Microsoft Office 365 Insightly

Log contact activity when incoming emails arrive

When an email is received in Microsoft Office 365, automatically log activity in Insightly to maintain a complete history of customer interactions.

Try:

See all Microsoft Office 365 + Insightly integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Microsoft Office 365 Explore Microsoft Office 365 →

Triggers
Email received

Fires when a new email arrives in Microsoft Office 365.

Email sent

Fires when an email is sent from Microsoft Office 365.

Email opened

Fires when a tracked email sent via Microsoft Office 365 is opened.

Email bounced

Fires when an email sent via Microsoft Office 365 bounces.

Actions
Send email

Sends an email via Microsoft Office 365.

Create draft

Creates a draft email in Microsoft Office 365.

Add label

Applies a label or folder to an email in Microsoft Office 365.

Move to folder

Moves an email into a different folder in Microsoft Office 365.

Insightly Explore Insightly →

Triggers
New lead created

Fires when a new lead or contact is created in Insightly.

Deal stage changed

Fires when a deal moves to a new stage in Insightly.

Deal won

Fires when a deal is marked won in Insightly.

Contact updated

Fires when a field on a contact changes in Insightly.

Actions
Create or update contact

Creates or updates a contact in Insightly.

Create deal

Creates a new deal in Insightly.

Update deal stage

Moves a deal to a new stage in Insightly.

Log activity

Logs a call, email, or note against a record in Insightly.

Send welcome emails to newly created leads When a new lead is created in Insightly, automatically send an introductory email in Microsoft Office 365 to jumpstart prospect engagement. See details
Update contact records when emails bounce If an email bounced in Microsoft Office 365, automatically update the contact in Insightly to flag invalid details and clean up your database. See details

See all Microsoft Office 365 + Insightly integrations →  ·  Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Log contact activity when incoming emails arrive” between Microsoft Office 365 and Insightly?

Yes — describe it in the box above and Knit's Integrations Agent researches Microsoft Office 365 and Insightly's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

What are the benefits of linking Insightly and Microsoft Office 365?

Connecting them automates prospective buyer engagement, keeps communication histories updated in CRM records, and maintains list health when messages bounce.

Can incoming emails update sales deal notes?

Yes, receiving an email in Microsoft Office 365 can automatically log activity against the matching contact or deal in Insightly.

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