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Add new Insightly tasks to Todoist as new tasks
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Send Gravity Forms Contact to Insightly
Gravity Forms + Insightly
Add New Mailchimp Subscribers as Contacts in Insightly
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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

Insightly

Insightly Integrations

Do more with Insightly

Choose an app to connect with Insightly

Facebook Lead Ads

Mailchimp

Google Sheets

Gravity Forms

Gmail

Asana

Trello

ActiveCampaign

Google Forms

Acuity Scheduling

JotForm

Microsoft Office 365

Google Calendar

Calendly

Constant Contact

Wave

QuickBooks Online

Wufoo

Squarespace

Eventbrite

Todoist

Shopify

Airtable

YouCanBook.Me

Xero

Slack

Infusionsoft by Keap

Zendesk

Google Drive

Unbounce

Cognito Forms

Google Contacts

ScheduleOnce

Smartsheet

Formstack

Autopilot

ClickFunnels

LinkedIn

WPForms

Leadpages

SurveyMonkey

PandaDoc

Ninja Forms

Freshdesk

Formidable Forms

PayPal

WooCommerce

GoToWebinar

Microsoft Outlook

Campaign Monitor

Harvest

Quotient

Typeform

Stripe

Reply

Evernote

Microsoft Excel

10to8 Online Booking

Basecamp 3

Google Tasks

Dropbox

RingCentral

Caspio Cloud Database

HubSpot

Thinkific

Toggl

ManyChat

Leadfeeder

Drip

Intercom

Proposify

Twilio

GetResponse

Zillow Tech Connect

Jira Software Server

ClickSend SMS