Insightly + Overloop

Create new Overloop prospects from updated records in Insightly

Leverage this workflow to streamline your sales process. When there's an updated record in Insightly, a new prospect is instantly added in Overloop, ensuring no potential client slips through the cracks. Enjoy a unified team performance and enhanced lead management efficiency, cutting down on the manual work and inconsistencies.

When this happens...
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
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Create Prospect
Create a prospect.
ActionWrite

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Supported triggers and actions

What does this mean?

- Insightly ObjectRequired
Trigger
Instant
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- Insightly ObjectRequired
Trigger
Instant
Try It
- Insightly ObjectRequired
Action
Write
- Insightly ObjectRequired
- Search ByRequired
- Search ValueRequired
Action
Search
Deal Lost
Triggers when a new deal is lost.
Trigger
Scheduled
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New Exclusion List Item
Triggers when a new exclusion list item is created.
Trigger
Scheduled
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List Created
Triggers when a new list is created.
Trigger
Scheduled
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Stage Created
Triggers when a new stage is created.
Trigger
Scheduled
Try It
Workflow Created
Triggers when a new worklow is created.
Trigger
Scheduled
Try It
Prospect Created
Triggers when a new prospect is created.
Trigger
Scheduled
Try It
- ProspectRequired
- CampaignRequired
Action
Write
- NameRequired
- Website
- Phone
- Email
- Country
- City
- State
- Address
- Owner
- Description
Action
Write
- DealRequired
- WorkflowRequired
Action
Write
- ProspectRequired
- WorkflowRequired
Action
Write
- IDRequired
Action
Write
- IdRequired
- PipelineRequired
Action
Write
- IdRequired
- Title
- Value
- Expected Close Date
- Owner
- Pipeline
- Prospect
- Organization
Action
Write
- Id or emailRequired
- Email
- Title
- First Name
- Last Name
- Jobtitle
- Phone
- Country
- State
- Zip
- City
- Organization
- Industry
- Description
- Website
- Linkedin Profile
- Lists
- Owner
Action
Write
- NameRequired
Action
Search
- Expression to search…Required
Action
Search

- Insightly ObjectRequired
Trigger
Instant
Try It
- Insightly ObjectRequired
Trigger
Instant
Try It
- Insightly ObjectRequired
Action
Write
Deal Created
Triggers when a new deal is created.
Trigger
Scheduled
Try It
Deal Won
Triggers when a new deal is won.
Trigger
Scheduled
Try It
Campaign Created
Triggers when a new campaign is created.
Trigger
Scheduled
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Pipeline Created
Triggers when a new pipeline is created.
Trigger
Scheduled
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User Created
Triggers when a new user is created.
Trigger
Scheduled
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Organization Created
Triggers when a new organization is created.
Trigger
Scheduled
Try It
Prospect Replied
Triggers when a prospect has replied for the first time.
Trigger
Scheduled
Try It
- Title
- Value
- Expected Close Date
- Owner
- PipelineRequired
- Prospect
- Organization
Action
Write
- Email
- Title
- First Name
- Last Name
- Jobtitle
- Phone
- Country
- State
- Zip
- City
- Organization
- Industry
- Description
- Website
- Linkedin Profile
- Lists
- Owner
Action
Write
- OrganizationRequired
- WorkflowRequired
Action
Write
- Prospect EmailRequired
Action
Write
- IDRequired
Action
Write
- First NameRequired
- Last NameRequired
- Company
- Domain
Action
Write
- IdRequired
- Name
- Website
- Phone
- Email
- Country
- City
- State
- Address
- Owner
- Description
Action
Write
- Expression to search…Required
Action
Search
- Expression to searchRequired
Action
Search

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 Help

Related categories

CRM (Customer Relationship Management)

Similar apps

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CRM (Customer Relationship Management), Zoho

Pipedrive

CRM (Customer Relationship Management)

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Overloop

Conversations are the blood of your growth. Our CRM is designed to help you start more conversations and close more deals.

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

Insightly + Overloop

Create new Overloop prospects from updated records in Insightly

Deleted Record

Updated Field on Record

Insightly ObjectRequired

Create Record

Insightly ObjectRequired

Find Record

Insightly ObjectRequired

Search ByRequired

Search ValueRequired

Deal Lost

New Exclusion List Item

List Created

Stage Created

Workflow Created

Prospect Created

Add Prospect to Campaign

ProspectRequired

CampaignRequired

Create Organization

NameRequired

Website

Phone

Email

Country

City

State

Address

Owner

Description

Enroll Deal

DealRequired

WorkflowRequired

Enroll Prospect

ProspectRequired

WorkflowRequired

Mark Deal as Lost

IDRequired

Move Deal

IdRequired

PipelineRequired

Update Deal

IdRequired

Title

Value

Expected Close Date

Owner

Pipeline

Prospect

Organization

Update Prospect

Id or emailRequired

Email

Title

First Name

Last Name

Jobtitle

Phone

Country

State

Zip

City

Organization

Industry

Description

Website

Linkedin Profile

Lists

Owner

Search List

NameRequired

Search Prospect

Expression to search…Required

New Record

Insightly ObjectRequired

Updated Record