STEP 1
Connect Apollo and Insightly
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Apollo and Insightly Integration
Connect Apollo and Insightly to automate crm workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.
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Learn about Apollo and Insightly
Detailed info you need to know about Apollo and Insightly integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Apollo to Insightly
Set up your Apollo and Insightly integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Apollo and Insightly nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Apollo and Insightly. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Apollo and Insightly work in WEXTL?
WEXTL exposes actions and triggers for Apollo and Insightly that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Insightly triggersApollo actions
Insightly modules
- Create a ContactCreates a new contact.
- Create a File Attachment on a ContactCreates a new file attachment on a contact.
- Create a File Attachment on a LeadCreates a new file attachment on a lead.
- Create a File Attachment on an OrganisationCreates a new file attachment on an organisation.
- Create a LeadCreates a new lead.
- Create a Lead SourceCreates a new lead source.
- Create a Lead StatusCreates a new lead status.
- Create a Link on a ContactCreates a new link on a contact.
- Create a Link on an OrganisationCreates a new link on an organisation.
- Create a Merged Document for a ContactCreates a new merged document for a contact.
- Create a Merged Document for a LeadCreates a new merged document for a lead.
- Create a Merged Document for an OrganisationCreates a new merged document for an organisation.
- Create an Activity Set on a ContactCreates a new activity set on a contact.
- Create an Activity Set on a LeadCreates a new activity set on a lead.
- Create an Activity Set on an OrganisationCreates a new activity set on an organisation.
- Create an OpportunityCreates a new opportunity.
- Create an OrganisationCreates a new organisation.
- Create a Note on a ContactCreates a new note on a contact.
- Create a Note on a LeadCreates a new note on a lead.
- Create a Note on an OrganisationCreates a new note on an organisation.
- Create a Tag on a ContactCreates a new tag on a contact.
- Create a Tag on a LeadCreates a new tag on a lead.
- Create a Tag on an OrganisationCreates a new tag on an organisation.
- Delete a ContactDeletes a contact.
- Delete a Contact's Custom Image FieldDeletes a contact's custom image field.
- Delete a Contact's ImageDeletes a contact's image.
- Delete a LeadDeletes a lead.
- Delete a Lead's Custom Image FieldDeletes a lead's custom image field.
- Delete a Lead's ImageDeletes a lead's image.
- Delete a Lead SourceDeletes a lead source.
- Delete a Lead StatusDeletes a lead status.
- Delete a Link on a ContactDeletes a link on a contact.
- Delete a Link on an OrganisationDeletes a link on an organisation.
- Delete an OrganisationDeletes an organisation.
- Delete an Organisation's Custom Image FieldDeletes an organisation's custom image field.
- Delete an Organisation's ImageDeletes an organisation's image.
- Delete a Tag from a ContactDeletes a tag from a contact.
- Delete a Tag from a LeadDeletes a tag from a lead.
- Delete a Tag from an OrganisationDeletes a tag from an organisation.
- Follow a ContactStarts following a contact.
- Follow a LeadStarts following a lead.
- Follow an OrganisationStarts following an organisation.
- Get a ContactReturns a single contact.
- Get a Contact's Custom Image FieldReturns a contact's custom image field.
- Get a Contact's ImageReturns a contact's image.
- Get a Follow State for a ContactReturns a single follow state for a contact.
- Get a Follow State for a LeadReturns a single follow state for a lead.
- Get a Follow State for an OrganisationReturns a single follow state for an organisation.
- Get a LeadReturns a single lead.
- Get a Lead's Custom Image FieldReturns a lead's custom image field.
Apollo modules
- Activate SequenceActivates a sequence so it can send.
- Add Contacts to SequenceEnrolls contacts in a sequence.
- Add Records to ListAdds records to one or more lists.
- Archive SequenceArchives a sequence.
- Bulk Create AccountsCreates many accounts in one request.
- Bulk Create ContactsCreates many contacts in one request.
- Bulk Create TasksCreates many tasks in one request.
- Bulk Update AccountsUpdates many accounts in one request.
- Bulk Update ContactsUpdates many contacts in one request.
- Check Email Send StatusReturns the send status of an outreach email.
- Check Email StatsReturns activity stats for an outreach email.
- Complete TaskMarks a task as completed.
- Create AccountCreates a new account.
- Create ContactCreates a new contact.
- Create DealCreates a new deal.
- Create Email DraftCreates a draft outreach email.
- Create ListCreates a new list.
- Create SequenceCreates a new sequence.
- Create TaskCreates a new task.
- Deactivate SequenceDeactivates a running sequence.
- Get AccountReturns a single account by ID.
- Get ContactReturns a single contact by ID.
- Get Contact Sequence ActivityReturns sequence activity for a contact.
- Get Current UserReturns the profile for the authenticated user.
- Get DealReturns a single deal by ID.
- Get Email ContentReturns the content of an outreach email.
- Get TaskReturns a single task by ID.
- List Account StagesRetrieves account stages for the workspace.
- List Contact StagesRetrieves contact stages for the workspace.
- List DealsRetrieves deals in the workspace.
- List Deal StagesRetrieves deal stages for the workspace.
- List Email AccountsRetrieves connected email accounts.
- List Email SchedulesRetrieves email schedules for sequences.
- List ListsRetrieves lists in the workspace.
- List NotesRetrieves notes linked to CRM records.
- List UsersRetrieves users in the workspace.
- Make an API CallPerforms an arbitrary authorized API call.
- Remove Records from ListRemoves records from one or more lists.
- Search AccountsRetrieves accounts that match the search filters.
- Search ContactsRetrieves contacts that match the search filters.
- Search Outreach EmailsRetrieves outreach emails that match the filters.
- Search SequencesRetrieves sequences that match the search filters.
- Search TasksRetrieves tasks that match the search filters.
- Send Email NowSends an outreach email immediately.
- Skip TaskMarks a task as skipped.
- Update AccountUpdates an existing account.
- Update Account OwnerUpdates the owner for multiple accounts.
- Update ContactUpdates an existing contact.
- Update Contact OwnerUpdates the owner for multiple contacts.
- Update Contact Sequence StatusUpdates enrollment status for contacts in sequences.
Frequently asked questions
Common questions about connecting Apollo and Insightly.
Connect your Apollo and Insightly accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Insightly's "Watch Contacts" fires, WEXTL can "Activate Sequence" in Apollo. Apollo has 55 actions (including Activate Sequence, Add Contacts to Sequence, and Add Records to List); Insightly has 125 actions (including Create a Contact, Create a File Attachment on a Contact, and Create a File Attachment on a Lead). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Apollo-to-Insightly automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Apollo (or Insightly) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Apollo + Insightly automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Apollo and Insightly integration.
- Apollo and Insightly integration source code, module specs and credentials implementation.
- Our Apollo and Insightly integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Apollo and Insightly — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Apollo integration information
- Insightly integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library