The Insightly CRM Automation Guide

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  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
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