Source
Automation & workflows — found from sitemap — Insightly
Checked for Insightly on 1 Oct 2026
- Page
- https://www.insightly.com/crm/workflow-automation/
- Checked
- 1 Oct 2026, 09:21 UTC
- How we may use it
- Public page, crawling permitted
Technical details
- type
- page
- http status
- 200
- content hash
- sha256:90163cefb785a8c1e9d8b8c352425dd91aa99fcfcadfc4a61056eaf8cf8266ad
- permission
- robots_ok
- screenshot
- Screenshot on file (internal exhibit, not published)
Cited by
Facts read from this source
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Workflow automation description Report an error
“It’s a function in Insightly CRM that allows you to automate notifications, tasks, and triggers, update fields and objects, and fire integrations using the data you already have in Insightly”
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Workflow automation plans Report an error
“Workflow automation is available on Insightly’s Professional and Enterprise plans.”
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Lead follow up reminders Report an error
“You can alert sales reps to leads that are assigned to them and create a series of tasks for follow-up with that lead on specific dates.”
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Pipeline stage task automation Report an error
“use workflow automation to auto-populate that set of tasks that should be done at every stage in the opportunity pipeline”
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Marketing list automation Report an error
“You can use workflow automation to add a prospect that is linked to a contact or lead to a static marketing list. If a linked marketing prospect does not exist for the lead or contact, a new Prospect will be created first and will be added to the list.”
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Appconnect Report an error
“Marketing automation AppConnect”
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API availability Report an error
“Insightly API”