Insightly CRM & Workday Integration

Workday is a cloud-based software solution designed to help companies of all sizes manage and automate their business. The platform features apps for human capital management (HCM), enterprise resource planning (ERP), and financial management. Companies benefit from having a unified solution for managing these different functionalities.

Why integrate Insightly and Workday with AppConnect?

Workday helps companies manage their HR and other operations. By integrating Workday and Insightly, you can empower your teams to create more meaningful customer experiences across all touchpoints.

Use Cases: Integrating Insightly and Workday with AppConnect

  • Fetch, export, and share reporting data across applications A Workday integration lets you execute report fetches and retrieve all the data from the reports directly in Insightly. Use this data to update CRM records in real-time to streamline workflows.
  • Create and update custom objects Integrating Insightly and Workday lets you extend Workday business objects to Insightly custom objects. Custom objects can store additional custom fields, allowing you to record essential sales and marketing data that’s unique to your business.
  • Connect your employee directory to Insightly You can use the integration to sync your Workday employee directory with Insightly. Automate the onboarding process by syncing employee information in Workday with Insightly user information.

Connect to 1000+ apps directly from Insightly

Insightly AppConnect is an integration automation application that makes it easy to build sophisticated integrations and workflows between Insightly and hundreds of applications you use across your entire organization.

Insightly AppConnect comes out of the box with hundreds of pre-built app connectors to all the apps you use every day in your organization. Use AppConnect to create workflows across IT, Marketing, HR, Finance, and Sales and Support. New connectors are added every month.

Build your own integrations with a powerful workflow builder

AppConnect is a very easy to use integration design tool that empowers anyone on your team to build out sophisticated integrations and workflows of any complexity level quickly without having to write any code. Connect to hundreds of apps you already use, map fields, transform and manipulate data, perform calculations, then deploy, schedule and trigger integrations in seconds without servers or IT involvement.

Experience the Insightly platform for yourself