Updates to Our Insightly Integration: Use Zaps to Create More Detailed Opportunities

Carlin Sack
Carlin Sack / March 9, 2018

Tracking opportunities in your CRM is a powerful way to help your team predict sales and move them towards the finish line. But those records are only useful if they contain all the details you need. Thanks to recent updates to the Insightly + Zapier integration, your Zaps can automatically create more detailed opportunities in Insightly.

Now you can choose to auto-create opportunities with values, visibility preferences, bid amounts, bid values, bid types, bid durations, and bid currencies. When your Insightly opportunities have all the info you need, you can move quicker and with less back-and-forth.

What's New with the Insightly + Zapier Integration

New Options for an Action

  • When using the Create Opportunity Action, you can now fill in the opportunity's value, visibility, bid amount, bid value, bid type, bid duration, and bid currency.

How to Automate Insightly with Zapier

  1. Sign up for an Insightly account and make sure you have a Zapier account

  2. Try some pre-made Insightly integrations and learn more about how Insightly works with Zapier

  3. Check out our Insightly help documentation for details on connecting your account and setting up your first Zap

  4. Or login and build a custom workflow with Insightly and Zapier