Insightly + Smartsheet

Add new Insightly records to Smartsheet as rows instantly

Improve your efficiency with this streamlined workflow. Whenever a new record is added in Insightly, a corresponding row will be simultaneously generated in Smartsheet. This reduces manual data entry and ensures your Smartsheet is consistently up-to-date with the latest data from Insightly, allowing you to dedicate more time to crucial tasks.

Improve your efficiency with this streamlined workflow. Whenever a new record is added in Insightly, a corresponding row will be simultaneously generated in Smartsheet. This reduces manual data entry and ensures your Smartsheet is consistently up-to-date with the latest data from Insightly, allowing you to dedicate more time to crucial tasks.

  1. When this happens...
    InsightlyInsightly
    New Record

    Triggers when a new record is created.

    TriggerInstant
  2. automatically do this!
    SmartsheetSmartsheet
    Add Row to Sheet

    Add a row to a sheet.

    ActionWrite
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Supported triggers and actions

    • Insightly ObjectRequired

    Trigger
    Instant
    Try It
    • Insightly ObjectRequired

    Trigger
    Instant
    Try It
    • Insightly ObjectRequired

    Action
    Write
    • Insightly ObjectRequired

    • Search ByRequired

    • Search ValueRequired

    Action
    Search
    • Insightly ObjectRequired

    Trigger
    Instant
    Try It
    • Insightly ObjectRequired

    Trigger
    Instant
    Try It
    • Insightly ObjectRequired

    Action
    Write
    • Choose a SheetRequired

    Trigger
    Scheduled
    Try It
insightly logo
insightly logo

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

Related categories

  • CRM (Customer Relationship Management)

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smartsheet logo
smartsheet logo

About Smartsheet

Smartsheet is a leading cloud-based platform for work execution, enabling teams and organizations to plan, capture, manage, automate, and report on work at scale, resulting in more efficient processes and better business outcomes.

Related categories

  • Spreadsheets

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