Insightly + Streak

Update Insightly records when Streak contacts are updated

Effortlessly keep your contact information updated across both Streak and Insightly with this seamless workflow. When a contact is updated in Streak, the corresponding record in Insightly will be updated as well. This automation helps to ensure accurate and up-to-date information across both platforms, eliminating manual data entry and preventing errors.

When this happens...
Updated Contact
Triggered when a contact is updated.
TriggerInstant
automatically do this!
Update Record
Updates a Record
ActionWrite

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Supported triggers and actions

What does this mean?

- PipelineRequired
Trigger
Instant
Try It
- Stage
- Field
- PipelineRequired
Trigger
Instant
Try It
- PipelineRequired
Trigger
Instant
Try It
- PipelineRequired
Trigger
Instant
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- PipelineRequired
Trigger
Instant
Try It

- PipelineRequired
Trigger
Instant
Try It
- Box KeyRequired
- Organization NameRequired
- Website(s)Required
- Industry
- Phone Number(s)
- Address(es)
- Employee Count
- Logo URL
- Twitter Handle
- Facebook Handle
- LinkedIn Handle
Action
Write

- Box Name or KeyRequired
- Pipeline
- MessageRequired
Action
Write
- Box Name or KeyRequired
- Pipeline
- Name
- Note
- Assigned To
- Gmail Thread Id
- Create Tag and Dropdown Options
Action
Write
- File KeyRequired
Action
Write
- Pipeline
- Box Name or KeysRequired
- Box Names or KeysRequired
Action
Write
- Contact KeyRequired
- First Name
- Last Name
- Email Address(es)
- Title
- Twitter
- Facebook
- LinkedIn
- Photo (Url)
- Phone Numbers
- Address(es)
- Other
Action
Write
- Exact Search
- Search Query
- Pipelines
Action
Search
- Organization or Box Key
- Search Query
- Team
Action
Search
- Pipelines
- Search Query
- NameRequired
- PipelineRequired
- Assigned To
- Notes
- GmailThreadID
Action
Search or write
- Insightly ObjectRequired
Trigger
Instant
Try It
- Insightly ObjectRequired
Trigger
Instant
Try It
- Insightly ObjectRequired
Action
Write

- Stage
- PipelineRequired
Trigger
Instant
Try It
- PipelineRequired
Trigger
Instant
Try It
- Team KeyRequired
Trigger
Instant
Try It
- TeamRequired
Trigger
Instant
Try It
- PipelineRequired
Trigger
Instant
Try It
- Box KeyRequired
- Contact EmailRequired
- Contact First Name
- Title
- Contact Last Name
- Phone Number(s)
- Twitter
- Facebook
- LinkedIn
- Address
- Contact Notes
Action
Write
- PipelineRequired
- NameRequired
- Assigned To
- Notes
- GmailThreadID
- Create Tag and Dropdown Options
Action
Write
- Box Name or KeyRequired
- Pipeline
- TextRequired
- Due Date
- Assign To
Action
Write
- Assign To
- Box Key
- Task Text
- Task Key
- Completed
- Due Date
Action
Write
- Thread KeyRequired
Action
Write
- Box KeyRequired
- Meeting TypeRequired
- Start TimeRequired
- End Time
- Notes
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Contact or Box Key
- Search Query
- Teams
Action
Search
- Exact Search
- Search Query
- Pipelines
- PipelineRequired
- NameRequired
- Assigned To
- Notes
- GmailThreadID
Action
Search or write
- Insightly ObjectRequired
Trigger
Instant
Try It
- Insightly ObjectRequired
Trigger
Instant
Try It
- Insightly ObjectRequired
Action
Write
- Insightly ObjectRequired
- Search ByRequired
- Search ValueRequired
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 more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

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Zapier Interfaces

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

About Streak

Streak is a flexible CRM and process management system that lives inside your Gmail inbox.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Google Contacts

Contact Management, Google

Zoho CRM

CRM (Customer Relationship Management), Zoho

Insightly

CRM (Customer Relationship Management)

PRODUCTS

CAPABILITIES

By team

Insightly + Streak

Update Insightly records when Streak contacts are updated

Box Change Pipeline

Updated Box

Stage

Field

PipelineRequired

New Comment

PipelineRequired

New Box

PipelineRequired

Task Complete

PipelineRequired

Task Due

PipelineRequired

Add Organization to Box

Box KeyRequired

Organization NameRequired

Website(s)Required

Industry

Phone Number(s)

Address(es)

Employee Count

Logo URL

Twitter Handle

Facebook Handle

LinkedIn Handle

Create Comment

Box Name or KeyRequired

Pipeline

MessageRequired

Edit Box

Box Name or KeyRequired

Pipeline

Name

Note

Assigned To

Gmail Thread Id

Create Tag and Dropdown Options

Get File by File Key

File KeyRequired

Link Boxes

Pipeline

Box Name or KeysRequired

Box Names or KeysRequired

Update Contact

Contact KeyRequired

First Name

Last Name

Email Address(es)

Title

Twitter

Facebook

LinkedIn

Photo (Url)

Phone Numbers

Address(es)

Other

Find a Box

Exact Search

Search Query

Pipelines

Find an Organization

Organization or Box Key

Search Query

Team

Find or Create Box

Pipelines

Search Query

NameRequired

PipelineRequired

Assigned To

Notes

GmailThreadID

New Record

Insightly ObjectRequired

Updated Record