Insightly integration + automation

Insightly integrations couldn’t be easier with the Tray Platform’s robust Insightly connector, which connects any services without the need for separate integration tools.

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Insightly

Quick and easy Insightly CRM integrations

Build custom Insightly CRM integrations in minutes with the low-code Tray Platform. Our intuitive, 100% visual builder empowers you to seamlessly integrate Insightly CRM with any data source, without IT support. 

Need an Insightly CRM connector to flow CRM data across your tech stack? With the Tray Platform, you can sync mission-critical data across any of your applications, including data within custom fields, flat files (such as CSVs), FTP, webhooks, email, and any other data source. Our easy-to-use, drag-and-drop builder allows anyone to stand up integrations that boost sales productivity and win rates. 

But why stop there? You can maximize efficiency and drive revenue with powerful Insightly CRM automation. Build multi-step workflows that streamline time-consuming tasks such as prioritizing leads, generating quotes, and updating sales records. Empower your sales team to spend less time doing manual work and more time closing deals.

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Your Product: Tray Embedded

Empower your teams to build integrations for every customer

  • Accelerate your integrations while saving engineering resources
  • Deliver integrations that drive customer satisfaction—fast, profitably, and at scale 
  • Elastically Scale to manage your customer’s data needs, without painful sizing, provisioning, or overhead
  • Accelerate developer velocity with a modern, low-code experience

Insightly Connector Details

Uses

Sales, Marketing

Category

Customer Relationship Management (CRM)

Triggers

None

Connector type

Tray Connector

Operations

Create contact, Delete contact, Get contact, List contact custom fields, List contact custom fields DDL, List contact relationships, List contact relationships DDL, List contacts, List contacts DDL, List countries

sean-passanisi

With the Tray Platform, we’ve been able to automate formerly inefficient and error-prone revenue ops processes with enterprise security and a modern interface...without engineering resources.

Sean Passanisi - Senior Manager, Sales and Marketing Operations

Udemy

Tray.io is the leader in low-code automation

G2 - Best Meets Requirements Winter 2021G2 - Best Results Winter 2021G2 - Users Most Likely To Recommend Winter 2021G2 - High Performer Mid-Market Winter 2021G2 - High Performer Winter 2021G2 - Leader Mid-Market Winter 2021G2 - Leader Winter 2021G2 - Momentum Leader API Mangement Winter 2021G2 - Momentum Leader iPaaS Winter 2021

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Transforming over 47,000+ organizations

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Dex Yp used Tray.io to connect their MarTech stack

The Tray Platform is...

Flexible

Flexible

Connect to anythingAccess every endpointAutomate any event

Easy

Easy

Visual and intuitive UX Clicks-or-code automationCollaborative development

Powerful

Powerful

Logical operatorsAdvanced capabilitiesReal-time logs

Scalable

Scalable

Elastic scalabilityParallel processingLog data storage

Trusted

Trusted

Secure (SOC2 II, GDPR, HIPAA)Built-in 2FA + full encryptionRole-based access

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