Insightly

Insightly Integrations

Do more with Insightly

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Connect to 1,500+ Apps

Facebook Lead Ads

Ads & Conversion
 +2, Facebook, Premium

Mailchimp

Email Newsletters

49 Integrations

Gravity Forms

Forms & Surveys
 +1, WordPress

Google Sheets

Google
 +1, Spreadsheets

49 Integrations

Gmail

Email
 +1, Google

42 Integrations

Asana

Project Management

49 Integrations

ActiveCampaign

Marketing Automation

70 Integrations

Trello

Project Management

126 Integrations

Google Forms

Forms & Surveys
 +1, Google

7 Integrations

Connect Insightly to 1,500+ Apps

Create new Insightly contacts from new Facebook Lead Ads leads

Facebook Lead Ads + Insightly

Try It

Create Insightly contacts from new Google Contacts

Google Contacts + Insightly

Try It

Add new Insightly tasks to Todoist as new tasks

Insightly + Todoist

Try It

Send Gravity Forms Contact to Insightly

Gravity Forms + Insightly

Try It

Add New MailChimp Subscribers as Contacts in Insightly

Mailchimp + Insightly

Try It

Insightly Integration Details

Launched on Zapier:

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, 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 Project

Searches for a project by name.

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