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Insightly Integrations

CRM (Customer Relationship Management)

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Connect Insightly to 4000+ apps
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Integrate Google Sheets with Insightly

Google Sheets

Google, Spreadsheets
Integrate Mailchimp with Insightly

Mailchimp

Email Newsletters
Integrate Gmail with Insightly

Gmail

Email, Google
Integrate Facebook Lead Ads with Insightly

Facebook Lead Ads

Ads & Conversion, Facebook, Premium
Integrate Calendly with Insightly

Calendly

Scheduling & Booking
Integrate Gravity Forms with Insightly

Gravity Forms

Forms & Surveys, WordPress
Integrate Jotform with Insightly

Jotform

Forms & Surveys
Integrate Squarespace with Insightly

Squarespace

Forms & Surveys
Integrate ActiveCampaign with Insightly

ActiveCampaign

Marketing Automation
Integrate Google Drive with Insightly

Google Drive

File Management & Storage, Google
Integrate Acuity Scheduling with Insightly

Acuity Scheduling

Scheduling & Booking
Integrate Cognito Forms with Insightly

Cognito Forms

Forms & Surveys
Integrate Smartsheet with Insightly

Smartsheet

Spreadsheets
Integrate PandaDoc with Insightly

PandaDoc

Documents
Integrate Google Forms with Insightly

Google Forms

Forms & Surveys, Google
Integrate QuickBooks Online with Insightly

QuickBooks Online

Accounting, Premium
Integrate Google Calendar with Insightly

Google Calendar

Calendar, Google
Integrate Reply with Insightly

Reply

Marketing Automation
Integrate Microsoft Outlook with Insightly

Microsoft Outlook

Email, Microsoft
Integrate Leadpages with Insightly

Leadpages

Forms & Surveys
Integrate Asana with Insightly

Asana

Project Management
Integrate Slack with Insightly

Slack

Team Chat
Integrate Airtable with Insightly

Airtable

Databases
Integrate WPForms with Insightly

WPForms

Forms & Surveys, WordPress
Integrate Zoom with Insightly

Zoom

Video Conferencing
Integrate Microsoft Excel with Insightly

Microsoft Excel

Microsoft, Spreadsheets
Integrate Wufoo with Insightly

Wufoo

Forms & Surveys
Integrate Shopify with Insightly

Shopify

eCommerce, Premium
Integrate Eventbrite with Insightly

Eventbrite

Event Management
Integrate Jira Software Server with Insightly

Jira Software Server

Project Management
Integrate Trello with Insightly

Trello

Project Management
Integrate Formidable Forms with Insightly

Formidable Forms

Forms & Surveys, WordPress
Integrate Typeform with Insightly

Typeform

Forms & Surveys
Integrate LinkedIn Lead Gen Forms with Insightly

LinkedIn Lead Gen Forms

Ads & Conversion, Microsoft, Premium
Integrate Xero with Insightly

Xero

Accounting, Premium
Integrate Mailchimp Transactional with Insightly

Mailchimp Transactional

Transactional Email
Integrate Google Contacts with Insightly

Google Contacts

Contact Management, Google
Integrate Unbounce with Insightly

Unbounce

Forms & Surveys
Integrate Microsoft Office 365 with Insightly

Microsoft Office 365

Email, Microsoft
Integrate SurveyMonkey with Insightly

SurveyMonkey

Forms & Surveys
Integrate Caspio Cloud Database with Insightly

Caspio Cloud Database

Databases
Integrate Keap Max Classic with Insightly

Keap Max Classic

Marketing Automation, Premium
Integrate Constant Contact with Insightly

Constant Contact

Email Newsletters
Integrate Autopilot Journeys with Insightly

Autopilot Journeys

Marketing Automation
Integrate WooCommerce with Insightly

WooCommerce

eCommerce, WordPress
Integrate Twilio with Insightly

Twilio

Phone & SMS
Integrate SharpSpring with Insightly

SharpSpring

Marketing Automation
Integrate Facebook Pages with Insightly

Facebook Pages

Facebook, Social Media Accounts
Integrate HubSpot with Insightly

HubSpot

Marketing Automation
Integrate Wix Automations with Insightly

Wix Automations

CRM (Customer Relationship Management)
Integrate WebinarJam / EverWebinar with Insightly

WebinarJam / EverWebinar

Webinars
Integrate RingCentral with Insightly

RingCentral

Phone & SMS
Integrate Paperform with Insightly

Paperform

Forms & Surveys
Integrate Pendo with Insightly

Pendo

Analytics, Beta
Integrate Smoove with Insightly

Smoove

Marketing Automation
Integrate Seamless AI with Insightly

Seamless AI

Contact Management
Integrate ClickFunnels with Insightly

ClickFunnels

Marketing Automation
Integrate ScheduleOnce with Insightly

ScheduleOnce

Scheduling & Booking
Integrate DocuSign with Insightly

DocuSign

Signatures
Integrate Proposify with Insightly

Proposify

Proposal & Invoice Management
Integrate Dropbox with Insightly

Dropbox

File Management & Storage
Integrate Klaviyo with Insightly

Klaviyo

Marketing Automation
Integrate Zendesk with Insightly

Zendesk

Customer Support, Premium
Integrate Google Ads with Insightly

Google Ads

Ads & Conversion, Google, Premium
Integrate Ragic with Insightly

Ragic

App Builder
Integrate MailerLite with Insightly

MailerLite

Email Newsletters
Integrate monday.com with Insightly

monday.com

Project Management
Integrate Formstack with Insightly

Formstack

Forms & Surveys
Integrate Magento with Insightly

Magento

eCommerce, Premium
Integrate RegFox with Insightly

RegFox

Event Management
Integrate Stripe with Insightly

Stripe

Payment Processing
Integrate Webflow with Insightly

Webflow

Website Builders
Integrate WordPress with Insightly

WordPress

Website Builders, WordPress
Integrate Campaign Monitor with Insightly

Campaign Monitor

Email Newsletters
Integrate MessageBird with Insightly

MessageBird

Phone & SMS
Integrate Google Docs with Insightly

Google Docs

Documents, Google
Integrate Outgrow with Insightly

Outgrow

Forms & Surveys
Integrate eSign Genie with Insightly

eSign Genie

Beta, Signatures
Integrate Podio with Insightly

Podio

Project Management
Integrate Freshdesk with Insightly

Freshdesk

Customer Support
Integrate Mailparser with Insightly

Mailparser

Email
Integrate Quotient with Insightly

Quotient

Proposal & Invoice Management
Integrate Pinboard with Insightly

Pinboard

Bookmark Managers
Integrate FreshBooks with Insightly

FreshBooks

Accounting
Integrate Toggl with Insightly

Toggl

Time Tracking Software
Integrate Ninja Forms with Insightly

Ninja Forms

Forms & Surveys, WordPress
Integrate HelloSign with Insightly

HelloSign

Signatures
Integrate Box with Insightly

Box

File Management & Storage
Integrate SignNow with Insightly

SignNow

Signatures
Integrate Appointlet with Insightly

Appointlet

Scheduling & Booking
Integrate Basecamp 2 with Insightly

Basecamp 2

Project Management
Integrate Leadfeeder with Insightly

Leadfeeder

CRM (Customer Relationship Management)
Integrate Microsoft Exchange with Insightly

Microsoft Exchange

Email, Microsoft
Integrate CloudTalk with Insightly

CloudTalk

Phone & SMS
Integrate PlanSo Forms for WordPress with Insightly

PlanSo Forms for WordPress

Forms & Surveys, WordPress
Integrate Cognism Prospector with Insightly

Cognism Prospector

Beta, Marketing Automation
Integrate GetResponse with Insightly

GetResponse

Marketing Automation
Integrate CallRail with Insightly

CallRail

Call Tracking
Integrate Pardot with Insightly

Pardot

Marketing Automation, Premium
Integrate Jobber with Insightly

Jobber

Scheduling & Booking
Integrate FastField Mobile Forms with Insightly

FastField Mobile Forms

Forms & Surveys
Integrate Teachworks with Insightly

Teachworks

Online Courses
Integrate Envoy for Visitors with Insightly

Envoy for Visitors

Event Management
Integrate Rezdy with Insightly

Rezdy

Scheduling & Booking
Integrate Fulcrum with Insightly

Fulcrum

Forms & Surveys
Integrate Facebook Conversions with Insightly

Facebook Conversions

Ads & Conversion, Facebook
Integrate POWR Form Builder with Insightly

POWR Form Builder

eCommerce
Integrate Memberful with Insightly

Memberful

eCommerce
Integrate Nimble with Insightly

Nimble

CRM (Customer Relationship Management)
Integrate Hunter with Insightly

Hunter

Contact Management
Integrate Mapsly with Insightly

Mapsly

Beta, CRM (Customer Relationship Management)
Integrate Elfsquad Product Configurator with Insightly

Elfsquad Product Configurator

Beta, Developer Tools
Integrate Intercom with Insightly

Intercom

Customer Support
Integrate Microsoft Teams with Insightly

Microsoft Teams

Microsoft, Team Chat
Integrate Force24 with Insightly

Force24

Beta, Marketing Automation
Integrate ClickUp with Insightly

ClickUp

Project Management
Integrate Todoist with Insightly

Todoist

Task Management
Integrate ConvertKit with Insightly

ConvertKit

Drip Emails
Integrate Microsoft To Do with Insightly

Microsoft To Do

Microsoft, Task Management
Integrate LinkedIn with Insightly

LinkedIn

Microsoft, Social Media Accounts
Integrate ClickSend SMS with Insightly

ClickSend SMS

Phone & SMS
Integrate Square with Insightly

Square

Payment Processing
Integrate Instapage with Insightly

Instapage

Forms & Surveys
Integrate SimplyBook.me with Insightly

SimplyBook.me

Scheduling & Booking

Popular ways to use Insightly workflows

  • Send new Facebook Lead Ads leads to Insightly

    premium
    • Facebook Lead Ads logo
    • Insightly logo
    Facebook Lead Ads + Insightly
    More details

    1. When this happens

      Step 1: New Lead

    2. Then do this

      Step 2: Create Record

    See Zap detailsTry it

    Send new Facebook Lead Ads leads to Insightly

    premium
    Send new Facebook Lead Ads leads to Insightly
    • Facebook Lead Ads logo
    • Insightly logo
    Facebook Lead Ads + Insightly

  • Verify new email addresses in Insightly with QuickEmailVerification

    • Insightly logo
    • QuickEmailVerification logo
    • Insightly logo
    Insightly + QuickEmailVerification
    More details

    1. When this happens

      Step 1: New Record

    2. Then do this

      Step 2: Verify Email Address

    3. Then do this

      Step 3: Update Record

    See Zap detailsTry it

  • Create records in Insightly from new calls ended in JusCall

    • JustCall logo
    • Insightly logo
    JustCall + Insightly
    More details

    1. When this happens

      Step 1: Call Ended

    2. Then do this

      Step 2: Create Record

    See Zap detailsTry it

  • Install WordPress websites on your own server with new Insightly records

    • Insightly logo
    • WordPress Website Creator logo
    Insightly + WordPress Website Creator
    More details

    1. When this happens

      Step 1: New Record

    2. Then do this

      Step 2: New Website on Your Own Agency Server or cPanel

    See Zap detailsTry it

  • Create Insightly records from new Donately Donation

    • Donately logo
    • Insightly logo
    Donately + Insightly
    More details

    1. When this happens

      Step 1: New Donation

    2. Then do this

      Step 2: Create Record

    See Zap detailsTry it

Insightly integration details

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.

Supported triggers and actions

What does this mean?
insightly logo
insightly logo
insightly logo

About Insightly

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.
Learn More

Related categories

  • CRM (Customer Relationship Management)

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