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Do more with Insightly integrations

Zapier lets you connect Insightly with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

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Integrate Google Sheets with InsightlyIntegrate Google Sheets with Insightly
Google Sheets
Google, Spreadsheets
Integrate PandaDoc with InsightlyIntegrate PandaDoc with Insightly
PandaDoc
Documents
Integrate Mailchimp with InsightlyIntegrate Mailchimp with Insightly
Mailchimp
Email Newsletters
Integrate Facebook Lead Ads with InsightlyIntegrate Facebook Lead Ads with Insightly
Facebook Lead Ads
Ads & Conversion, Facebook
Integrate Typeform with InsightlyIntegrate Typeform with Insightly
Typeform
Forms & Surveys
Integrate Gravity Forms with InsightlyIntegrate Gravity Forms with Insightly
Gravity Forms
Forms & Surveys, WordPress
Integrate Google Drive with InsightlyIntegrate Google Drive with Insightly
Google Drive
File Management & Storage, Google
Integrate Jotform with InsightlyIntegrate Jotform with Insightly
Jotform
Forms & Surveys
Integrate Calendly with InsightlyIntegrate Calendly with Insightly
Calendly
Scheduling & Booking
Integrate Google Sheets with InsightlyIntegrate Google Sheets with Insightly
Google Sheets
Google, Spreadsheets
Integrate PandaDoc with InsightlyIntegrate PandaDoc with Insightly
PandaDoc
Documents
Integrate Mailchimp with InsightlyIntegrate Mailchimp with Insightly
Mailchimp
Email Newsletters
Integrate Facebook Lead Ads with InsightlyIntegrate Facebook Lead Ads with Insightly
Facebook Lead Ads
Ads & Conversion, Facebook
Integrate Typeform with InsightlyIntegrate Typeform with Insightly
Typeform
Forms & Surveys
Integrate Gravity Forms with InsightlyIntegrate Gravity Forms with Insightly
Gravity Forms
Forms & Surveys, WordPress
Integrate Google Sheets with InsightlyIntegrate Google Sheets with Insightly
Google Sheets
Google, Spreadsheets
Integrate PandaDoc with InsightlyIntegrate PandaDoc with Insightly
PandaDoc
Documents
Integrate Mailchimp with InsightlyIntegrate Mailchimp with Insightly
Mailchimp
Email Newsletters
Integrate Facebook Lead Ads with InsightlyIntegrate Facebook Lead Ads with Insightly
Facebook Lead Ads
Ads & Conversion, Facebook
Integrate Typeform with InsightlyIntegrate Typeform with Insightly
Typeform
Forms & Surveys
Integrate Gravity Forms with InsightlyIntegrate Gravity Forms with Insightly
Gravity Forms
Forms & Surveys, WordPress
Integrate Google Drive with InsightlyIntegrate Google Drive with Insightly
Google Drive
File Management & Storage, Google
Integrate Jotform with InsightlyIntegrate Jotform with Insightly
Jotform
Forms & Surveys
Integrate Calendly with InsightlyIntegrate Calendly with Insightly
Calendly
Scheduling & Booking

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

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Quickly automate Insightly integrations with Zapier's templates

  • Update Insightly leads with new Leadpages form submissions

    • Leadpages logo
    • Insightly logo
    Leadpages + Insightly
  • Create records on Insightly for new Google Ads leads

    • Google Ads logo
    • Insightly logo
    Google Ads + Insightly
  • Create Insightly records from new Gravity Forms submissions

    • Gravity Forms logo
    • Insightly logo
    Gravity Forms + Insightly
  • Create Insightly records from new Wix forms

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

    Premium
    Details
    • Facebook Lead Ads logo
    • Insightly logo
    Facebook Lead Ads + Insightly
  • Create Insightly records when new Wix rules trigger

    • Wix logo
    • Insightly logo
    Wix + Insightly
  • Update Insightly leads with new Leadpages form submissions

    • Leadpages logo
    • Insightly logo
    Leadpages + Insightly
  • Create records on Insightly for new Google Ads leads

    • Google Ads logo
    • Insightly logo
    Google Ads + Insightly
  • Create Insightly records from new Gravity Forms submissions

    • Gravity Forms logo
    • Insightly logo
    Gravity Forms + Insightly
  • Create Insightly records from new Wix forms

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

    Premium
    Details
    • Facebook Lead Ads logo
    • Insightly logo
    Facebook Lead Ads + Insightly
  • Create Insightly records when new Wix rules trigger

    • Wix logo
    • Insightly logo
    Wix + Insightly
  • Send channel messages in Slack for updated records in Insightly

    • Insightly logo
    • Slack logo
    Insightly + Slack
  • Add new Google Forms responses as records in Insightly

    • Google Forms logo
    • Insightly logo
    Google Forms + Insightly
  • Verify new email addresses in Insightly with QuickEmailVerification

    • Insightly logo
    • QuickEmailVerification logo
    Insightly + QuickEmailVerification
  • Create records in Insightly from new calls ended in JusCall

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

    • Insightly logo
    • WordPress Website Creator logo
    Insightly + WordPress Website Creator
  • Create Insightly records from new Donately Donation

    • Donately logo
    • Insightly logo
    Donately + Insightly
    • Send channel messages in Slack for updated records in Insightly

      • Insightly logo
      • Slack logo
      Insightly + Slack
    • Add new Google Forms responses as records in Insightly

      • Google Forms logo
      • Insightly logo
      Google Forms + Insightly
    • Verify new email addresses in Insightly with QuickEmailVerification

      • Insightly logo
      • QuickEmailVerification logo
      Insightly + QuickEmailVerification
    • Create records in Insightly from new calls ended in JusCall

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

      • Insightly logo
      • WordPress Website Creator logo
      Insightly + WordPress Website Creator
    • Create Insightly records from new Donately Donation

      • Donately logo
      • Insightly logo
      Donately + Insightly

    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

    Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    triggers, actions, or triggers and actions
    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.
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