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View new Insightly leads within Dasheroo

  1. When this happensStep 1: New Lead

  2. Then do thisStep 2: Send Data to Dasheroo

Lead acquisition is an important part of the sales process and Insightly can be very helpful to streamline your lead management process. With this Zapier integration, every time a new lead is created in Insightly, Zapier sends this data to Dasheroo. You can now track how the number of new leads from Insightly are trending within a given time period, alongside your other KPIs from email marketing, social media marketing, web analytics and more.

Note: This Zapier integration doesn't import already existing leads from your Insightly CRM, only new leads after you've set it up.

How It Works

  1. You add a new lead on Insightly
  2. Zapier automatically pushes this data to your Dasheroo insight

What You Need

  • Insightly account
  • Dasheroo account with a Zapier insight set up on your dashboard
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Connect Dasheroo + Insightly in Minutes

It's easy to connect Dasheroo + Insightly and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

New Contact

A new contact was created in your Insightly account.

New Opportunity

Triggers when a new opportunity is created.

New Project

Triggers when a new project is created within your Insightly account.

Updated Contact

Triggers when a contact is updated.

New Lead

Triggers when a new lead is created in your Insightly account.

New Organization

A new organization was created in your Insightly account.

New Task

A new task was created in your Insightly account.