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Insightly CRM Activity Package
作成者: UiPath
0
アクティビティ
<100
要約
要約
Insightly, a robust lead nurturing platform, enhances sales pipelines with features like lead maintenance and insightful dashboards. Integrate with UiPath for efficient automation.
概要
概要
Insightly is an online lead nurturing platform designed to help enterprises create and nurture their sales pipelines. With key features such as comprehensive lead maintenance, enhanced productivity and insightful dashboard generation, Insightly empowers businesses to optimize their sales processes.
How It Works
To enable outbound automation between UiPath and Insightly, the activities utilize an authenticated connection established through the UiPath Connector for Insightly. Before starting your first project, ensure you complete the steps outlined in the Authentication Guide from the connector documentation.
Once the connection to your Insightly instance is established, you can use it across all activities in the package.
Activities
- Update Lead - Update an existing lead in Insightly CRM.
- Create a Lead - Add a lead into the Insightly CRM.
- Create Opportunity - Add an opportunity to the Insightly CRM.
- Update Opportunity - Update an existing opportunity from the Insightly CRM.
- Link Opportunity to Contact - Create a link for an opportunity in the Insightly CRM.
- Insert Record - Insert a new record in Insightly CRM.
- Get Record - Retrieve a record in Insightly CRM.
- Delete Record - Delete a record in Insightly CRM.
- List All Records - List all records in Insightly CRM.
- Replace Record - Replace a record in Insightly CRM.
This package is fully compatible with UiPath Studio versions 2023.10 and newer.
機能
機能
- Record Updated
- Opportunity Updated
- Link an Opportunity to Contact
- Record Created
- Delete Record
- Wait for an Event on Insightly CRM and Resume
- Opportunity Created
- Lead Created
- Lead Updated
- Replace Record
- Insert Record
- Update a Lead
- Create a Lead
- Create an Opportunity
- Insightly CRM HTTP Request
- Get Record
- List All Records
- Update an Opportunity
その他の情報
その他の情報
依存関係
None
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