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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

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Integrate Webhooks by Zapier with Insightly

Webhooks by Zapier

Developer Tools, Zapier
Integrate Google Sheets with Insightly

Google Sheets

Google, Spreadsheets
Integrate Filter by Zapier with Insightly

Filter by Zapier

Developer Tools, Zapier
Integrate Paths by Zapier with Insightly

Paths by Zapier

Developer Tools, Zapier
Integrate PandaDoc with Insightly

PandaDoc

Documents
Integrate Mailchimp with Insightly

Mailchimp

Email Newsletters
Integrate Facebook Lead Ads with Insightly

Facebook Lead Ads

Ads & Conversion
Integrate Formatter by Zapier with Insightly

Formatter by Zapier

Documents, Zapier
Integrate Gmail with Insightly

Gmail

Email, Google
Integrate Webhooks by Zapier with Insightly

Webhooks by Zapier

Developer Tools, Zapier
Integrate Google Sheets with Insightly

Google Sheets

Google, Spreadsheets
Integrate Filter by Zapier with Insightly

Filter by Zapier

Developer Tools, Zapier
Integrate Paths by Zapier with Insightly

Paths by Zapier

Developer Tools, Zapier
Integrate PandaDoc with Insightly

PandaDoc

Documents
Integrate Mailchimp with Insightly

Mailchimp

Email Newsletters
Integrate Webhooks by Zapier with Insightly

Webhooks by Zapier

Developer Tools, Zapier
Integrate Google Sheets with Insightly

Google Sheets

Google, Spreadsheets
Integrate Filter by Zapier with Insightly

Filter by Zapier

Developer Tools, Zapier

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Popular ways to use Insightly workflows

  • Send new Facebook Lead Ads leads to Insightly

    Premium
    • Facebook Lead Ads logo
    • Insightly logo
    Facebook Lead Ads + Insightly
    More details
    1. When this happens

      Step 1: New Lead

    2. Then do this

      Step 2: Create Record

    Send new Facebook Lead Ads leads to Insightly

    Premium
    Send new Facebook Lead Ads leads to Insightly
    • Facebook Lead Ads logo
    • Insightly logo
    Facebook Lead Ads + Insightly
  • Verify new email addresses in Insightly with QuickEmailVerification

    • Insightly logo
    • QuickEmailVerification logo
    • Insightly logo
    Insightly + QuickEmailVerification
    More details
    1. When this happens

      Step 1: New Record

    2. Then do this

      Step 2: Verify Email Address

    3. Then do this

      Step 3: Update Record

  • Create records in Insightly from new calls ended in JusCall

    • JustCall logo
    • Insightly logo
    JustCall + Insightly
    More details
    1. When this happens

      Step 1: Call Ended

    2. Then do this

      Step 2: Create Record

  • Install WordPress websites on your own server with new Insightly records

    • Insightly logo
    • WordPress Website Creator logo
    Insightly + WordPress Website Creator
    More details
    1. When this happens

      Step 1: New Record

    2. Then do this

      Step 2: New Website on Your Own Agency Server or cPanel

  • Create Insightly records from new Donately Donation

    • Donately logo
    • Insightly logo
    Donately + Insightly
    More details
    1. When this happens

      Step 1: New Donation

    2. Then do this

      Step 2: Create Record

  • Create records on Insightly for new Google Ads leads

    Premium
    • Google Ads logo
    • Insightly logo
    Google Ads + Insightly
    More details
    1. When this happens

      Step 1: New Lead Form Entry

    2. Then do this

      Step 2: Create Record

  • Add updated Insightly records as new/updated contacts in a Reply campaign

    • Insightly logo
    • Reply logo
    Insightly + Reply
    More details
    1. When this happens

      Step 1: Updated Record

    2. Then do this

      Step 2: Create\Update Person and Push to Campaign

  • Add contacts from new Insightly records to a Reply campaign

    • Insightly logo
    • Reply logo
    Insightly + Reply
    More details
    1. When this happens

      Step 1: New Record

    2. Then do this

      Step 2: Create\Update Person and Push to Campaign

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.

Supported triggers and actions

What does this mean?
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insightly logo

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 more

Related categories

  • CRM (Customer Relationship Management)

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