Insightly Integrations
Do More With Insightly
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Create new Insightly contacts from new Facebook Lead Ads leads
Every new user counts. Make sure you know who expresses interest in your product or service by letting this Facebook Lead Ads-Insightly integration populate your CRM for you. It will trigger with every new lead on Facebook once it's active, automatically creating a new contact on Insightly each time.
How It Works
- Facebook Lead Ads captures a new lead
- Zapier automation creates a new contact on Insightly
What You Need
- Facebook Lead Ads account
- Insightly account
Create Insightly contacts from new Google Contacts
If you keep track of contact information in Google Contacts and have ever wanted to send that information to Insightly, you now can with the help of Zapier. This integration allows you to automatically take those new Google Contacts and create contacts in Insightly with them.
How It Works
- You add a new Google Contact
- Zapier adds that person as a contact to Insightly
What You Need
- A Google Contacts account
- An Insightly account
Add new Insightly tasks to Todoist as new tasks
Want your Insightly tasks in your personal todo list? Use this Insightly Todoist integration to create new tasks in Todoist from new Insightly tasks.
How It Works
- Create a new Insightly task
- Zapier adds that task to Todoist
What You Need
- Insightly account
- Todoist account
Send Gravity Forms Contact to Insightly
Gravity Forms is one of the best WordPress form plugins. You can use Gravity Forms as an easy to build contact form on your site. Then this Gravity Forms Insightly integration makes it easy to save those leads from Gravity Forms into your Contactually automatically.
How It Works
- Someone fills out your Gravity Forms form
- Zapier automatically turns that submission into an Insightly contact
What You Need
- The Gravity Forms plugin
- The Gravity Forms Zapier plugin
- An Insightly account
Add New MailChimp Subscribers as Contacts in Insightly
MailChimp is great for email marketing, but sometimes you want to add a little personal touch. That's where a great CRM like Insightly comes in. This integration makes it easy to automatically add new MailChimp subscribers to Insightly so sales teams can reach out on a one-to-one basis with contacts, prospects and customers.
How It Works
- Someone subscribers to your MailChimp list
- Zapier automatically adds that person to Insightly
What You Need
- A MailChimp account
- An Insightly account
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Insightly Integration Details
Launched on Zapier March 20, 2013
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.
Zapier combines Triggers (like "New Contact") and Actions (like "Create Contact") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.
The following Insightly Triggers, Searches, and Actions are supported by Zapier:
Create a new contact in your Insightly account.
Create a new note in your Insightly account.
Create a new task in your Insightly account.
Create a new lead in your Insightly account.
Create a new opportunity in your Insightly account.
Create a new organization in your Insightly account.
Creates a new project in your Insightly account.
Update a contact.
Update an existing Lead.
A new contact was created in your Insightly account.
A new task was created in your Insightly account.
Triggers when a new lead is created in your Insightly account.
Triggers when a new opportunity is created.
A new organization was created in your Insightly account.
Triggers when a new project is created within your Insightly account.
Triggers when a contact is updated.
Searches for a user by email address.
Searches for a project by name.
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