Connect Insightly and Gleam.io to Build Intelligent Automations

Choose a Trigger

Insightly

When this happens...

Choose an Action

Gleam.io

Automatically do this!

Enable Integrations or automations with these events of Insightly and Gleam.io

Enable Integrations or automations with these events of Insightly and Gleam.io

Triggers

New or Updated Contact

New or Updated Contact

Triggers when a new contact is created or updated.

New Document Template

New Document Template

Triggers when new document template is created.

New Email

New Email

Triggers when new email is send.

New or Updated Event

New or Updated Event

Trigger when a event is created or updated.

New or Updated Lead

New or Updated Lead

Triggers when new lead is created or updated.

New or Updated Opportunities

New or Updated Opportunities

Triggers when new opportunity is created or updated.

Actions

Create Record

Create Record

Creates a Record.

Update Record

Update Record

Updates a Record

List Contact

List Contact

Retrieves the list of all contacts

List Emails

List Emails

Retrieves the list of all emails

List Events

List Events

Retrieves the list of all events

List Leads

List Leads

Retrieves the list of all leads

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Frequently Asked Questions

How do I start an integration between Insightly and Gleam.io?

To start, connect both your Insightly and Gleam.io accounts to viaSocket. Once connected, you can set up a workflow where an event in Insightly triggers actions in Gleam.io (or vice versa).

Can we customize how data from Insightly is recorded in Gleam.io?

Absolutely. You can customize how Insightly data is recorded in Gleam.io. This includes choosing which data fields go into which fields of Gleam.io, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Insightly and Gleam.io?

The data sync between Insightly and Gleam.io typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Insightly to Gleam.io?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Insightly and Gleam.io?

Yes, you can set conditional logic to control the flow of data between Insightly and Gleam.io. 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.

Insightly

About 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.

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Gleam.io

About Gleam.io

Marketing apps to help you grow your business.

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