Databox
When this happens...
InsightlyNew Lead
Then do this...
DataboxPush Custom Data

Staying on top of new leads is just as important as your lead generation efforts. With this automation, you can connect Insightly and Databox so every time you receive a new lead in Insightly, that lead is added to Databox.

How it works

  1. You receive a new lead in Insightly
  2. Zapier detects the new lead and sends the value to Databox

What you need

  • Insightly account
  • Databox account

Why Zapier?

Free

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

Easy

No coding required—automate any of 1,500+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

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

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

A new contact was created in your Insightly account.

Increase Counter

Increment a specified metric by 1 every time this action happens.

New Task

A new task was created in your Insightly account.

Push Custom Data

Push any custom data to Databox.

New Project

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

Create Contact

Create a new contact in your Insightly account.

New Organization

A new organization was created in your Insightly account.

Create Task

Create a new task in your Insightly account.

Updated Contact

Triggers when a contact is updated.

Create Note

Create a new note in your Insightly account.

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Databox is a mobile dashboard/platform that helps you stay connected to your key business performance metrics.

Learn More

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.

See Insightly Integrations