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Insightly CRM Activity Package
by UiPath
0
Activity
<100
Summary
Summary
Insightly, a robust lead nurturing platform, enhances sales pipelines with features like lead maintenance and insightful dashboards. Integrate with UiPath for efficient automation.
Overview
Overview
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.
Features
Features
Additional Information
Additional Information
Dependencies
None
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