Insightly Logo
Help Center
Help Center System Status Login
  1. Help Desk
  2. Knowledge
  3. Insightly CRM
  4. Automation
  • The Insightly CRM Automation Guide
  • Overview of Workflow Automation
  • Automation options in Insightly
  • How to Configure an Automated Workflow
  • How to set up a Lambda function
  • Things to Keep in Mind for Workflow Automation
  • What are webhooks in the workflow automation?
  • What is a Lambda function?

The Insightly CRM Automation Guide

  1. Introduction
    1. Automation options in Insightly
  2. Automatic Task and Event Creation
    1. What are Pipelines?
    2. How to set up a Pipeline
    3. What are activity sets?
    4. How to set up an activity set
    5. How to clone an activity set
    6. How to apply activity sets
    7. Video: Automating with Pipelines and activity sets
  3. Workflow Automation
    1. Video: Automating with Workflows
    2. Overview of workflow automation
    3. How to configure an automated workflow
    4. Webhooks for workflow automation
    5. Things to keep in mind for workflow automation
    6. What is a Lambda function?
    7. How to set up a Lambda function
    8. Setting up a lead assignment rule
    9. How to use filter logic in lead assignment rules
Was this article helpful?
Insightly Logo
Copyright © 2019 Insightly, Inc. Insightly Website +1 888 999-4039 Terms of Service Privacy Policy
  • social_twitter
  • social_linkedin
  • Facebook
  • social_youtube