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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 (Legacy) with Insightly

Facebook Lead Ads (Legacy)

Ads & Conversion, Premium
Integrate Calendly with Insightly

Calendly

Scheduling & Booking
Integrate ActiveCampaign with Insightly

ActiveCampaign

Marketing Automation
Integrate Squarespace with Insightly

Squarespace

Forms & Surveys
Integrate JotForm with Insightly

JotForm

Forms & Surveys
Integrate Gravity Forms with Insightly

Gravity Forms

Forms & Surveys, WordPress
Integrate Acuity Scheduling with Insightly

Acuity Scheduling

Scheduling & Booking
Integrate Cognito Forms with Insightly

Cognito Forms

Forms & Surveys
Integrate Google Drive with Insightly

Google Drive

File Management & Storage, Google
Integrate Google Forms with Insightly

Google Forms

Forms & Surveys, Google
Integrate PandaDoc with Insightly

PandaDoc

Documents
Integrate QuickBooks Online with Insightly

QuickBooks Online

Accounting, Premium
Integrate Google Calendar with Insightly

Google Calendar

Calendar, Google
Integrate Webflow with Insightly

Webflow

Website Builders
Integrate Asana with Insightly

Asana

Project Management
Integrate Microsoft Outlook with Insightly

Microsoft Outlook

Email, Microsoft
Integrate Slack with Insightly

Slack

Team Chat
Integrate Leadpages with Insightly

Leadpages

Forms & Surveys
Integrate Smartsheet with Insightly

Smartsheet

Spreadsheets
Integrate WPForms with Insightly

WPForms

Forms & Surveys, WordPress
Integrate Airtable with Insightly

Airtable

Databases
Integrate Zoom with Insightly

Zoom

Video Conferencing
Integrate Microsoft Excel with Insightly

Microsoft Excel

Microsoft, Spreadsheets
Integrate Shopify with Insightly

Shopify

eCommerce, Premium
Integrate Wufoo with Insightly

Wufoo

Forms & Surveys
Integrate Jira Software Server with Insightly

Jira Software Server

Project Management
Integrate Trello with Insightly

Trello

Project Management
Integrate Eventbrite with Insightly

Eventbrite

Event Management
Integrate Ruler Analytics with Insightly

Ruler Analytics

Call Tracking
Integrate Xero with Insightly

Xero

Accounting, Premium
Integrate Google Contacts with Insightly

Google Contacts

Contact Management, Google
Integrate Formidable Forms with Insightly

Formidable Forms

Forms & Surveys, WordPress
Integrate Keap Max Classic with Insightly

Keap Max Classic

Marketing Automation, Premium
Integrate Constant Contact with Insightly

Constant Contact

Email Newsletters
Integrate Microsoft Office 365 with Insightly

Microsoft Office 365

Email, Microsoft
Integrate Caspio Cloud Database with Insightly

Caspio Cloud Database

Databases
Integrate Typeform with Insightly

Typeform

Forms & Surveys
Integrate Unbounce with Insightly

Unbounce

Forms & Surveys
Integrate WooCommerce with Insightly

WooCommerce

eCommerce, WordPress
Integrate SharpSpring with Insightly

SharpSpring

Marketing Automation
Integrate Facebook Pages with Insightly

Facebook Pages

Facebook, Social Media Accounts
Integrate SurveyMonkey with Insightly

SurveyMonkey

Forms & Surveys
Integrate Autopilot Journeys with Insightly

Autopilot Journeys

Marketing Automation
Integrate LinkedIn Lead Gen Forms with Insightly

LinkedIn Lead Gen Forms

Ads & Conversion, Microsoft, Premium
Integrate WebinarJam / EverWebinar with Insightly

WebinarJam / EverWebinar

Webinars
Integrate Paperform with Insightly

Paperform

Forms & Surveys
Integrate Pendo with Insightly

Pendo

Analytics, Beta
Integrate Twilio with Insightly

Twilio

Phone & SMS
Integrate Wix Automations with Insightly

Wix Automations

CRM (Customer Relationship Management)
Integrate Seamless AI with Insightly

Seamless AI

Contact Management
Integrate HubSpot with Insightly

HubSpot

Marketing Automation
Integrate Proposify with Insightly

Proposify

Proposal & Invoice Management
Integrate Facebook Lead Ads with Insightly

Facebook Lead Ads

Ads & Conversion, Facebook, Premium
Integrate RingCentral with Insightly

RingCentral

Phone & SMS
Integrate Google Ads with Insightly

Google Ads

Ads & Conversion, Google, Premium
Integrate Smoove with Insightly

Smoove

Marketing Automation
Integrate Ragic with Insightly

Ragic

App Builder
Integrate Zendesk with Insightly

Zendesk

Customer Support, Premium
Integrate MailerLite with Insightly

MailerLite

Email Newsletters
Integrate ScheduleOnce with Insightly

ScheduleOnce

Scheduling & Booking
Integrate Magento with Insightly

Magento

eCommerce, Premium
Integrate RegFox with Insightly

RegFox

Event Management
Integrate Klaviyo with Insightly

Klaviyo

Marketing Automation
Integrate DocuSign with Insightly

DocuSign

Signatures
Integrate Mandrill with Insightly

Mandrill

Transactional Email
Integrate MessageBird with Insightly

MessageBird

Phone & SMS
Integrate ClickFunnels with Insightly

ClickFunnels

Marketing Automation
Integrate WordPress with Insightly

WordPress

Website Builders, WordPress
Integrate Formstack with Insightly

Formstack

Forms & Surveys
Integrate Google Docs with Insightly

Google Docs

Documents, Google
Integrate Campaign Monitor with Insightly

Campaign Monitor

Email Newsletters
Integrate Outgrow with Insightly

Outgrow

Forms & Surveys
Integrate eSign Genie with Insightly

eSign Genie

Beta, Signatures
Integrate Podio with Insightly

Podio

Project Management
Integrate Mailparser with Insightly

Mailparser

Email
Integrate Pinboard with Insightly

Pinboard

Bookmark Managers
Integrate Stripe with Insightly

Stripe

Payment Processing
Integrate Dropbox with Insightly

Dropbox

File Management & Storage
Integrate Freshdesk with Insightly

Freshdesk

Customer Support
Integrate TextMagic with Insightly

TextMagic

Phone & SMS
Integrate HelloSign with Insightly

HelloSign

Signatures
Integrate Box with Insightly

Box

File Management & Storage
Integrate Appointlet with Insightly

Appointlet

Scheduling & Booking
Integrate Basecamp 2 with Insightly

Basecamp 2

Project Management
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 Ninja Forms with Insightly

Ninja Forms

Forms & Surveys, WordPress
Integrate GetResponse with Insightly

GetResponse

Marketing Automation
Integrate Pardot with Insightly

Pardot

Marketing Automation, Premium
Integrate Jobber with Insightly

Jobber

Scheduling & Booking
Integrate Leadfeeder with Insightly

Leadfeeder

CRM (Customer Relationship Management)
Integrate FastField Mobile Forms with Insightly

FastField Mobile Forms

Forms & Surveys
Integrate Envoy for Visitors with Insightly

Envoy for Visitors

Event Management
Integrate Teachworks with Insightly

Teachworks

Online Courses
Integrate Toggl with Insightly

Toggl

Time Tracking Software
Integrate Zendesk Sell with Insightly

Zendesk Sell

CRM (Customer Relationship Management)
Integrate Quotient with Insightly

Quotient

Proposal & Invoice Management
Integrate SimplyBook.me with Insightly

SimplyBook.me

Scheduling & Booking
Integrate pdfFiller with Insightly

pdfFiller

Documents
Integrate Rezdy with Insightly

Rezdy

Scheduling & Booking
Integrate Fulcrum with Insightly

Fulcrum

Forms & Surveys
Integrate Microsoft Teams with Insightly

Microsoft Teams

Microsoft, Team Chat
Integrate CallRail with Insightly

CallRail

Call Tracking
Integrate SignNow with Insightly

SignNow

Signatures
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 Todoist with Insightly

Todoist

Task Management
Integrate Force24 with Insightly

Force24

Beta, Marketing Automation
Integrate LinkedIn with Insightly

LinkedIn

Microsoft, Social Media Accounts
Integrate Google Lead Form Extensions with Insightly

Google Lead Form Extensions

Ads & Conversion, Forms & Surveys, Google, Premium
Integrate SendGrid with Insightly

SendGrid

Transactional Email
Integrate Instapage with Insightly

Instapage

Forms & Surveys
Integrate Daylite with Insightly

Daylite

CRM (Customer Relationship Management)
Integrate 10to8 Online Booking with Insightly

10to8 Online Booking

Scheduling & Booking
Integrate dotdigital with Insightly

dotdigital

Marketing Automation
Integrate Cloze with Insightly

Cloze

CRM (Customer Relationship Management)

Popular ways to use Insightly workflows

  • 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

    Verify new email addresses in Insightly with QuickEmailVerification

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

  • 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

  • Create records on Insightly for new Google Ads leads

    premium
    • Google Ads logo
    • Insightly logo
    Google Ads + Insightly
    More details

    1. When this happens

      Step 1: New Lead Form Entry

    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?
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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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