Insightly Integrations

Do more with Insightly

Zapier allows you to instantly connect Insightly with 2,000+ apps to automate your work and find productivity super powers.

Connect to 2,000+ Apps

Facebook Lead Ads

Ads & Conversion +2Ads & Conversion, Facebook, Premium

Mailchimp

Email Newsletters

56 Integrations

Google Sheets

Google +1Google, Spreadsheets

56 Integrations

Connect Insightly to 2,000+ Apps

  • Create Insightly contacts from new leads in Facebook Lead Ads

    Facebook Lead Ads + Insightly

    Try It
  • Create Insightly contacts from new Google Contacts

    Google Contacts + Insightly

  • Add new Insightly tasks to Todoist as new tasks

    Insightly + Todoist

  • Send Gravity Forms Contact to Insightly

    Gravity Forms + Insightly

  • Add New MailChimp Subscribers as Contacts in Insightly

    Mailchimp + 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.

Here are some creative ways to use Insightly with Zapier:

  • Save important sales leads that land on your website. If you use the Gravity Forms plug-in for your WordPress site, Zapier will convert those form submissions into Insightly contacts.
  • Build lists for your email marketing campaigns. After a new contact is added to Insightly, Zapier inserts them directly into your MailChimp email list.
  • Assign tasks to your team that already include the details. Make or move a Trello card to a specific list and let Zapier assign that task to your Insightly team member.

The following Insightly Triggers, Searches, Filters, and Actions are supported by Zapier:

Triggers

New Contact

A new contact was created in your Insightly account.

New Lead

Triggers when a new lead is created in your Insightly account.

New Organization

A new organization was created in your Insightly account.

Updated Contact

Triggers when a contact is updated.

New Task

A new task was created in your Insightly account.

New Opportunity

Triggers when a new opportunity is created.

New Project

Triggers when a new project is created within your Insightly account.

Actions

Create Contact

Create a new contact in your Insightly account.

Create Task

Create a new task 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 Lead

Update an existing Lead.

Create Note

Create a new note in your Insightly account.

Create Lead

Create a new lead in your Insightly account.

Create Organization

Create a new organization in your Insightly account.

Update Contact

Update a contact.

Searches

Find User

Searches for a user by email address.

Find Organization

Searches for an organization by name or email domain.

Find Lead

Searches for a lead by email address.

Find Contact

Searches for a contact by email address.

Find Project

Searches for a project by name.

Find Opportunity

Searches for an opportunity by name.

Connect Insightly to 2,000+ Apps