Connect Google Sheets and Insightly to Build Intelligent Automations
Choose a Trigger
When this happens...
New or Updated Spreadsheet Row
New Spreadsheet
New Worksheet
Choose an Action
Automatically do this!
Create Record
Update Record
List Contact
List Emails
List Events
List Leads
List Lead Sources
List Lead Statuses
List Milestones
List Notes
List Opportunities
List Organisations
List Pipelines
List Pipeline Stages
List Projects
List Relationships
List Tasks
List Team Members
List Teams
List Users
Ready to use Google Sheets and Insightly automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New or Updated Spreadsheet Row
Runs when spreadsheet row is added or updated
New Spreadsheet
Runs when a new spreadsheet is created.
New Worksheet
Triggers when a new worksheet is created within the selected Spreadsheet.
New or Updated Contact
Triggers when a new contact is created or updated.
New Document Template
Triggers when new document template is created.
New Email
Triggers when new email is send.
Do thisActions
Action is the task that follows automatically within your Google Sheets integrations.
Update Spreadsheet Row
Update specific columns in a row of a Google Sheet.
List Sheet Rows
Retrieve rows from a Google Sheets tab as objects with row numbers; supports optional headers, offset/limit paging, and listing from the last row.
Delete Row
delete row from a specified sheet.
Add Row To Sheet
Add a row with column values
Lookup Spreadsheet Rows
Find rows in a Google Sheet that match a column value or an advanced filter.
Copy Subsheet
Creates a new sheet by copying an existing sheet from a spreadsheet.
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Step by step guides to integrate Google Sheets and Insightly
Frequently Asked Questions
To start, connect both your Google Sheets and Insightly accounts to viaSocket. Once connected, you can set up a workflow where an event in Google Sheets triggers actions in Insightly (or vice versa).
Absolutely. You can customize how Google Sheets data is recorded in Insightly. This includes choosing which data fields go into which fields of Insightly, setting up custom formats, and filtering out unwanted information.
The data sync between Google Sheets and Insightly typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Google Sheets and Insightly. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Google Sheets
Google Sheets is a cloud-based spreadsheet tool that lets users create, edit, and organize data online. It supports real-time collaboration, allowing multiple users to work on the same file simultaneously. It also includes tools for data analysis, charts, and easy sharing.
Learn MoreAbout Insightly
Insightly is a powerful CRM and project management tool designed to help businesses manage customer relationships, track sales, and streamline project workflows. With Insightly, you can easily organize and manage your contacts, leads, and opportunities, as well as collaborate with your team on projects and tasks.
Learn More
