Connect Insightly CRM and Copper integrations
Connect Insightly CRM and Copper 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 Copper 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.
Converts a selected lead to a person in the system (optionally assigns company and opportunity).
Creates a new activity.
Creates a new company.
Use connect fields to create custom relationships between records. Common examples include keeping track of the relationship between parent/child companies, people to people referrals, assignments, managers, investors and more.
Creates a new lead.
Creates a new opportunity.
Creates a new person.
Creates a new project.
Creates a new task.
Gets details for a selected activity ID.
Gets details for a selected company ID.
Gets details for a selected lead ID.
Gets details for a selected opportunity ID.
Gets details for a selected person ID.
Gets details for a selected project ID.
Gets details for a selected task ID.
Gets details for a selected user ID.
Relates People and Opportunities to each other.
Relates Leads, People, Companies, Opportunities, Projects, and Tasks to each other.
Removes the activity with a given ID.
Removes the company with a given ID.
Removes the lead with a given ID.
Removes the opportunity with a given ID.
Removes a related opportunity from a person.
Removes the person with a selected ID.
Removes the project with a selected ID.
Removes the task with a selected ID.
Removes the webhook subscription with a selected ID.
Updates a selected company.
Updates a selected lead.
Updates a selected opportunity.
Updates a selected person.
Updates a selected project.
Updates a selected task.
Lists all activities related to a connected account.
Lists all companies related to a connected account.
Lists all activities for a selected company.
Lists all leads related to a connected account.
Lists all activities related to a connected account.
Lists all opportunities related to a connected account.
Lists all people related to a connected account.
Lists all activities of a selected person.
Lists all projects related to a connected account.
Lists all tasks related to a connected account.
Lists all users related to a connected account.
Shows all opportunities related to the person with a selected ID.
Shows all records related to the person with a selected ID.
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Build your Insightly CRM and Copper integrations.
Create custom Insightly CRM and Copper workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Converts a selected lead to a person in the system (optionally assigns company and opportunity).
Creates a new activity.
Creates a new company.
Use connect fields to create custom relationships between records. Common examples include keeping track of the relationship between parent/child companies, people to people referrals, assignments, managers, investors and more.
Creates a new lead.
Creates a new opportunity.
Creates a new person.
Creates a new project.
Creates a new task.
Popular Insightly CRM and Copper workflows.
Looking to get more out of Insightly CRM and Copper? With Make you can visually integrate Insightly CRM and Copper 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 ->Create Copper people from Scriberr people
Every time a new person is copied in Scriberr, Make will automatically create a person in Copper.
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 a Copper activity from a new CloudTalk call
Use this template to automatically create a Copper person activity when a new CloudTalk call is registered. The template assumes the CloudTalk contact already exists in Copper. You can add CloudTalk contact to Copper as a person using this [template](https://www.Make.com/en/integration/5376-create-a-copper-person-from-a-new-cloudtalk-contact).
TRY IT ->Add a new Copper person to a Thanks.io mailing list
Every time a new Copper person is created, Make will automatically add a recipient to a Thanks.io mailing list.
TRY IT ->Create a Copper person from a new CloudTalk contact
Every time a new CloudTalk contact is created, Make will automatically create a Copper person.
TRY IT ->Update a CloudTalk contact when a Copper person is updated
Every time a Copper person is updated, Make will automatically update a CloudTalk contact.
TRY IT ->
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