DocSend

DocSend + Insightly Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect DocSend and Insightly, with as many as 27 possible integrations. Are you ready to find your productivity superpowers?

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

When this happens...
then do this!
New Link Created

This trigger fires when you create a new link in DocSend.

Create Contact

Create a new contact in your Insightly account.

New Space Created

This trigger fires when you create a new Space in DocSend.

Create Task

Create a new task in your Insightly account.

New Visit

Triggers when you get a new visit.

Create Note

Create a new note in your Insightly account.

New Contact

A new contact was created in your Insightly account.

Create Project

Creates a new project in your Insightly account.

New Task

A new task was created in your Insightly account.

Create Opportunity

Create a new opportunity in your Insightly account.

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DocSend tells you how prospects engage with your sales material after you send it. Know when to follow up, who to follow up with, and what to focus on, enabling you to do business faster.

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