כאשר איש קשר מתווסף לאינסייטלי, הוסף אותו לרב מסר
Responder (רב מסר)
Insightly
Insightly
CRM (Customer Relationship Management)
Categories
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.
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Insightly Integrations
Do more with Insightly
Zapier allows you to instantly connect Insightly with 2,000+ apps to automate your work and find productivity super powers.
Choose an app to connect with Insightly
Constant Contact
Email Newsletters
Wave
Accounting
Wufoo
Forms & Surveys
YouCanBook.Me
Scheduling & Booking
Xero
Accounting +1
Accounting, Premium
Zendesk
Customer Support +1
Customer Support, Premium
Google Contacts
Contact Management +1
Contact Management, Google
Autopilot
Marketing Automation
ClickFunnels
Marketing AutomationMicrosoft +1
Microsoft, Social Media AccountsWPForms
Forms & Surveys +1
Forms & Surveys, WordPressSurveyMonkey
Forms & SurveysFreshdesk
Customer SupportPayPal
Payment Processing +1
Payment Processing, PremiumGoToWebinar
Premium +1
Premium, WebinarsQuotient
Proposal & Invoice ManagementStripe
Payment ProcessingGoogle Sheets
Google +1
Google, SpreadsheetsReply
Marketing Automation10to8 Online Booking
Scheduling & BookingBasecamp 3
Project ManagementThinkific
Online CoursesDrip
Drip EmailsIntercom
Customer SupportProposify
Proposal & Invoice ManagementZillow Tech Connect
CRM (Customer Relationship Management)Jira Software Server
Project ManagementFreshBooks Classic
AccountingDrift
Customer SupportWrike
Project ManagementAWeber
Email NewslettersAlchemer
Forms & SurveysPipedrive
CRM (Customer Relationship Management)OmniFocus
Task ManagementFormsite
Forms & SurveysMySQL
Databases +1
Databases, PremiumServiceM8
Scheduling & BookingFreshBooks New
AccountingConvertKit
Drip EmailsMailjet
Email NewsletterseSign Genie
Beta +1
Beta, SignaturesInstapage
Forms & SurveysSharpSpring
Marketing Automation123FormBuilder
Forms & SurveysFacebook Pages
Facebook +1
Facebook, Social Media AccountsPaperform
Forms & SurveysTicketSpice
Event ManagementActiveCampaign
Marketing AutomationDonately
FundraisingBox
File Management & StorageFacebook Messenger
Facebook +1
Facebook, Social Media MarketingFormstack Documents
DocumentsSquare
Payment ProcessingPractice Ignition
Proposal & Invoice ManagementZoho Invoice
Proposal & Invoice Management +1
Proposal & Invoice Management, ZohoWorkable
HR Talent & RecruitmentToodledo
Task ManagementResponder (רב מסר)
Drip EmailsShopify
eCommerce +1
eCommerce, PremiumAgile CRM
CRM (Customer Relationship Management)Google Docs
Documents +1
Documents, GoogleMagento
eCommerce +1
eCommerce, PremiumBadger Maps
Beta +1
Beta, CRM (Customer Relationship Management)Bizzabo
Event ManagementMessageBird
Phone & SMSStreak
CRM (Customer Relationship Management)Knack
DatabasesZoom
Video ConferencingOneNote
Microsoft +1
Microsoft, NotesEmma
Email NewslettersSpacio
Forms & SurveysOutgrow
Forms & SurveysTeamwork
Project ManagementFacebook Lead Ads
Ads & Conversion +2
Ads & Conversion, Facebook, PremiumJotForm
Forms & SurveysPodio
Project ManagementBombBomb.com
Drip EmailsGoCanvas
Forms & SurveysSignNow
SignaturesSurvey Anyplace
Forms & SurveysFreeAgent
AccountingGmail
Email +1
Email, GoogleOneDrive
File Management & Storage +1
File Management & Storage, MicrosoftMailparser
EmailPinboard
Bookmark ManagersEcwid
eCommerceSlack
Team ChatKajabi
eCommerceOntraport
Marketing AutomationPure Chat
Customer SupportBenchmark Email
Email NewslettersKanban Tool
Project ManagementMailchimp
Email NewslettersZoho Forms
Forms & Surveys +1
Forms & Surveys, ZohoTextMagic
Phone & SMSWoodpecker.co
Drip EmailsQuickBooks Online
Accounting +1
Accounting, PremiumGoogle Analytics
Ads & Conversion +1
Ads & Conversion, GoogleFacebook Offline Conversions
Ads & Conversion +1
Ads & Conversion, FacebookFormidable Forms
Forms & Surveys +1
Forms & Surveys, WordPressCredit Repair Cloud
CRM (Customer Relationship Management)Appointlet
Scheduling & BookingBasecamp 2
Project ManagementHelloSign
SignaturesPlanSo Forms for WordPress
Forms & Surveys +1
Forms & Surveys, WordPressSelz
eCommerceGroove
Customer SupportDasheroo
DashboardsCognism Prospector
Beta +1
Beta, Marketing AutomationPardot
Marketing Automation +1
Marketing Automation, PremiumAvaza
Project ManagementSmoove
Marketing AutomationEnvoy for Visitors
Event ManagementTrello
Project ManagementSquarespace
Forms & SurveysRezdy
Scheduling & BookingNUACOM
Phone & SMSFulcrum
Forms & SurveysPDFfiller
DocumentsPandaDoc
DocumentsZendesk Sell
CRM (Customer Relationship Management)Device Magic
Forms & SurveysConnect Insightly to 2,000+ Apps
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 Record
Creates a Record
- Update Record
Updates a Record
Searches
- Find Record
Finds an existing Record
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