Docketwise is a practice management and forms software for immigration lawyers and law firms.

Docketwise

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

Zoho CRM

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.

Pipedrive

Infusionsoft by Keap is all-in-one marketing and sales automation software for small businesses. It effortlessly combines CRM, email marketing and e-commerce.

Infusionsoft by Keap

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Salesforce (Legacy)

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.

If you run a business, then you know how important both CRM and project management are to your company’s success. Connect Insightly to Zapier and you have the ideal duo for automatically adding and tracking new contacts, assigning tasks to your team, creating calendar events, and so much more.

Here are some creative ways to use Insightly with Zapier:

Save important sales leads that land on your website. If you use the Gravity Forms plug-in for your WordPress site, Zapier will convert those form submissions into Insightly contacts.

Build lists for your email marketing campaigns. After a new contact is added to Insightly, Zapier inserts them directly into your MailChimp email list.

Assign tasks to your team that already include the details. Make or move a Trello card to a specific list and let Zapier assign that task to your Insightly team member.

Docketwise

Insightly

Docketwise + Insightly Integrations

Connect Docketwise + Insightly in Minutes

All Triggers & Actions

How Docketwise + Insightly Integrations Work