Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.

You can find more information here.

How this Insightly + TrueMail integration works

• 1. Add new record to a Insightly account
• 2. Zapier sends the email to be verified with TrueMail
• 3. Zapier updates the existing Insightly record with TrueMail result code in a custom field

Apps involved

• • Insightly
• • TrueMail

Insightly Triggers

• New Organization.

  A new organization was created in your Insightly account.

• User Prefill.

  Retrieve the users in the system.

• New LeadStatus.

  Triggers when a new LeadStatus is created.

• New LeadSource.

  Triggers when a new LeadSource is created.

• Organization Prefill.

  Triggers when a new Organization is added to Insightly.

• New Project.

  Triggers when a new project is created within your Insightly account.

• New Contact.

  A new contact was created in your Insightly account.

• Updated Contact.

  Triggers when a contact is updated.

• New Task.

  A new task was created in your Insightly account.

• Test Trigger.

  Only for verifying your API Key.

• New Opportunity.

  Triggers when a new opportunity is created.

• Task Categories Prefill.

  Retrieve a list of the task categories.

• New Lead.

  Triggers when a new lead is created in your Insightly account.

• Updated Contact (Legacy).

  Triggers when a contact is updated.

• Opportunity Categories Prefill.

  Retrieve the categories for a dynamic dropdown.

• Create Project.

  Creates a new project in your Insightly account.

• Update Contact.

  Update a contact.

• Create Organization.

  Create a new organization in your Insightly account.

• Create Contact.

  Create a new contact in your Insightly account.

• Create Task.

  Create a new task in your Insightly account.

• Create Opportunity.

  Create a new opportunity in your Insightly account.

• Create Lead.

  Create a new lead in your Insightly account.

• Create Note.

  Create a new note in your Insightly account.