It
- Insightly Object
  Required
Action
Write

About 17hats

17hats is a premiere business platform that provides you with a suite of business solutions to help organize, systemize, and grow your business.

HelpHelp

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CRM (Customer Relationship Management)

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About 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.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Related Zap Templates

Create records in Insightly for updated contacts in 17hats

Related Zap Templates

Create records in Insightly for updated contacts in 17hats