Insightly + Overloop

Insightly + Overloop integrations

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 RecordTriggers 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
automatically do this!
Create ProspectCreate a prospect.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Insightly and Overloop

Discover other triggers and actions you can use with Insightly and Overloop

- 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
Deal Lost
Triggers when a new deal is lost.
Trigger
Polling
Try It

New Exclusion List Item
Triggers when a new exclusion list item is created.
Trigger
Polling
Try It
List Created
Triggers when a new list is created.
Trigger
Polling
Try It

Stage Created
Triggers when a new stage is created.
Trigger
Polling
Try It
Workflow Created
Triggers when a new worklow is created.
Trigger
Polling
Try It
Prospect Created
Triggers when a new prospect is created.
Trigger
Polling
Try It
- Prospect
  Required
- Campaign
  Required
Action
Write
- Name
  Required
- Website
- Phone
- Email
- Country
- City
- State
- Address
- Owner
- Description
Action
Write
- Deal
  Required
- Workflow
  Required
Action
Write
- Prospect
  Required
- Workflow
  Required
Action
Write
- ID
  Required
Action
Write
- Id
  Required
- Pipeline
  Required
Action
Write
- Id
  Required
- Title
- Value
- Expected_close_date
- Owner
- Pipeline
- Prospect
- Organization
Action
Write
- Id or email
  Required
- Email
- Title
- First_name
- Last_name
- Jobtitle
- Phone
- Country
- State
- Zip
- City
- Organization
- Industry
- Description
- Website
- Linkedin_profile
- Lists
- Owner
Action
Write
- Name
  Required
Action
Search
- Expression to search…
  Required
Action
Search

- Insightly Object
  Required
Trigger
Instant
Try It
- Insightly Object
  Required
Trigger
Instant
Try It
- Insightly Object
  Required
Action
Write
Deal Created
Triggers when a new deal is created.
Trigger
Polling
Try It
Deal Won
Triggers when a new deal is won.
Trigger
Polling
Try It
Campaign Created
Triggers when a new campaign is created.
Trigger
Polling
Try It
Pipeline Created
Triggers when a new pipeline is created.
Trigger
Polling
Try It
User Created
Triggers when a new user is created.
Trigger
Polling
Try It
Organization Created
Triggers when a new organization is created.
Trigger
Polling
Try It
Prospect Replied
Triggers when a prospect has replied for the first time.
Trigger
Polling
Try It
- Title
- Value
- Expected_close_date
- Owner
- Pipeline
  Required
- 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
- Organization
  Required
- Workflow
  Required
Action
Write
- Prospect Email
  Required
Action
Write
- ID
  Required
Action
Write
- First_name
  Required
- Last_name
  Required
- Company
- Domain
Action
Write
- Id
  Required
- Name
- Website
- Phone
- Email
- Country
- City
- State
- Address
- Owner
- Description
Action
Write
- Expression to search…
  Required
Action
Search
- Expression to search
  Required
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 moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zoho CRM

CRM (Customer Relationship Management), Zoho

Pipedrive

CRM (Customer Relationship Management)

Zapier Forms

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.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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