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Insightly + Shopify

Insightly + Shopify

Insightly + Shopify integrations

Create Insightly records from new Shopify orders

Keep your customer relationship management in sync with your e-commerce operations in an easy and efficient way. With this workflow, once a new order is placed in Shopify, a corresponding record gets created in Insightly. This way, it becomes easier to track sales and build robust customer profiles. Boost your sales operations and customer relations seamlessly with this integrated workflow.

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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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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 records in Insightly from new draft orders in Shopify