Activities
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Integration Service Activities
Last updated May 22, 2024

Activities

The following table lists the activities that are included in this package.

ActivityDescriptin
Update LeadUpdate an existing lead in Insightly CRM.
Create a LeadAdd a lead into the Insightly CRM.
Create OpportunityAdd an opportunity to the Insightly CRM.
Update OpportunityUpdate an existing opportunity from the Insightly CRM.
Link Opportunity to ContactCreate a link for an opportunity in the Insightly CRM.
Insert RecordInsert a new record in Insightly CRM.
Get RecordRetrieve a record in Insightly CRM.
Delete RecordDelete a record in Insightly CRM.
List All RecordsList all records in Insightly CRM.
Replace RecordReplace a record in Insightly CRM.

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