Automate your Workflow

with Insightly CRM 's API!
At Yoom, we offer seamless integration with Insightly CRM through a no-code solution, enabling the automation of operations via API. For instance, you can automatically send and share lead information registered in Insightly CRM to tools like Google Sheets and Slack. Additionally, you can streamline workflows by synchronizing updates on inquiries and deals in real-time.
Insightly CRM
API actions —no coding required!
Automation Actions
    Create Organisation
    Get Organisation
    Update Organisation
    List Organisations
    Create Contact
    Update Contact
    Get Contact
    List Contacts
    Create Project
    Get Project
    Update Project
    List Projects
    Update Project Pipeline
    Create Task
    List Tasks
    Update Task
    Get Task
    Create Lead
    Get Lead
    List Leads
    Update Lead
Automation Triggers
    New Contact
    Update Contact
    New Project
    Updated Project
    New Task
    Updated Task
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30 sec!
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