Insightly

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.

Integration & Dashboard Templates

Save hours on creating Automations and Dashboards from scratch with 100s of professionally designed templates.
Easyflow connects simply and securely to your app account, so you can compile key website and app metrics on an easy-to-understand dashboard.
You can then view and share your dashboard wherever you and your team are working, via sharing links, a mobile browser, or on a big-screen TV.

Easyflow allows you to extract the key metrics you need with powerful filters

Triggers, Searches and Actions

Easyflow connects simply and security to your chosen app so you can unlock powerful capabilities by:

Receive data (Trigger)

Receives data from an applet

Gets a list of Tasks (Search)

Gets a list of Tasks

Gets a list of Opportunities (Search)

Gets a list of Opportunities

Gets a filtered list of Projects (Search)

Gets a filtered list of Projects

Gets a list of Projects (Search)

Gets a list of Projects

Gets a filtered list of Users (Search)

Gets a filtered list of Users

Gets a list of Contacts (Search)

Gets a list of Contacts

Gets a list of Leads (Search)

Gets a list of Leads

Gets a list of Organisations (Search)

Gets a list of Organisations

Get User Profile (Search)

Get User Profile

Adds a Task (Action)

Adds a Task

Adds an Opportunity (Action)

Adds an Opportunity

Adds a Project (Action)

Adds a Project

Adds a Contact (Action)

Adds a Contact

Updates a Contact (Action)

Updates a Contact

Adds a Lead (Action)

Adds a Lead

Updates a Lead (Action)

Updates a Lead

Adds an Organisation (Action)

Adds an Organisation

Connect to

1000+ Apps and Services

Explore tons of pre-built templates

Start automating common business processes immediately with tons of prebuilt templates.
You can use them as they are or customize them to suit your needs

Supported
Triggers, Searches, Filters, and Actions

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Available Datasets

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Frequently Asked Questions

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Ready to start automating?

Getting started with Easyflow is simple, secure and there's no installation required.

1. Choose your apps

Select and authorize the apps you want to sync.

2. Connect

Hundreds of prebuilt templates

3. Let it start!

Set it and forget it, Easyflow will take over from here!