Connect Coda and Insightly CRM integrations
Connect Coda and Insightly CRM with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Coda and Insightly CRM to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
Triggers when a doc is created or updated.
Triggers when a new row is created in selected table.
Triggers when an existing row is updated in selected table.
Creates a new object of a selected type.
Retrieves an object by its ID and type.
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Build your Coda and Insightly CRM integrations.
Create custom Coda and Insightly CRM workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Creates a new Coda doc, optionally copying an existing doc.
Creates a new row in a selected table.
Creates a new object of a selected type.
Deletes a specified row from the table. When deleting using a name as opposed to an ID, an arbitrary row will be removed.
Returns details about a column in a table.
Returns info on a control.
Returns information about the specified doc.
Returns info on a formula.
Returns details about a section.
Popular Coda and Insightly CRM workflows.
Looking to get more out of Coda and Insightly CRM? With Make you can visually integrate Coda and Insightly CRM into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Upload a new user into LinkedIn Matched Audiences from a new lead in Insightly CRM
This template regularly checks for new leads in Insightly CRM and uses the retrieved information to upload new users into LinkedIn Matched Audiences. For the best performance, your contacts should have these fields filled out: 1) First name 2) Last name 3) Email Having the contact associated with company information will also improve match rates on LinkedIn, however it's not mandatory for this template to work. The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template by clicking the clock icon on the first module.
TRY IT ->Upload a new LinkedIn Offline Conversion from a new lead in Insightly CRM
This template regularly checks for new leads in Insightly CRM and uses the retrieved information to upload new offline conversions to LinkedIn. For the best performance, your contacts should have these fields filled out: 1) First name 2) Last name 3) Email Having the contact associated with company information will also improve match rates on LinkedIn, however it's not mandatory for this template to work. The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template by clicking the clock icon on the first module.
TRY IT ->Create SmartReach.io prospects for new Insightly CRM leads
Make will watch your Insightly CRM leads at regular intervals and create identical SmartReach.io prospects.
TRY IT ->Add Insightly CRM leads to Constant Contact
Use this template to automatically create a Constant Contact contact when an Insightly CRM lead is created.
TRY IT ->Create (or update) a CloudTalk contact from a new Insightly CRM contact
Every time a new Insightly CRM contact is created, Make will automatically create a CloudTalk contact (or update it if it already exists).
TRY IT ->Add new Typeform form submissions to rows in a Coda doc
Every time someone fills out your Typeform form, Make will automatically add a new row to your Coda table.
TRY IT ->Create or update the Buyer Leads table on Coda's RE Template when the ManyChat-powered Messenger bot sends a new lead
This template syncs data from a ManyChat-powered Real Estate Bot to the Buyer Leads table on a Coda-powered Real Estate CRM. It also employs a Switch function for data manipulation.
TRY IT ->Add new Insightly CRM leads to ClickSend
Every time a new lead is created in Insightly, Make will automatically create a new contact in ClickSend.
TRY IT ->Save new Google Calendar events to a Coda doc
Every time a new event is created in a selected Google Calendar, Make will automatically add a new row to your Coda table.
TRY IT ->
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