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Insightly + Zapier Tables

Create new records in Zapier Tables for each new record in Insightly

When a new record appears in Insightly, let this workflow streamline your data organization by creating a corresponding record in your Zapier Tables. No more manual data entries or missed records, this integration offers seamless record management between Insightly and Zapier Tables, transforming your data handling process into a streamlined, efficient system.

When a new record appears in Insightly, let this workflow streamline your data organization by creating a corresponding record in your Zapier Tables. No more manual data entries or missed records, this integration offers seamless record management between Insightly and Zapier Tables, transforming your data handling process into a streamlined, efficient system.

  1. When this happens...
    InsightlyInsightly
    New Record

    Triggers when a new record is created.

    TriggerInstant
  2. automatically do this!
    Zapier TablesZapier Tables
    Create Record

    Creates a new record on a table.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Insightly ObjectRequired

    Trigger
    Instant
    Try It
    • Insightly ObjectRequired

    Trigger
    Instant
    Try It
    • Insightly ObjectRequired

    Action
    Write
    • Insightly ObjectRequired

    • Search ByRequired

    • Search ValueRequired

    Action
    Search
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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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Related categories

  • CRM (Customer Relationship Management)

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About Zapier Tables

Zapier Tables is a no-code database built for automation.

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