Connect Keap and Insightly CRM integrations
Connect Keap 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 Keap 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.
Checks if specific tag was added to any contact.
Triggers when a specified event occurs.
Checks if a new tag was applied to a specific contact.
Checks if new appointment was created.
Checks if new contact was created.
Checks if new file was created.
Checks if new note was created.
Checks if new opportunity was created.
Checks if new order was created.
Checks if new task was created.
Checks if new email was sent.
Creates a new object of a selected type.
Retrieves an object by its ID and type.
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Build your Keap and Insightly CRM integrations.
Create custom Keap and Insightly CRM workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Applies a tag to a list of contacts.
Applies a list of tags to a given contact record.
Creates a new tag.
Creates a new tag category.
Creates a new contact in your contact list.
Creates a new note.
Creates a new task.
Creates a new object of a selected type.
Creates a new contact or updates a contact in your contact list.
Popular Keap and Insightly CRM workflows.
Looking to get more out of Keap and Insightly CRM? With Make you can visually integrate Keap and Insightly CRM into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Create or update Infusionsoft contacts and apply tags from Google Sheets rows
Automatically update Infusionsoft contacts and apply tags using data from Google Sheets rows, streamlining your contact management process with ease.
TRY IT ->Create and update contacts in Infusionsoft from new Facebook Lead Ads submissions
Automatically update Infusionsoft contacts with new leads from Facebook Lead Ads, ensuring your CRM is always up-to-date and tagged appropriately.
TRY IT ->Create or update contacts in Infusionsoft and apply tags using a custom webhook
Automatically update or create Infusionsoft contacts and apply tags via a custom webhook for streamlined contact management and targeted marketing campaigns.
TRY IT ->Watch Infusionsoft tags and add new rows to Google Sheets
Automatically track Infusionsoft tag changes and log them as new rows in Google Sheets for streamlined data management and analysis.
TRY IT ->Create a round robin system for your sales team with Make's data store
Boost your sales team’s performance by implementing a round robin system with Make's data store to ensure fair and effective lead distribution. The template is part of this [Webinar.](https://www.youtube.com/watch?v=dZtZFPAtpHY)
TRY IT ->Extract data from emails with ChatGPT and add new leads to Keap
Automate lead management by extracting email data from various lead sources in a uniformed way with ChatGPT and integrating transferring them into Keap. The template is part of this [webinar.](https://www.youtube.com/watch?v=dZtZFPAtpHY)
TRY IT ->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.
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