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Insightly CRM
by UiPath
0
Integration Service Connector
<100
Summary
Summary
Insightly, an online lead nurturing platform, efficiently enables enterprises to create and nurture the sales pipelines with key features.
Overview
Overview
The Insightly CRM connector for UiPath provides automated integration with Insightly’s lead management and pipeline nurturing tools. It enables automation of common CRM activities such as creating and updating leads, managing opportunities and accessing insightful reporting dashboards directly from UiPath.
To begin automating with Insightly CRM, you must first establish a secure connection to your Insightly instance. Detailed authentication instructions are provided on the Insightly CRM authentication page.
The connector supports events via polling, and detailed event information is available on the Insightly CRM events page.
Once connected, the Insightly CRM activities can be used in UiPath Studio to automate interactions with Insightly data, enhancing lead management, pipeline tracking and CRM reporting.
Further details about the Insightly API can be found in the Insightly official documentation.
Features
Features
- Sales & Marketing - Automate lead creation, nurturing and follow-up activities, improving sales productivity.
- Customer Relationship Management - Enhance customer data management and automate reporting for faster, data-driven decision-making.
- Professional Services - Streamline project tracking, client interactions and opportunity management.
Technical
Updated
July 10, 2025
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Support
Link: https://www.uipath.com/company/contact-us/contact-technical-supportUiPath Standard Support, see your Service Agreement
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