Insightly Integrations

CRM (Customer Relationship Management)

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.

Connect to 5,000+ apps

Connect Insightly to 5,000+ apps

Top companies trust Zapier to automate work and free up time

Or pick an app to pair with arrow pointing down

Webhooks by Zapier

Developer Tools, Zapier

Google Sheets

Google, Spreadsheets

Filter by Zapier

Developer Tools, Zapier

Paths by Zapier

Developer Tools, Zapier

PandaDoc

Documents

Mailchimp

Email Newsletters

Facebook Lead Ads

Ads & Conversion

Formatter by Zapier

Documents, Zapier

Gmail

Email, Google

Webhooks by Zapier

Developer Tools, Zapier

Google Sheets

Google, Spreadsheets

Filter by Zapier

Developer Tools, Zapier

Paths by Zapier

Developer Tools, Zapier

PandaDoc

Documents

Mailchimp

Email Newsletters

Webhooks by Zapier

Developer Tools, Zapier

Google Sheets

Google, Spreadsheets

Filter by Zapier

Developer Tools, Zapier

Connect your apps and automate workflows

Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.

OR

By signing up, you agree to Zapier's terms of service and privacy policy.

OR

By signing up, you agree to Zapier's terms of service and privacy policy.

Popular ways to use Insightly workflows

Send new Facebook Lead Ads leads to Insightly
Premium
Try it
Facebook Lead Ads + Insightly
More details
When this happens
Step 1: New Lead
Then do this
Step 2: Create Record
See Zap details Try it
Send new Facebook Lead Ads leads to Insightly
Premium
Send new Facebook Lead Ads leads to Insightly
Facebook Lead Ads + Insightly
Verify new email addresses in Insightly with QuickEmailVerification
Try it
Insightly + QuickEmailVerification
More details
When this happens
Step 1: New Record
Then do this
Step 2: Verify Email Address
Then do this
Step 3: Update Record
See Zap details Try it
Verify new email addresses in Insightly with QuickEmailVerification
Verify new email addresses in Insightly with QuickEmailVerification
Insightly + QuickEmailVerification
Create records in Insightly from new calls ended in JusCall
Try it
JustCall + Insightly
More details
When this happens
Step 1: Call Ended
Then do this
Step 2: Create Record
See Zap details Try it
Create records in Insightly from new calls ended in JusCall
Create records in Insightly from new calls ended in JusCall
JustCall + Insightly
Install WordPress websites on your own server with new Insightly records
Try it
Insightly + WordPress Website Creator
More details
When this happens
Step 1: New Record
Then do this
Step 2: New Website on Your Own Agency Server or cPanel
See Zap details Try it
Install WordPress websites on your own server with new Insightly records
Install WordPress websites on your own server with new Insightly records
Insightly + WordPress Website Creator
Create Insightly records from new Donately Donation
Try it
Donately + Insightly
More details
When this happens
Step 1: New Donation
Then do this
Step 2: Create Record
See Zap details Try it
Create Insightly records from new Donately Donation
Create Insightly records from new Donately Donation
Donately + Insightly
Create records on Insightly for new Google Ads leads
Premium
Try it
Google Ads + Insightly
More details
When this happens
Step 1: New Lead Form Entry
Then do this
Step 2: Create Record
See Zap details Try it
Create records on Insightly for new Google Ads leads
Premium
Create records on Insightly for new Google Ads leads
Google Ads + Insightly
Add updated Insightly records as new/updated contacts in a Reply campaign
Try it
Insightly + Reply
More details
When this happens
Step 1: Updated Record
Then do this
Step 2: Create\Update Person and Push to Campaign
See Zap details Try it
Add updated Insightly records as new/updated contacts in a Reply campaign
Add updated Insightly records as new/updated contacts in a Reply campaign
Insightly + Reply
Add contacts from new Insightly records to a Reply campaign
Try it
Insightly + Reply
More details
When this happens
Step 1: New Record
Then do this
Step 2: Create\Update Person and Push to Campaign
See Zap details Try it
Add contacts from new Insightly records to a Reply campaign
Add contacts from new Insightly records to a Reply campaign
Insightly + Reply

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.

Connect Insightly to 5,000+ apps

Supported triggers and actions

What does this mean?

Deleted Record
Triggers when a record is deleted.
Trigger
Instant
New Record
Triggers when a new record is created.
Trigger
Instant
Updated Field on Record
Triggers when a field of your choosing (i.e. email address, status) is updated on any record of a specified Insightly object (ie. Contact, Lead, Opportunity, etc.).
Trigger
Instant
Updated Record
Triggers when a record is updated.
Trigger
Instant
Create Record
Creates a Record
Action
Write

Update Record
Updates a Record
Action
Write
Find Record
Finds an existing Record
Action
Search

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.

Related categories

CRM (Customer Relationship Management)

Similar apps

Salesforce (Legacy)

CRM (Customer Relationship Management)

Zoho CRM

CRM (Customer Relationship Management), Zoho

Pipedrive

CRM (Customer Relationship Management)

Get started for free

You can't add more hours to the day. Zapier is the next best thing.

OR

By signing up, you agree to Zapier's terms of service and privacy policy.

Popular Insightly Integrations