Insightly Beta

ClickFunnels Beta


Integrate Insightly with ClickFunnels
a new task was created in your insightly account, create or update a Contact Profile for an email in ClickFunnels.




What is Insightly?

Using Insightly CRM to manage your customers, sales, and projects.

What is ClickFunnels?

With Clickfunnels, you are just a few simple clicks away from a beautifully-designed website marketing funnel.



How to set the workflow up

  • Select Insightly as your trigger app and select an event
  • Select ClickFunnels as your action app and select an event
  • Map the fields from Insightly to ClickFunnels by using drag-and-drop
  • Save and test your workflow
  • Switch on your workflow

Some integrations

  

A new task was created in your Insightly account, create or update a Contact Profile for an email in ClickFunnels.

Coming soon

  

A new task was created in your Insightly account, add a Contact Profile Email to a List in ClickFunnels.

Coming soon

  

A new task was created in your Insightly account, add a Tag to a Contact Profile by Email in ClickFunnels.

Coming soon

  

A new task was created in your Insightly account, find a Contact Profile by exact match Email Optionally, create one if none are found. in ClickFunnels.

Coming soon