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Integration Service Activities
Last updated May 22, 2024


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

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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