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  • Insightly logoInsightly logo

Salpo CRM + Insightly Integrations

How to connect Salpo CRM + Insightly

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  • Salpo CRM triggers, actions, and search
    New Communication
    Triggers when a new Communication is saved. Apply further filters such as subject line equals = 'something' or if it's standard or scheduled.
    Trigger
    Scheduled
  • Salpo CRM triggers, actions, and search
    New Module
    Triggers when a new custom module is created.
    Trigger
    Scheduled
  • Salpo CRM triggers, actions, and search
    New Contact
    Triggers when a new Contact is created (Individual or Organisation).
    Trigger
    Scheduled
  • Salpo CRM triggers, actions, and search
    New Opportunity
    Triggers when a new Opportunity is created.
    Trigger
    Scheduled
  • Salpo CRM triggers, actions, and search
    New Organisation
    Creates a new Organisation
    Action
    Write
  • Salpo CRM triggers, actions, and search
    New Individual
    Creates a new Individual
    Action
    Write
  • Salpo CRM triggers, actions, and search
    New Opportunity
    Creates a new, In-progress Opportunity
    Action
    Write
  • Salpo CRM triggers, actions, and search
    New Scheduled Communication
    Schedules a Communication
    Action
    Write
  • Salpo CRM

    Add a file to a Contact record

    Scheduled

    Action

  • Salpo CRM

    Add a file to a Custom Module record

    Scheduled

    Action

  • Salpo CRM

    Link files to an Opportunity using the file URL.

    Scheduled

    Action

  • Salpo CRM

    Finds Contacts by Custom Field value

    Scheduled

    Action

  • Salpo CRM

    Retrieves all Opportunity details including products

    Scheduled

    Action

  • Salpo CRM

    Creates a standard Communication to record previous notes

    Scheduled

    Action

  • Salpo CRM

    Creates a Custom Connection between two Modules

    Scheduled

    Action

  • Salpo CRM

    Creates a new record of a custom Module

    Scheduled

    Action

  • Salpo CRM

    Creates a new Standard Connection between two modules (e.g Contact to Contact, Contact to Module)

    Scheduled

    Action

  • Salpo CRM

    Update Individuals or Organisations

    Scheduled

    Action

  • Salpo CRM

    Search for a Contact and update a custom connection between Contacts or Modules

    Scheduled

    Action

  • Salpo CRM

    Update custom Modules

    Scheduled

    Action

  • Salpo CRM

    Update an Opportunity

    Scheduled

    Action

  • Salpo CRM

    Finds a Contact by ID and returns all Contact information

    Scheduled

    Action

  • Salpo CRM

    Use a Contact ID and select the Connection Type to retrieve the Connection ID. Useful for updating a Contact custom Connection.

    Scheduled

    Action

  • Salpo CRM

    Finds Individuals using an email address

    Scheduled

    Action

  • Salpo CRM

    Find and retrieve a custom module record by ID. Returns standard and custom data.

    Scheduled

    Action

  • Salpo CRM

    Find a file linked to a Module. Search files using the file label or name

    Scheduled

    Action

  • Salpo CRM

    Finds Organisations by name. Useful if you want to create or update an Organisation.

    Scheduled

    Action

  • Salpo CRM

    Use a Contact ID and select the Connection Type to retrieve the Connection ID. Useful for updating a Contact custom Connection.

    Scheduled

    Action

  • Salpo CRM

    Finds Individuals using an email address

    Scheduled

    Action

  • Salpo CRM

    Finds Organisations by name. Useful if you want to create or update an Organisation.

    Scheduled

    Action

  • Insightly

    Triggers when a record is deleted.

    Instant

    Trigger

  • Insightly

    Triggers when a new record is created.

    Instant

    Trigger

  • Insightly

    Triggers when a field of your choosing (i.e. email address, status) is updated on any record of a specified Insightly object (ie. Contact, Lead, Opportunity, etc.).

    Instant

    Trigger

  • Insightly

    Triggers when a record is updated.

    Instant

    Trigger

  • Insightly

    Creates a Record

    Scheduled

    Action

  • Insightly

    Updates a Record

    Scheduled

    Action

  • Insightly

    Finds an existing Record

    Scheduled

    Action

How Salpo CRM + Insightly Integrations Work

  1. Step 1: Authenticate Salpo CRM and Insightly.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
salpo-crm logo
salpo-crm logo

About Salpo CRM

This is an easy to use tool, used to manage CRM
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

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