About the Insightly CRM activity package

Insightly is an online lead nurturing platform that efficiently enables enterprises to create and nurture the sales pipelines with key features like lead maintenance, improved productivity, and generating insightful dashboards.

This activity package can be used with UiPath® Studio versions 2023.10 and newer.

To learn more about the Insightly activities, see the Activities page for a complete list and descriptions.

Tip:

To access preview activities, make sure that preview packages and activities are enabled. If you're using Studio Web, check out the Preview activities and packages section in the Studio Web User Guide. If you're using Studio Desktop, check out the Managing packages section in the Studio User Guide.

How it works

To enable the outbound automation between UiPath and Insightly, the activities establish an authenticated connection using the UiPath Connector for Insightly. Before you build your first project, complete the steps in the Authentication guide from the connector documentation.

Once established, the connection to the Insightly instance can be used in all activities of the package.