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Insightly + Pipedrive

Insightly + Pipedrive

Insightly + Pipedrive integrations

Update Insightly records for new Pipedrive leads

Effortlessly keep your Pipedrive and Insightly records up-to-date with this seamless workflow. Whenever a new lead is added in Pipedrive, the corresponding record in Insightly will be updated automatically. This ensures that your sales and marketing teams always have the most accurate and current information at their fingertips, improving collaboration and efficiency across teams.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a lead is created.
  2. automatically do this!
    Update Record
    Update Record
    Update RecordUpdates a Record
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More things you can do with Pipedrive and Insightly

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

    • Activity filter
      Required
    Trigger
    Polling
    Try It
    • Copy
    • Filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
  • Pipedrive triggers, actions, and search
    New Lead

    Triggers when a lead is created.

    Trigger
    Polling
    Try It
    • Note ID
      Required
    Trigger
    Polling
    Try It
    • Filter
      Required
    Trigger
    Polling
    Try It
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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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pipedrive logo
About Pipedrive
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
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