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Google Sheets + Insightly

Update Google Sheets rows when fields on Insightly records are altered

Keep your Google Sheets data up-to-date with changes made in your Insightly records. This workflow activates when you modify a field in your Insightly records and instantly creates a new row in your Google Sheets. This real-time information transfer is ideal for maintaining accurate records, eliminating manual data entry, and ensuring you always have the most recent information at your fingertips.

Keep your Google Sheets data up-to-date with changes made in your Insightly records. This workflow activates when you modify a field in your Insightly records and instantly creates a new row in your Google Sheets. This real-time information transfer is ideal for maintaining accurate records, eliminating manual data entry, and ensuring you always have the most recent information at your fingertips.

  1. When this happens...
    InsightlyInsightly
    Updated Field on Record

    Triggers when a field of your choosing (i.e. email address, status) is updated on any record of a specified Insightly object (ie. Contact, Lead, Opportunity, etc.).

    TriggerInstant
  2. automatically do this!
    Google SheetsGoogle Sheets
    Create Spreadsheet Row

    Create a new row in a specific spreadsheet.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Insightly ObjectRequired

    Trigger
    Instant
    Try It
    • Insightly ObjectRequired

    Trigger
    Instant
    Try It
    • Insightly ObjectRequired

    Action
    Write
    • Insightly ObjectRequired

    • Search ByRequired

    • Search ValueRequired

    Action
    Search
    • Insightly ObjectRequired

    Trigger
    Instant
    Try It
    • Insightly ObjectRequired

    Trigger
    Instant
    Try It
    • Insightly ObjectRequired

    Action
    Write
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Scheduled
    Try It
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About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
Learn moreHelp

Related categories

  • Google
  • Spreadsheets

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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.

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