Activities and Automation

Pipelines and Activity Sets

• Automation options in Insightly
• What are Pipelines?
• What are Activity Sets?
• How to set up a Pipeline
• How to set up an Activity Set
• How to apply activity sets
See all 8 articles

Workflow Automation

• ★ The Insightly CRM Automation Guide
• Overview of workflow automation
• How to configure an automated workflow
• Things to keep in mind for workflow automation
• What are webhooks in the workflow automation?
• What is a Lambda function?
See all 7 articles

Insightly Voice for Phone Calls

• The Guide to Insightly Voice
• What is Insightly Voice?
• What are the requirements for Insightly Voice?
• How to assign Insightly Voice licenses
• Customizing your Insightly Voice number
• Insightly Voice Basics
See all 14 articles

Tasks

• Using tasks in Insightly
• How to add a task
• Adding a reminder to a task
• Creating multiple tasks at one time
• Assigning a task to a team
• How to log phone calls or meeting notes

Calendar & Events

• The Insightly calendar
• How to use events
• Subscribing to your Insightly calendar feed
• Sharing your Insightly calendar in Google Calendar