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 ContactTriggered when a contact is updated.
TriggerInstant
automatically do this!
Update RecordUpdates a Record
ActionWrite

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More things you can do with Streak and Insightly

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

- Pipeline
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- Stage
- Field
- Pipeline
  Required
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- Pipeline
  Required
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- Pipeline
  Required
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- Pipeline
  Required
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- Pipeline
  Required
Trigger
Instant
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- Box Key
  Required
- Organization Name
  Required
- Website(s)
  Required
- Industry
- Phone Number(s)
- Address(es)
- Employee Count
- Logo URL
- Twitter Handle
- Facebook Handle
- LinkedIn Handle
Action
Write

- Box Name or Key
  Required
- Pipeline
- Message
  Required
Action
Write
- Box Name or Key
  Required
- Pipeline
- Name
- Note
- Assigned To
- Gmail Thread Id
- Create Tag and Dropdown Options
Action
Write
- File Key
  Required
Action
Write
- Pipeline
- Box Name or Keys
  Required
- Box Names or Keys
  Required
Action
Write
- Contact Key
  Required
- 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
- Insightly Object
  Required
Trigger
Instant
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- Insightly Object
  Required
Trigger
Instant
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- Insightly Object
  Required
Action
Write
- Insightly Object
  Required
- Search By
  Required
- Search Value
  Required
Action
Search

- Stage
- Pipeline
  Required
Trigger
Instant
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- Pipeline
  Required
Trigger
Instant
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- Team Key
  Required
Trigger
Instant
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- Team
  Required
Trigger
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- Pipeline
  Required
Trigger
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- Box Key
  Required
- Contact Email
  Required
- Contact First Name
- Title
- Contact Last Name
- Phone Number(s)
- Twitter
- Facebook
- LinkedIn
- Address
- Contact Notes
Action
Write
- Pipeline
  Required
- Name
  Required
- Assigned To
- Notes
- GmailThreadID
- Create Tag and Dropdown Options
Action
Write
- Box Name or Key
  Required
- Pipeline
- Text
  Required
- Due Date
- Assign To
Action
Write
- Assign To
- Box Key
- Task Text
- Task Key
- Completed
- Due Date
Action
Write
- Thread Key
  Required
Action
Write
- Box Key
  Required
- Meeting Type
  Required
- Start Time
  Required
- End Time
- Notes
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Contact or Box Key
- Search Query
- Teams
Action
Search
- Exact Search
- Search Query
- Pipelines
- Pipeline
  Required
- Name
  Required
- Assigned To
- Notes
- GmailThreadID
Action
Search or write
- Insightly Object
  Required
Trigger
Instant
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- Insightly Object
  Required
Trigger
Instant
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- Insightly Object
  Required
Action
Write

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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CRM (Customer Relationship Management)

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About Streak

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

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Related Zap Templates

Create new Insightly records from updated Streak stages

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Create new Insightly records from updated Streak stages