Connect Merk and Insightly CRM integrations
Connect Merk 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 Merk 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.
This method provides you extensive company information for given registration or VAT numbers.
Returns companies matching your saved registration number set from the Merk application.
Returns companies matching your saved search from the Merk application.
Returns a list of all your saved searches from the Merk application.
Returns a list of all your saved registration number sets from the Merk application.
Method for getting company data from given name (or part of it), email address or registration number (also known as IČ - unique identifier for czech and slovak companies).
Returns vocative and sex for given first, last or both names.
Creates a new object of a selected type.
Retrieves an object by its ID and type.
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Build your Merk and Insightly CRM integrations.
Create custom Merk 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 object of a selected type.
This method provides you extensive company information for given registration or VAT numbers.
Returns companies matching your saved registration number set from the Merk application.
Returns companies matching your saved search from the Merk application.
Returns a list of all your saved searches from the Merk application.
Returns a list of all your saved registration number sets from the Merk application.
Retrieves an object by its ID and type.
Method for getting company data from given name (or part of it), email address or registration number (also known as IČ - unique identifier for czech and slovak companies).
Returns vocative and sex for given first, last or both names.
Popular Merk and Insightly CRM workflows.
Looking to get more out of Merk and Insightly CRM? With Make you can visually integrate Merk 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 ->Lookup MERK data for contacts in IPEX Contact center
For IPEX Contact center contacts with a registration number in CustomField1, we will do a MERK lookup for the correct organization name, revenue and employee numbers and saved into fields Name, CustomField2 a CustomField3.
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 ->Create or update Yodel.io contacts from Insightly CRM
Every time a new contact is created in Insightly CRM, Make will automatically create or update a contact in Yodel.io.
TRY IT ->Create Insightly CRM contacts from new Acuity Scheduling appointments
Every time a new appointment is scheduled in Acuity Scheduling, Make will automatically create a new contact in Insightly CRM.
TRY IT ->
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