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Automatically create Insightly tasks via email

  1. When this happensStep 1: New Inbound Email

  2. Then do thisStep 2: Create Task

When your team receives an email from a customer, their top priority is resolving the issue as soon as possible. This integration automatically creates Insightly tasks when new emails are received in your Zapier email inbox. You can forward emails to Zapier—or have your email app automatically forward messages—and they'll automatically be turned into Insightly tasks. Or you can even email new tasks to Insightly when you're on the go, as a simple way to add tasks wherever you are.

How It Works

  1. A new email is received in your Zapier email inbox.
  2. Zapier automatically adds a task to Insightly.

What You Need

  • A Zapier email account
  • An Insightly account
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Connect Email by Zapier + Insightly in Minutes

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

All Triggers & Actions

InstantNew Inbound Email

Triggers when an email is forwarded to your own custom zapiermail.com address.

Create Lead

Create a new lead in your Insightly account.

Create Opportunity

Create a new opportunity in your Insightly account.

Create Project

Creates a new project in your Insightly account.

Update Contact

Update a contact.

Create Contact

Create a new contact in your Insightly account.

Create Note

Create a new note in your Insightly account.

Create Organization

Create a new organization in your Insightly account.

Create Task

Create a new task in your Insightly account.

Update Lead

Update an existing Lead.

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