What do you want to automate

with Insightly and Pipedrive?

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Add Activity with Pipedrive API on Deleted Record from Insightly API
Insightly + Pipedrive
 
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Add Activity with Pipedrive API on New Record from Insightly API
Insightly + Pipedrive
 
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Add Activity with Pipedrive API on Updated Record from Insightly API
Insightly + Pipedrive
 
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Add Deal with Pipedrive API on Deleted Record from Insightly API
Insightly + Pipedrive
 
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Add Deal with Pipedrive API on New Record from Insightly API
Insightly + Pipedrive
 
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Deleted Record from the Insightly API

Emit new event when a record is deleted.

 
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New Record from the Insightly API

Emit new event when a new record is created.

 
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Updated Record from the Insightly API

Emit new event when a new record is created.

 
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New Deal (Instant) from the Pipedrive API

Emit new event when a new deal is created.

 
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New Deal Update (Instant) from the Pipedrive API

Emit new event when a deal is updated.

 
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Create Contact with the Insightly API

Creates a new contact. See documentation

 
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Add Activity with the Pipedrive API

Adds a new activity. Includes more_activities_scheduled_in_context property in response's additional_data which indicates whether there are more undone activities scheduled with the same deal, person or organization (depending on the supplied data). See the Pipedrive API docs for Activities here. For info on adding an activity in Pipedrive

 
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Create Task with the Insightly API

Creates a new task. See documentation

 
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Add Deal with the Pipedrive API

Adds a new deal. See the Pipedrive API docs for Deals here

 
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Add Note with the Pipedrive API

Adds a new note. For info on adding an note in Pipedrive

 
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Integrate the Insightly API with the Pipedrive API
Setup the Insightly API trigger to run a workflow which integrates with the Pipedrive API. Pipedream's integration platform allows you to integrate Insightly and Pipedrive remarkably fast. Free for developers.

Overview of Insightly

Insightly's API offers a suite of functions that let you tap into your customer relationship management in real-time, integrating customer data, sales, and project info across a diverse array of business applications and workflows. With Pipedream, you can automate interactions with your Insightly account, sync data effortlessly, and connect to hundreds of apps to streamline tasks, from lead management to project tracking.

Connect Insightly

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    insightly: {
      type: "app",
      app: "insightly",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.${this.insightly.$auth.pod}.insightly.com/v3.1/Contacts`,
      auth: {
        username: `${this.insightly.$auth.api_key}`,
        password: ``,
      },
    })
  },
})

Overview of Pipedrive

Pipedrive API on Pipedream allows you to create powerful sales automation and data management workflows. With access to Pipedrive's CRM capabilities, you can automate deal updates, contact management, and sales reporting. Whether you're syncing customer information across platforms or triggering actions based on deal stages, Pipedream makes these integrations seamless.

Connect Pipedrive

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    pipedrive: {
      type: "app",
      app: "pipedrive",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `${this.pipedrive.$auth.api_domain}/users/me`,
      headers: {
        Authorization: `Bearer ${this.pipedrive.$auth.oauth_access_token}`,
      },
    })
  },
})

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo
Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo