Insightly is a CRM system which helps businesses organize, track and manage their opportunities, leads and clients which helps boost sales and leads conversion.
Insightly
Common Insightly Workflows
Insightly in Customer Relationship Management
Organizations must frequently share information in their CRM systems with other sales, marketing and analytics applications. FlowGat provides users with integrators to connect their Insightly system with other business applications in-order to harness the information in their CRM system and increase profitability. Being able to efficiently share this information, and on time, leads to better customer relationship and more opportunities won. It also saves businesses time and money, from manual error prone processes when such workflows are not automated.
Connect Insightly with other apps in FlowGat
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Insightly FEATURES IN FLOWGAT
Events are triggers in FlowGat that starts off a workflow process, and the FlowGat processor executes subsequent actions present in the workflow.
Events
- When a new contact is created in Insightly
- When a new organization is created in Insightly
- When a new lead is received in Insightly
- When a new opportunity is received in Insightly
- When a new project is created in Insightly
- When an existing contact is updated in Insightly
- When a new task is created in Insightly
Actions
- Create a new opportunity in Insightly
- Create a new task in Insightly
- Create a new lead in Insightly
- Create a new organization in Insightly
- Create a new contact in Insightly
- Update an existing contact in Insightly
- Create a new project in Insightly
- Get an existing user by their email address in Insightly
- Get an existing project by name in Insightly
Frequently asked questions
With FlowGat, you can design workflows to integrate different applications used in your businesses processes. FlowGat has a simple drag-and-drop interface that allows users to build simple and complex workflows with zero code to automate or streamline their processes end-to-end.
Compared to other products in the market, FlowGat offers you the flexibility of installing on your desktop, on your own on-premise or cloud server or our own servers, making it very affordable for most clients. No more unpredictable monthly costs, or limited automation processes. You only pay for what you use.
Absolutely not! FlowGat was designed to be a workflow designer for everyone. You can build workflow processes that connects 100+ apps supported by FlowGat, and even your own line-of-business application. FlowGat provides you with an intuitive platform to build simple and complex workflows and drive efficiency and greater productivity in your business.
Yes, your data is very secure. FlowGat encrypts all the information it collects for connecting to applications in your workflow. Unlike other products, you can have your own instance of FlowGat which means your data will never leave the walls of your organization.
Yes, absolutely. FlowGat offers various models such IAAS, PAAS , SAAS and on-premise service. You can choose what works best for you based on your specific workflows and business needs.
Contact out technical sales team using the button below for us to understand your specific business needs, provide you with a sandbox if needed and you can start automating.
