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Google Sheets + Insightly

Google Sheets + Insightly

Google Sheets + Insightly integrations

Update Google Sheets rows when fields on Insightly records are altered

Keep your Google Sheets data up-to-date with changes made in your Insightly records. This workflow activates when you modify a field in your Insightly records and instantly creates a new row in your Google Sheets. This real-time information transfer is ideal for maintaining accurate records, eliminating manual data entry, and ensuring you always have the most recent information at your fingertips.

  1. When this happens...
    Updated Field on Record
    Updated Field on Record
    Updated Field on RecordTriggers when a field of your choosing (i.e. email address, status) is updated on any record of a specified Insightly object (ie. Contact, Lead, Opportunity, etc.).
  2. automatically do this!
    Create Spreadsheet Row
    Create Spreadsheet Row
    Create Spreadsheet RowCreate a new row in a specific spreadsheet.
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About Google Sheets
Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
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About 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.
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