When this happens...
InsightlyNew Lead
Then do this...
DasherooSend 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

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

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

When this happens...
then do this!
Insightly
New Contact

A new contact was created in your Insightly account.

Dasheroo
Send Data to Dasheroo

Creates a line or area chart from the data sent to Dasheroo.

Insightly
New Task

A new task was created in your Insightly account.

Insightly
Create Contact

Create a new contact in your Insightly account.

Insightly
New Project

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

Insightly
Create Task

Create a new task in your Insightly account.

Insightly
New Organization

A new organization was created in your Insightly account.

Insightly
Create Note

Create a new note in your Insightly account.

Insightly
Updated Contact

Triggers when a contact is updated.

Insightly
Create Project

Creates a new project in your Insightly account.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,000+ others.

Become a Zapier Integration Partner

Track all of your important metrics for web analytics, email marketing, social media, marketing and sales, in one great-looking free business dashboard.

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.