Connect Insightly CRM and Microsoft SQL Server integrations
Connect Insightly CRM and Microsoft SQL Server with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Insightly CRM and Microsoft SQL Server 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 new object of a selected type is created.
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Build your Insightly CRM and Microsoft SQL Server integrations.
Create custom Insightly CRM and Microsoft SQL Server workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Creates a new object of a selected type.
Iterates through received recordset.
Retrieves an object by its ID and type.
Popular Insightly CRM and Microsoft SQL Server workflows.
Looking to get more out of Insightly CRM and Microsoft SQL Server? With Make you can visually integrate Insightly CRM and Microsoft SQL Server into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Send data to Microsoft SQL Server from a custom webhook
Automatically send data from your custom webhook to Microsoft SQL Server. Streamline data management by inserting records directly into your SQL tables.
TRY IT ->Send an email with data from an MSSQL query
Streamline your communication process by automatically sending emails based on data queries from your Microsoft SQL Server. With this template, every time a specific query is executed in MSSQL, Make will generate and send an email through Microsoft Email, ensuring timely and relevant information reaches your recipients without manual effort. This integration enhances your workflow efficiency and keeps your team informed with minimal hassle.
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.
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 ->Execute a Microsoft SQL Server query and add results to Google Sheets
Use this template to automatically execute a Microsoft SQL Server query and add results to your Google Sheets spreadsheet.
TRY IT ->Select Microsoft SQL Server database table rows and add them to Google Sheets
Use this template to automatically select rows from a Microsoft SQL Server database table and add them to your Google Sheets spreadsheet.
TRY IT ->Update Microsoft SQL Server database table rows from Google Sheets (in bulk)
Use this template to automatically update rows in a Microsoft SQL Server database table from a Google Sheets spreadsheet. Best for use cases when you need to update rows in bulk.
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