Insightly + Upcall Integrations, Built by an AI Agent
Put Insightly + Upcall to work with AI and enterprise-grade automation
4.9/5 on G2·
Google for Startups Accelerator
Workflows you can build between Insightly and Upcall
See the kind of workflows teams build with Insightly and Upcall below — describe the exact one you want above and the Agent builds it on demand.
Insightly + Upcall
When new contacts are created in Upcall, sync them as contacts in Insightly.
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Send text messages to newly created leads
When a new lead is created in Insightly, automatically send a welcome SMS via Upcall to establish immediate contact.
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Log inbound calls and missed calls in CRM
When an inbound call or missed call occurs in Upcall, automatically log the activity on the contact's record in Insightly.
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Dispatch text confirmations on won deals
When a deal is won in Insightly, send an automated SMS via Upcall to confirm details with the client.
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Browse the full workflow library →
Looking to achieve something else with Insightly and Upcall?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Insightly and Upcall
Everything Insightly and Upcall can do inside a workflow — the triggers that start one and the actions that run when it fires.
Insightly Explore Insightly →
A cloud CRM and project management platform that manages sales pipelines, customer contacts, and project delivery.
TriggersTriggers when a record is deleted.
Triggers when a new record is created.
Triggers when a field of your choosing (i.e. email address, status) is updated on any record of a specified Insightly object (ie. Contact, Lead, Opportunity, etc.).
Triggers when a record is updated.
Creates a Record
Updates a Record
Upcall Explore Upcall →
Upcall is an outbound calling and SMS platform that connects businesses with professional callers to execute outreach campaigns.
TriggersTriggers when a new call has been made.
Triggers when a new contact is added to your Upcall campaign. Useful if other sources point to Upcall.
Triggers when new answers were collected during a call (appointment date, survey questions, lead details, etc).
Add a Contact to a campaign and call it.
Update an existing Contact. For example, you can update the fields (name, email, etc.) or the status (stop calling, etc.).
Other CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10xCRM
10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.
17hats
17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.
1CRM
1CRM is an all-in-one customer relationship management solution for small and medium businesses to manage leads, orders, and service requests.
1FIT
A fitness management platform that provides users with access to multiple gyms and sports facilities under a single membership.
ABC GymSales
ABC GymSales is a sales automation and lead management tool designed specifically for health clubs and commercial fitness centers.
ABC Sales AI
ABC Sales AI is an automated sales enablement platform that assists revenue teams in prospecting, engaging, and managing prospective customer leads.
AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Other Phone & SMS apps on Knit
Explore more Phone & SMS integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
2Chat
2Chat is a messaging integration platform that enables e-commerce brands to connect WhatsApp accounts to business systems for automated customer support.
46elks
46elks is a developer platform offering cloud telecommunication APIs to send and receive SMS messages, MMS, and manage phone calls.
8x8
8x8 is a cloud communications platform providing voice calling, video conferencing, team messaging, and contact center capabilities.
Abby Connect
Abby Connect is a virtual receptionist and answering service that manages incoming customer phone calls and live website chats.
Adversus Dialer
Adversus Dialer is a cloud-based predictive dialer and contact center platform designed to automate outbound telemarketing calls.
Aircall
Aircall is a cloud-based phone system and call center software integrated with sales and support tools for business communication.
allmysms
allmysms is a mobile messaging platform providing bulk SMS sending, two-way texting, and automated message notification services.
Aloware
A contact center and cloud phone system providing automated calling, texting, and sales dialer capabilities for teams.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Insightly + Upcall
Is there a pre-built Insightly + Upcall automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Insightly and Upcall's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Insightly or Upcall connector?
No. The Agent works whether or not Insightly or Upcall already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does connecting Insightly and Upcall help track phone communications?
Inbound calls, text messages, and missed calls handled in Upcall can automatically log activities or update lead profiles directly inside Insightly.
Can I automate text message follow-ups when deal stages change?
Yes, updating a deal stage in Insightly can prompt Upcall to send an automated SMS confirmation or message to the client.