Insightly Integrations

Name: Zapier
Availability: InStock

Put Insightly to work with AI and enterprise-grade automation

Automate smarter with Insightly and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

Start free with email

Continue with Google

Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
8,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

Mailchimp

Marketing Automation

PandaDoc

Documents

Typeform

Forms & Surveys

Calendly

Scheduling & Booking

Gravity Forms

Forms & Surveys, WordPress

WPForms

Forms & Surveys, WordPress

Squarespace Forms

Forms & Surveys

Formstack

Forms & Surveys

Jotform

Forms & Surveys

Mailchimp

Marketing Automation

PandaDoc

Documents

Typeform

Forms & Surveys

Calendly

Scheduling & Booking

Gravity Forms

Forms & Surveys, WordPress

WPForms

Forms & Surveys, WordPress

Mailchimp

Marketing Automation

PandaDoc

Documents

Typeform

Forms & Surveys

Calendly

Scheduling & Booking

Gravity Forms

Forms & Surveys, WordPress

WPForms

Forms & Surveys, WordPress

Squarespace Forms

Forms & Surveys

Formstack

Forms & Surveys

Jotform

Forms & Surveys

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Send new Facebook Lead Ads leads to Insightly
Premium
Details
Try it
Facebook Lead Ads + Insightly
Create records on Insightly for new Google Ads leads
Details
Try it
Google Ads + Insightly
Create Google Sheets rows for new Insightly records
Details
Try it
Insightly + Google Sheets
Create Insightly records from new Gravity Forms submissions
Details
Try it
Gravity Forms + Insightly
Create new Insightly leads from Calendly invitees
Details
Try it
Calendly + Insightly
Update Insightly leads with new Leadpages form submissions
Details
Try it
Leadpages + Insightly

Send new Facebook Lead Ads leads to Insightly

Details

Try it

Facebook Lead Ads + Insightly

Create records on Insightly for new Google Ads leads

Details

Try it

Google Ads + Insightly

Create Google Sheets rows for new Insightly records

Details

Try it

Insightly + Google Sheets

Create Insightly records from new Gravity Forms submissions

Details

Try it

Gravity Forms + Insightly

Create new Insightly leads from Calendly invitees

Details

Try it

Calendly + Insightly

Update Insightly leads with new Leadpages form submissions

Details

Try it

Leadpages + Insightly

Create Insightly records from new Wix forms

Details

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Wix + Insightly

Create Insightly records when new Wix rules trigger

Details

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Wix + Insightly

Send channel messages in Slack for updated records in Insightly

Details

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Insightly + Slack

Verify new email addresses in Insightly with QuickEmailVerification

Details

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Insightly + QuickEmailVerification

Create records in Insightly from new calls ended in JusCall

Details

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JustCall + Insightly

Install WordPress websites on your own server with new Insightly records

Details

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Insightly + WordPress Website Creator

Create Insightly records from new Wix forms
Details
Try it
Wix + Insightly
Create Insightly records when new Wix rules trigger
Details
Try it
Wix + Insightly
Send channel messages in Slack for updated records in Insightly
Details
Try it
Insightly + Slack
Verify new email addresses in Insightly with QuickEmailVerification
Details
Try it
Insightly + QuickEmailVerification
Create records in Insightly from new calls ended in JusCall
Details
Try it
JustCall + Insightly
Install WordPress websites on your own server with new Insightly records
Details
Try it
Insightly + WordPress Website Creator

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 8,000+ apps

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Insightly Object
  Required
Trigger
Instant
Try It
- Insightly Object
  Required
Trigger
Instant
Try It
- Insightly Object
  Required
Action
Write
- Insightly Object
  Required
- Search By
  Required
- Search Value
  Required
Action
Search

- Insightly Object
  Required
Trigger
Instant
Try It
- Insightly Object
  Required
Trigger
Instant
Try It
- Insightly Object
  Required
Action
Write

Insightly Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

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.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zoho CRM

CRM (Customer Relationship Management), Zoho

Pipedrive

CRM (Customer Relationship Management)

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Insightly Integrations

Put Insightly to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Send new Facebook Lead Ads leads to Insightly

Create records on Insightly for new Google Ads leads

Create Google Sheets rows for new Insightly records

Create Insightly records from new Gravity Forms submissions

Create new Insightly leads from Calendly invitees

Update Insightly leads with new Leadpages form submissions

Send new Facebook Lead Ads leads to Insightly

Create records on Insightly for new Google Ads leads

Create Google Sheets rows for new Insightly records

Create Insightly records from new Gravity Forms submissions

Create new Insightly leads from Calendly invitees

Update Insightly leads with new Leadpages form submissions

Create Insightly records from new Wix forms

Create Insightly records when new Wix rules trigger

Send channel messages in Slack for updated records in Insightly

Verify new email addresses in Insightly with QuickEmailVerification

Create records in Insightly from new calls ended in JusCall

Install WordPress websites on your own server with new Insightly records

Create Insightly records from new Wix forms

Create Insightly records when new Wix rules trigger

Send channel messages in Slack for updated records in Insightly

Verify new email addresses in Insightly with QuickEmailVerification

Create records in Insightly from new calls ended in JusCall

Install WordPress websites on your own server with new Insightly records

Insightly integration details

Supported triggers and actions