Integrate Sukam Apps CRM with Insightly to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Record in Insightly when New Lead Is Added in Sukam Apps CRM
Update Record in Insightly when New Lead Is Added in Sukam Apps CRM
List Contact in Insightly when New Lead Is Added in Sukam Apps CRM
List Emails from Insightly when New Lead Is Added in Sukam Apps CRM
List Events from Insightly when New Lead Is Added in Sukam Apps CRM
Start from a real workflow other teams are already running.
Sukam Apps CRM
When this happens...
New Lead Is Added
Lead Updated
Insightly
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
Create Record in Insightly when New Lead Is Added in Sukam Apps CRM
Use this flowUpdate Record in Insightly when New Lead Is Added in Sukam Apps CRM
Use this flowList Contact in Insightly when New Lead Is Added in Sukam Apps CRM
Use this flowList Emails from Insightly when New Lead Is Added in Sukam Apps CRM
Use this flowList Events from Insightly when New Lead Is Added in Sukam Apps CRM
Use this flowList Leads from Insightly when New Lead Is Added in Sukam Apps CRM
Use this flowList Lead Sources from Insightly when New Lead Is Added in Sukam Apps CRM
Use this flowList Lead Statuses from Insightly when New Lead Is Added in Sukam Apps CRM
Use this flowList Milestones from Insightly when New Lead Is Added in Sukam Apps CRM
Use this flowList Notes from Insightly when New Lead Is Added in Sukam Apps CRM
Use this flowEverything you can automate between Sukam Apps CRM and Insightly.
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when new lead is added
Triggers when a lead updates
Triggers when a new contact is created or updated.
Triggers when new document template is created.
Triggers when new email is send.
Trigger when a event is created or updated.
Action is the task that follows automatically within your Sukam Apps CRM integrations.
Add a new lead to your CRM
Add contact/lead with fields
Create account/lead record
Create a new support ticket
Create opportunity record
Creates a Record.

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.

Learn how to automate Sukam Apps CRM and Insightly workflows.

Learn how to automate Sukam Apps CRM and Insightly workflows.

Learn how to automate Sukam Apps CRM and Insightly workflows.

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Sukam Apps CRM is an easy and powerful software designed to help your business grow. It is AI-powered and fully cloud-based, meaning you can manage your work from anywhere. Its main goal is to bring your Sales, Marketing, and Customer Support together in one place. With its advanced features, you can build stronger relationships with your customers, speed up your workflow, and boost your team's productivity. With Sukam Apps CRM, you can organize your business and run it the smart way.
Learn moreInsightly 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 moreSign up for a free viaSocket account, then authorize both your Sukam Apps CRM and Insightly accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Sukam Apps CRM and Insightly as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Insightly. No coding required.
Yes. You can set up a workflow where Sukam Apps CRM triggers actions in Insightly, and a separate workflow where Insightly triggers actions in Sukam Apps CRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Sukam Apps CRM and Insightly. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Sukam Apps CRM and Insightly integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.