Insightly Integrations

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Integrate Facebook Lead Ads with Insightly

Facebook Lead Ads

Ads & Conversion +2Ads & Conversion, Facebook, Premium
Integrate Mailchimp with Insightly

Mailchimp

Email Newsletters
Integrate Google Sheets with Insightly

Google Sheets

Google +1Google, Spreadsheets
Integrate Gravity Forms with Insightly

Gravity Forms

Forms & Surveys +1Forms & Surveys, WordPress
Integrate Gmail with Insightly

Gmail

Email +1Email, Google
Integrate Asana with Insightly

Asana

Project Management
Integrate Trello with Insightly

Trello

Project Management
Integrate ActiveCampaign with Insightly

ActiveCampaign

Marketing Automation
Integrate Google Forms with Insightly

Google Forms

Forms & Surveys +1Forms & Surveys, Google
Integrate Acuity Scheduling with Insightly

Acuity Scheduling

Scheduling & Booking
Integrate JotForm with Insightly

JotForm

Forms & Surveys
Integrate Microsoft Office 365 with Insightly

Microsoft Office 365

Email +1Email, Microsoft
Integrate Google Calendar with Insightly

Google Calendar

Calendar +1Calendar, Google
Integrate Calendly with Insightly

Calendly

Scheduling & Booking
Integrate Constant Contact with Insightly

Constant Contact

Email Newsletters
Integrate Wave with Insightly

Wave

Accounting
Integrate QuickBooks Online with Insightly

QuickBooks Online

Accounting +1Accounting, Premium
Integrate Wufoo with Insightly

Wufoo

Forms & Surveys
Integrate Squarespace with Insightly

Squarespace

Forms & Surveys
Integrate Eventbrite with Insightly

Eventbrite

Event Management
Integrate Todoist with Insightly

Todoist

Task Management
Integrate Shopify with Insightly

Shopify

eCommerce +1eCommerce, Premium
Integrate Airtable with Insightly

Airtable

Databases
Integrate YouCanBook.Me with Insightly

YouCanBook.Me

Scheduling & Booking
Integrate Xero with Insightly

Xero

Accounting +1Accounting, Premium
Integrate Slack with Insightly

Slack

Team Chat
Integrate Infusionsoft by Keap with Insightly

Infusionsoft by Keap

Marketing Automation +1Marketing Automation, Premium
Integrate Zendesk with Insightly

Zendesk

Customer Support +1Customer Support, Premium
Integrate Google Drive with Insightly

Google Drive

File Management & Storage +1File Management & Storage, Google
Integrate Unbounce with Insightly

Unbounce

Forms & Surveys
Integrate Cognito Forms with Insightly

Cognito Forms

Forms & Surveys
Integrate Google Contacts with Insightly

Google Contacts

Contact Management +1Contact Management, Google
Integrate ScheduleOnce with Insightly

ScheduleOnce

Scheduling & Booking
Integrate Smartsheet with Insightly

Smartsheet

Spreadsheets
Integrate Formstack with Insightly

Formstack

Forms & Surveys
Integrate Autopilot with Insightly

Autopilot

Marketing Automation
Integrate ClickFunnels with Insightly

ClickFunnels

Marketing Automation
Integrate LinkedIn with Insightly

LinkedIn

Microsoft +1Microsoft, Social Media Accounts
Integrate WPForms with Insightly

WPForms

Forms & Surveys +1Forms & Surveys, WordPress
Integrate Ninja Forms with Insightly

Ninja Forms

Forms & Surveys +1Forms & Surveys, WordPress
Integrate Freshdesk with Insightly

Freshdesk

Customer Support
Integrate Formidable Forms with Insightly

Formidable Forms

Forms & Surveys +1Forms & Surveys, WordPress
Integrate PayPal with Insightly

PayPal

Payment Processing +1Payment Processing, Premium
Integrate WooCommerce with Insightly

WooCommerce

eCommerce +1eCommerce, WordPress
Integrate GoToWebinar with Insightly

GoToWebinar

Premium +1Premium, Webinars
Integrate Microsoft Outlook with Insightly

Microsoft Outlook

Email +1Email, Microsoft
Integrate Campaign Monitor with Insightly

Campaign Monitor

Email Newsletters
Integrate Harvest with Insightly

Harvest

Time Tracking Software
Integrate Quotient with Insightly

Quotient

Proposal & Invoice Management
Integrate Typeform with Insightly

Typeform

Forms & Surveys
Integrate Stripe with Insightly

Stripe

Payment Processing
Integrate Reply with Insightly

Reply

Marketing Automation
Integrate Evernote with Insightly

Evernote

Notes
Integrate Microsoft Excel with Insightly

Microsoft Excel

Microsoft +1Microsoft, Spreadsheets
Integrate 10to8 Online Booking with Insightly

10to8 Online Booking

Scheduling & Booking
Integrate Basecamp 3 with Insightly

Basecamp 3

Project Management
Integrate Google Tasks with Insightly

Google Tasks

Google +1Google, Task Management
Integrate Dropbox with Insightly

Dropbox

File Management & Storage
Integrate RingCentral with Insightly

RingCentral

Phone & SMS
Integrate Caspio Cloud Database with Insightly

Caspio Cloud Database

Databases
Integrate HubSpot with Insightly

HubSpot

Marketing Automation
Integrate Thinkific with Insightly

Thinkific

Online Courses
Integrate Toggl with Insightly

Toggl

Time Tracking Software
Integrate ManyChat with Insightly

ManyChat

Social Media Marketing
Integrate Leadfeeder with Insightly

Leadfeeder

CRM (Customer Relationship Management)
Integrate Drip with Insightly

Drip

Drip Emails
Integrate Intercom with Insightly

Intercom

Customer Support
Integrate Proposify with Insightly

Proposify

Proposal & Invoice Management
Integrate Twilio with Insightly

Twilio

Phone & SMS
Integrate GetResponse with Insightly

GetResponse

Email Newsletters +2Email Newsletters, Marketing Automation, Webinars
Integrate Zillow Tech Connect with Insightly

Zillow Tech Connect

CRM (Customer Relationship Management)
Integrate Jira Software Server with Insightly

Jira Software Server

Project Management
Integrate Webflow with Insightly

Webflow

Website Builders
Integrate Alchemer with Insightly

Alchemer

Forms & Surveys
Integrate Wrike with Insightly

Wrike

Project Management
Integrate AWeber with Insightly

AWeber

Email Newsletters
Integrate Pipedrive with Insightly

Pipedrive

CRM (Customer Relationship Management)
Integrate CallRail with Insightly

CallRail

Call Tracking
Integrate OmniFocus with Insightly

OmniFocus

Task Management
Integrate Process Street with Insightly

Process Street

Product Management
Integrate Formsite with Insightly

Formsite

Forms & Surveys
Integrate Microsoft Teams with Insightly

Microsoft Teams

Microsoft +1Microsoft, Team Chat
Integrate MySQL with Insightly

MySQL

Databases +1Databases, Premium
Integrate Sendinblue with Insightly

Sendinblue

Email Newsletters
Integrate ServiceM8 with Insightly

ServiceM8

Scheduling & Booking
Integrate FreshBooks New with Insightly

FreshBooks New

Accounting
Integrate ConvertKit with Insightly

ConvertKit

Drip Emails
Integrate Mailjet with Insightly

Mailjet

Email Newsletters
Integrate eSign Genie with Insightly

eSign Genie

Beta +1Beta, Signatures
Integrate DocuSign with Insightly

DocuSign

Signatures
Integrate Instapage with Insightly

Instapage

Forms & Surveys
Integrate SharpSpring with Insightly

SharpSpring

Marketing Automation
Integrate 123FormBuilder with Insightly

123FormBuilder

Forms & Surveys
Integrate Facebook Pages with Insightly

Facebook Pages

Facebook +1Facebook, Social Media Accounts
Integrate ShipStation with Insightly

ShipStation

eCommerce
Integrate MailerLite with Insightly

MailerLite

Email Newsletters
Integrate Paperform with Insightly

Paperform

Forms & Surveys
Integrate TicketSpice with Insightly

TicketSpice

Event Management
Integrate Donately with Insightly

Donately

Fundraising
Integrate Box with Insightly

Box

File Management & Storage
Integrate Facebook Messenger with Insightly

Facebook Messenger

Facebook +1Facebook, Social Media Marketing
Integrate Square with Insightly

Square

Payment Processing
Integrate Formstack Documents with Insightly

Formstack Documents

Documents
Integrate BigCommerce with Insightly

BigCommerce

eCommerce +1eCommerce, Premium
Integrate Twitter with Insightly

Twitter

Social Media Accounts
Integrate Practice Ignition with Insightly

Practice Ignition

Proposal & Invoice Management
Integrate Zoho Invoice with Insightly

Zoho Invoice

Proposal & Invoice Management +1Proposal & Invoice Management, Zoho
Integrate Workable with Insightly

Workable

HR Talent & Recruitment
Integrate Toodledo with Insightly

Toodledo

Task Management
Integrate LinkedIn Lead Gen Forms with Insightly

LinkedIn Lead Gen Forms

Ads & Conversion +2Ads & Conversion, Microsoft, Premium
Integrate Responder (רב מסר) with Insightly

Responder (רב מסר)

Drip Emails
Integrate Agile CRM with Insightly

Agile CRM

CRM (Customer Relationship Management)
Integrate Google Docs with Insightly

Google Docs

Documents +1Documents, Google
Integrate Magento with Insightly

Magento

eCommerce +1eCommerce, Premium
Integrate Badger Maps with Insightly

Badger Maps

Beta +1Beta, CRM (Customer Relationship Management)
Integrate Bizzabo with Insightly

Bizzabo

Event Management
Integrate MessageBird with Insightly

MessageBird

Phone & SMS
Integrate Wix Automations with Insightly

Wix Automations

CRM (Customer Relationship Management)
Integrate Streak with Insightly

Streak

CRM (Customer Relationship Management)
Integrate Zoom with Insightly

Zoom

Video Conferencing
Integrate Knack with Insightly

Knack

Databases
Integrate Ruler Analytics with Insightly

Ruler Analytics

Call Tracking
Integrate OneNote with Insightly

OneNote

Microsoft +1Microsoft, Notes
Integrate Emma with Insightly

Emma

Email Newsletters
Integrate Spacio with Insightly

Spacio

Forms & Surveys
Integrate Outgrow with Insightly

Outgrow

Forms & Surveys
Integrate Teamwork with Insightly

Teamwork

Project Management
Integrate Podio with Insightly

Podio

Project Management
Integrate LiveChat with Insightly

LiveChat

Customer Support
Integrate BombBomb.com with Insightly

BombBomb.com

Drip Emails
Integrate GoCanvas with Insightly

GoCanvas

Forms & Surveys
Integrate Survey Anyplace with Insightly

Survey Anyplace

Forms & Surveys
Integrate SignNow with Insightly

SignNow

Signatures
Integrate FreeAgent with Insightly

FreeAgent

Accounting
Integrate OneDrive with Insightly

OneDrive

File Management & Storage +1File Management & Storage, Microsoft
Integrate Pure Chat with Insightly

Pure Chat

Customer Support
Integrate Benchmark Email with Insightly

Benchmark Email

Email Newsletters
Integrate Kanban Tool with Insightly

Kanban Tool

Project Management
Integrate TimeCamp with Insightly

TimeCamp

Time Tracking Software
Integrate Zoho Forms with Insightly

Zoho Forms

Forms & Surveys +1Forms & Surveys, Zoho
Integrate TextMagic with Insightly

TextMagic

Phone & SMS
Integrate Woodpecker.co with Insightly

Woodpecker.co

Drip Emails
Integrate CallTrackingMetrics with Insightly

CallTrackingMetrics

Call Tracking
Integrate Google Analytics with Insightly

Google Analytics

Ads & Conversion +1Ads & Conversion, Google
Integrate Facebook Offline Conversions with Insightly

Facebook Offline Conversions

Ads & Conversion +1Ads & Conversion, Facebook
Integrate Mautic with Insightly

Mautic

Marketing Automation
Integrate Credit Repair Cloud with Insightly

Credit Repair Cloud

CRM (Customer Relationship Management)
Integrate Appointlet with Insightly

Appointlet

Scheduling & Booking
Integrate Basecamp 2 with Insightly

Basecamp 2

Project Management
Integrate HelloSign with Insightly

HelloSign

Signatures
Integrate PlanSo Forms for WordPress with Insightly

PlanSo Forms for WordPress

Forms & Surveys +1Forms & Surveys, WordPress
Integrate Groove with Insightly

Groove

Customer Support
Integrate Cognism Prospector with Insightly

Cognism Prospector

Beta +1Beta, Marketing Automation
Integrate Selz with Insightly

Selz

eCommerce
Integrate Dasheroo with Insightly

Dasheroo

Dashboards
Integrate Pardot with Insightly

Pardot

Marketing Automation +1Marketing Automation, Premium
Integrate Avaza with Insightly

Avaza

Project Management
Integrate Smoove with Insightly

Smoove

Marketing Automation
Integrate Envoy for Visitors with Insightly

Envoy for Visitors

Event Management
Integrate Rezdy with Insightly

Rezdy

Scheduling & Booking
Integrate NUACOM with Insightly

NUACOM

Phone & SMS
Integrate Zendesk Sell with Insightly

Zendesk Sell

CRM (Customer Relationship Management)
Integrate Any.do with Insightly

Any.do

Task Management
Integrate Klaviyo with Insightly

Klaviyo

Marketing Automation
Integrate SQL Server with Insightly

SQL Server

Databases +1Databases, Premium
Integrate Book Like A Boss with Insightly

Book Like A Boss

Scheduling & Booking
Integrate POWR Form Builder with Insightly

POWR Form Builder

eCommerce
Integrate WhatConverts with Insightly

WhatConverts

CRM (Customer Relationship Management)
Integrate Hunter with Insightly

Hunter

Contact Management
Integrate Nimble with Insightly

Nimble

CRM (Customer Relationship Management)
Integrate QuickEmailVerification with Insightly

QuickEmailVerification

Email
Integrate Cyfe with Insightly

Cyfe

Dashboards
Integrate Dubsado with Insightly

Dubsado

CRM (Customer Relationship Management)
Integrate Mojo with Insightly

Mojo

CRM (Customer Relationship Management)
Integrate KiSSFLOW with Insightly

KiSSFLOW

Product Management
Integrate CompanyCam with Insightly

CompanyCam

Images & Design
Integrate Robly with Insightly

Robly

Marketing Automation
Integrate Textlocal with Insightly

Textlocal

Phone & SMS
Integrate Magento 2.X with Insightly

Magento 2.X

eCommerce +1eCommerce, Premium
Integrate Neto with Insightly

Neto

eCommerce
Integrate Force24 with Insightly

Force24

Beta +1Beta, Marketing Automation
Integrate ClickUp with Insightly

ClickUp

Project Management
Integrate SendGrid with Insightly

SendGrid

Transactional Email
Integrate Sendy with Insightly

Sendy

Email Newsletters
Integrate Daylite with Insightly

Daylite

CRM (Customer Relationship Management)
Integrate Cloze with Insightly

Cloze

CRM (Customer Relationship Management)
Integrate Act-On with Insightly

Act-On

Marketing Automation
Integrate Google Groups with Insightly

Google Groups

Google +2Google, Premium, Team Collaboration
Integrate Toky with Insightly

Toky

Phone & SMS
Integrate Nusii Proposals with Insightly

Nusii Proposals

Proposal & Invoice Management
Integrate 10,000ft with Insightly

10,000ft

Project Management
Integrate Google Ads with Insightly

Google Ads

Ads & Conversion +2Ads & Conversion, Google, Premium
Integrate ConnectWise Manage with Insightly

ConnectWise Manage

CRM (Customer Relationship Management)
Integrate GoToMeeting with Insightly

GoToMeeting

Video Conferencing
Integrate Dialpad with Insightly

Dialpad

Phone & SMS
Integrate Axosoft with Insightly

Axosoft

Project Management
Integrate Sidekick with Insightly

Sidekick

Contact Management
Integrate Microsoft To-Do with Insightly

Microsoft To-Do

Microsoft +1Microsoft, Task Management
Integrate Things with Insightly

Things

Task Management
Integrate Zoho Mail with Insightly

Zoho Mail

Email +1Email, Zoho
Integrate Marketo with Insightly

Marketo

Marketing Automation +1Marketing Automation, Premium
Integrate vcita with Insightly

vcita

Scheduling & Booking
Integrate Customer.io with Insightly

Customer.io

Marketing Automation
Integrate Contactually with Insightly

Contactually

CRM (Customer Relationship Management)
Integrate DocSend with Insightly

DocSend

Ads & Conversion
Integrate Accredible Certificates with Insightly

Accredible Certificates

Online Courses
Integrate Client Dispute Manager with Insightly

Client Dispute Manager

CRM (Customer Relationship Management)
Integrate Mad Mimi with Insightly

Mad Mimi

Email Newsletters
Integrate Burst SMS with Insightly

Burst SMS

Phone & SMS
Integrate dotdigital with Insightly

dotdigital

Marketing Automation
Integrate Follow Up Boss with Insightly

Follow Up Boss

CRM (Customer Relationship Management)
Integrate Facebook Custom Audiences with Insightly

Facebook Custom Audiences

Ads & Conversion +2Ads & Conversion, Facebook, Premium
Integrate Chargebee with Insightly

Chargebee

Payment Processing
Integrate Freshservice with Insightly

Freshservice

Server Monitoring
Integrate Heymarket SMS with Insightly

Heymarket SMS

Phone & SMS
Integrate Jira Software Cloud with Insightly

Jira Software Cloud

Project Management
Integrate Olark with Insightly

Olark

Customer Support
Integrate GoFormz with Insightly

GoFormz

Forms & Surveys
Integrate Wistia with Insightly

Wistia

Video & Audio
Integrate Repsly with Insightly

Repsly

CRM (Customer Relationship Management)
Integrate Redbooth with Insightly

Redbooth

Project Management
Integrate SMBAdvisor with Insightly

SMBAdvisor

Beta +1Beta, Dashboards
Integrate Seamless AI with Insightly

Seamless AI

Contact Management
Integrate Salesforce with Insightly

Salesforce

CRM (Customer Relationship Management) +1CRM (Customer Relationship Management), Premium
Integrate Clockify with Insightly

Clockify

Time Tracking Software
Integrate Mailgun with Insightly

Mailgun

Transactional Email
Integrate Zoho Creator with Insightly

Zoho Creator

Databases +1Databases, Zoho
Integrate Chatfuel with Insightly

Chatfuel

Social Media Marketing
Integrate Microsoft Exchange with Insightly

Microsoft Exchange

Email +1Email, Microsoft

Connect Insightly to 2,000+ Apps

  • Create Insightly contacts from new leads in Facebook Lead Ads

    Facebook Lead Ads + Insightly

  • Create Insightly contacts from new Google Contacts

    Google Contacts + Insightly

  • Add new Insightly tasks to Todoist as new tasks

    Insightly + Todoist

  • Send Gravity Forms Contact to Insightly

    Gravity Forms + Insightly

  • Add New Mailchimp Subscribers as Contacts in Insightly

    Mailchimp + Insightly

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.

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

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