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Insightly + Shopify

Insightly + Shopify

Insightly + Shopify integrations

Create records in Insightly from new draft orders in Shopify

Streamline your sales process by connecting your Shopify store to Insightly. With this workflow, whenever a new draft order is placed in Shopify, a corresponding record will instantly be created in Insightly. This solution saves you the hassle of manual data entry, ensuring your customer information remains consistent and up-to-date across both platforms. Boost your operational efficiency with this seamless store-to-CRM solution.

  1. When this happens...
     logo
     logo
  2. automatically do this!
    Create Record
    Create Record
    Create RecordCreates a Record
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More things you can do with Shopify and Insightly

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

  • Shopify triggers, actions, and search
    New Blog

    Triggers when a new blog is added to your Shopify store.

    Trigger
    Polling
    Try It
    • Risk level
    Trigger
    Polling
    Try It
  • Shopify triggers, actions, and search
    New Cancelled Order

    Triggers whenever an order is cancelled (with line item support).

    Trigger
    Instant
    Try It
  • Shopify triggers, actions, and search
    New Customer

    Triggers when a new customer is added to your Shopify account.

    Trigger
    Instant
    Try It
    • Blog
      Required
    • Blog Entry Status
    Trigger
    Polling
    Try It
    • Abandoned cart age (hours)
      Required
    Trigger
    Polling
    Try It
  • Shopify triggers, actions, and search
    New Draft Order

    Triggers when a new draft order is created.

    Trigger
    Instant
    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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shopify logo
About Shopify
Shopify is a simple way to create an online store to list products, collect credit card payments, and ship your goods.
Related categories

Related Zap Templates

  • Create Insightly records from new Shopify orders