Insightly Integrations

Do you want to be able to keep track of your responsibilities across multiple platforms? Now, whether you use Insightly or Asana, you will always know what needs to get done. This integration automatically adds Insightly tasks to Asana, including every bit of info from your tasks so you'll know what you need to do in either of your apps. Staying on top of your projects will be easier then ever before.

How It Works

1. A new task is added to Insightly.
2. Zapier automatically adds a task to Asana.

What You Need

• An Insightly account
• An Asana account

You already use Trello and Insightly because they're both great for different things. Leverage their individual strengths with this integration. This automation creates Trello cards from new Insightly tasks. Now you can easily organize tasks and make sure your team is staying on top of them.

How It Works

1. A new task is added to Insightly.
2. Zapier automatically creates a new card in Trello.

What You Need

• An Insightly account
• A Trello card

Manage your customer relationships and contact lists at the same time with the Insightly to Constant Contact integration. Once set up, when a new contact is added to Insightly, Zapier will automatically create a new contact in Constant Contact. Reaching your audience is easier when you use this Zapier automation.

How It Works

1. A new contact is added in Insightly
2. Zapier creates a new contact in Constant Contact

What You Need

• Insightly account
• Constant Contact account

One of the best ways to stay in touch with contacts is to send them periodic updates via email. This Insightly MailChimp integration makes it easy to add new Insightly contacts to a MailChimp list so that you can easily stay in touch.

How It Works

1. Add new contacts to Insightly
2. Zapier will automatically add those contacts to a MailChimp list

What You Need

• An Insightly account
• A MailChimp account

If your organisation uses Insightly and you want to send ad-hoc emails using Gmail, you can use Zapier to automatically start adding new Insightly contacts to Google Contacts as they are created. You can optionally specify a contact group in Google Contacts to separately identify these contacts in Gmail.

Once you set up this Insightly Google Contacts integration, new Insightly contacts created from that point forward are individually added to Google Contacts as new contacts.

Note: This Zapier integration doesn't import existing Insightly contacts into Google Contacts, only new contacts after you've set it up.

How It Works

1. A new Insightly contact is created.
2. Zapier adds that data to Google Contacts as a new contact.

What You Need

• Insightly account
• Google Contacts account

Load your Insightly contacts directly when clients book new appointments in Acuity Scheduling. This Zapier integration can start to automatically add new Acuity Scheduling contacts to Insightly as they create a new appointment.

Once you set up this Acuity Scheduling to Insightly integration, from that point forward new appointment contacts are automatically added to your Insightly CRM account.

How It Works

1. A new Acuity Scheduling appointment is created.
2. Zapier adds the appointment to Insightly as a new contact.

What You Need

• An Acuity Scheduling account
• An Insightly account

Your CRM helps you keep tabs on a constant stream of contacts, but sometimes you want to be able to email a customer a touch more personally. With this Microsoft Outlook & Insightly integration, you can seamlessly connect the two so that whenever a new contact is added to Insightly, their contact info is also added to Microsoft Outlook.

What You Need

• Insightly account
• Microsoft Outlook account

Your CRM is a powerful tool inside your business, for many it may even be the hub with the amount of valuable information it contains about your customers. Connect it directly to your finance app with the help of Zapier, and ensure that your customers and contacts exist across all of your important business apps.

How It Works

1. You have a new contact in Insightly
2. Zapier creates a customer in Wave

What You Need

• Insightly account
• Wave account

You may be collecting all those contacts from Facebook, but everything happens on Insightly. Let Zapier bridge the gap with this Facebook Lead Ads-Insightly integration. From the moment you set it up, we'll watch your Facebook Lead Ads; whenever a new lead sends in their information, this Zap will copy them over to Insightly as a new lead, bringing in all the details you need to start your workflows on there.

How It Works

1. Facebook Lead Ads captures a new lead
2. Zapier automation creates a new lead on Insightly

What You Need

• Facebook Lead Ads account
• Insightly account

Say goodbye to manually entering new business cards into Insightly with this Zapier automation. When you snap a pic of a business card with the Contacts+ Card Reader app, a team of people—not computers—transcribes the card and add a new contact to Insightly.

How It Works

1. You scan a new business card with Contacts+
2. Zapier creates an Insightly contact with that person's information

What You Need

• Contacts+ account
• Insightly account

Your team uses Typeform because it allows customers to communicate with you easily. It's important to retain to customer contact information so you can reach out to them in future campaigns. This integration automatically creates Insightly contacts from newly submitted forms in Typeform. Now communicating with your customers is easier then ever before.

How It Works

1. A new form is submitted in Typeform.
2. Zapier automatically creates a new contact in Insightly.

What You Need

• A Typeform account
• An Insightly account

You value your customers and want to be able to stay in touch with as little friction as possible. This integration makes that easy by automatically creating Insightly contacts for new emails sent to your Gmail account. Now communicating with your customers will be easier then ever before!

How It Works

1. A new email is sent to your Gmail account.
2. Zapier automatically creates a new contact in Insightly.

What You Need

• A Gmail account
• An Insightly account

Note: This integration will only work if you have a Business Gmail account - these have custom domains. Free consumer Gmail accounts cannot be used with this integration. Read Help docs here.

Leads can grow cold if you don't follow up with them. With this Insightly ActiveCampaign automation, add new Insightly contacts to ActiveCampaign as subscribers to seamlessly manage your marketing lists.

How It Works

1. New contact is added to Insightly
2. Zapier adds this contact as a subscriber in ActiveCampaign

What You Need

• Insightly account
• ActiveCampaign account

Do you want to be able to schedule your tasks to make sure you are completing them in a timely manner? This integration will allow you to do just that! It automatically adds new Insightly tasks as events in Google Calendar.

How It Works

1. A new task is added to Insightly.
2. Zapier automatically creates an event in Google Calendar.

What You Need

• An Insightly account
• A Google Calendar account

Do you keep track of your customers with spreadsheets? Do you want to be able to easily transfer their information to an application that allows you to connect with them? This integration automatically creates Insightly contacts from new Google Sheets rows. Now you'll always be able to stay in touch just by keeping your spreadsheet up to date.

How It Works

1. A new row is added to a spreadsheet in Google Sheets.
2. Zapier automatically creates a contact in Insightly.

What You Need

• A Google Sheets account
• An Insightly account

Staying in touch with your customers is important, and you want your team to reach out to new customers as soon as possible. This integration automatically creates a task for every new contact added to Insightly. Now your team can welcome new customers and build relationships that much faster, with new tasks in Insightly to remind you to followup with every new contact.

How It Works

1. A new contact is added to Insightly.
2. Zapier automatically adds a new contact to Insightly.

What You Need

• An Insightly account

Have you ever wished you could turn your emails into actionable tasks? This integration does just that! Zapier will automatically create a brand new task in Insightly whenever you get a new email in your Gmail account. Now you're ready to get things done without wasting half your day in your inbox.

How It Works

1. A new email is sent to your Gmail account.
2. Zapier automatically creates a task in Insightly.

What You Need

• A Gmail account
• An Insightly account

Note: This integration will only work if you have a Business Gmail account - these have custom domains. Free consumer Gmail accounts cannot be used with this integration. Read Help docs here.

When you obtain a new lead, that is most likely someone you would like to continue to build the relationship with through targeted emails. Let automation help you connect your leads to specific lists in your email marketing platform, and keep those new leads engaged for as long as you can!

How It Works

1. You have a new lead in Insightly
2. Zapier creates a subscriber in MailChimp ## What You Need

• Insightly account
• MailChimp account

Is there any better way to gather contacts from your website than a form? Why not connect your form responses directly to your CRM? With one simple automation from Zapier, you can do just that!

Note: To use this integration you'll need a live form that's set up to collect responses in a spreadsheet.

How this Google Forms-Insightly integration works

1. You have a new form response
2. Zapier creates a new contact

Apps involved

• Google Forms
• Insightly

Make Slack your command center with this integration. With it Zapier automatically notifies you in Slack when new tasks are added to Insightly. Keep your team on track without ever leaving Slack.

How It Works

1. A new task is added to Insightly.
2. Zapier automatically sends a message in Slack.

What You Need

• An Insightly account
• A Slack account