Insightly + ClickFunnels Integrations

How to connect Insightly + ClickFunnels

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Supported triggers and actions

What does this mean?

Deleted Record
Triggers when a record is deleted.
Trigger
Instant
New Record
Triggers when a new record is created.
Trigger
Instant
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.).
Trigger
Instant
Updated Record
Triggers when a record is updated.
Trigger
Instant
Create Record
Creates a Record
Action
Write

Update Record
Updates a Record
Action
Write
Find Record
Finds an existing Record
Action
Search

New Contact Activity
Triggers when Contact activity record is created.
Trigger
Instant

ClickFunnels
Triggers when a failed Purchase is made in a Funnel.
Instant
Trigger
ClickFunnels
Triggers when a successful Purchase is made in a Funnel.
Instant
Trigger
ClickFunnels
Add a Contact Profile Email to a List.
Scheduled
Action
ClickFunnels
Add a Tag to a Contact Profile by Email.
Scheduled
Action
ClickFunnels
Creates a new opt-in for an email.
Scheduled
Action
ClickFunnels
Create or update a Contact Profile for an email.
Scheduled
Action
ClickFunnels
Remove a Contact Profile Email from List.
Scheduled
Action
ClickFunnels
Remove a Tag from a Contact Profile by Email.
Scheduled
Action
ClickFunnels
Find a Contact Profile by exact match Email.
Scheduled
Action
ClickFunnels
Finds or creates a specific find contact profile.
Scheduled
Action

How Insightly + ClickFunnels Integrations Work

Step 1: Authenticate Insightly and ClickFunnels.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Insightly + ClickFunnels

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 More