Automate your workflow with Insightly CRM & Yoom

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

No-Code API Actions

Automation operations
  • 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