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Insightly Integrations

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Connect to 3,000+ Apps

Choose an app to connect with Insightly

Integrate Google Sheets with Insightly

Google Sheets

Google +1Google, Spreadsheets
Integrate Mailchimp with Insightly

Mailchimp

Email Newsletters
Integrate Gmail with Insightly

Gmail

Email +1Email, Google
Integrate Facebook Lead Ads with Insightly

Facebook Lead Ads

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

Calendly

Scheduling & Booking
Integrate ActiveCampaign with Insightly

ActiveCampaign

Marketing Automation
Integrate JotForm with Insightly

JotForm

Forms & Surveys
Integrate Squarespace with Insightly

Squarespace

Forms & Surveys
Integrate Gravity Forms with Insightly

Gravity Forms

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

Cognito Forms

Forms & Surveys
Integrate Acuity Scheduling with Insightly

Acuity Scheduling

Scheduling & Booking
Integrate QuickBooks Online with Insightly

QuickBooks Online

Accounting +1Accounting, Premium
Integrate Google Forms with Insightly

Google Forms

Forms & Surveys +1Forms & Surveys, Google
Integrate WPForms with Insightly

WPForms

Forms & Surveys +1Forms & Surveys, WordPress
Integrate Microsoft Outlook with Insightly

Microsoft Outlook

Email +1Email, Microsoft
Integrate Smartsheet with Insightly

Smartsheet

Spreadsheets
Integrate Jira Software Server with Insightly

Jira Software Server

Project Management
Integrate Google Calendar with Insightly

Google Calendar

Calendar +1Calendar, Google
Integrate Slack with Insightly

Slack

Team Chat
Integrate Leadpages with Insightly

Leadpages

Forms & Surveys
Integrate Shopify with Insightly

Shopify

eCommerce +1eCommerce, Premium
Integrate Microsoft Excel with Insightly

Microsoft Excel

Microsoft +1Microsoft, Spreadsheets
Integrate Zoom with Insightly

Zoom

Video Conferencing
Integrate MySQL with Insightly

MySQL

Databases +1Databases, Premium
Integrate Ruler Analytics with Insightly

Ruler Analytics

Call Tracking
Integrate Trello with Insightly

Trello

Project Management
Integrate Wufoo with Insightly

Wufoo

Forms & Surveys
Integrate Google Contacts with Insightly

Google Contacts

Contact Management +1Contact Management, Google
Integrate Microsoft Office 365 with Insightly

Microsoft Office 365

Email +1Email, Microsoft
Integrate Asana with Insightly

Asana

Project Management
Integrate SharpSpring with Insightly

SharpSpring

Marketing Automation
Integrate Airtable with Insightly

Airtable

Databases
Integrate Facebook Pages with Insightly

Facebook Pages

Facebook +1Facebook, Social Media Accounts
Integrate Keap Max Classic with Insightly

Keap Max Classic

Marketing Automation +1Marketing Automation, Premium
Integrate Formidable Forms with Insightly

Formidable Forms

Forms & Surveys +1Forms & Surveys, WordPress
Integrate WebinarJam / EverWebinar with Insightly

WebinarJam / EverWebinar

Webinars
Integrate Paperform with Insightly

Paperform

Forms & Surveys
Integrate Pendo with Insightly

Pendo

Analytics +1Analytics, Beta
Integrate Xero with Insightly

Xero

Accounting +1Accounting, Premium
Integrate Constant Contact with Insightly

Constant Contact

Email Newsletters
Integrate Google Drive with Insightly

Google Drive

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

WooCommerce

eCommerce +1eCommerce, WordPress
Integrate RegFox with Insightly

RegFox

Event Management
Integrate Typeform with Insightly

Typeform

Forms & Surveys
Integrate Workable with Insightly

Workable

HR Talent & Recruitment
Integrate HubSpot with Insightly

HubSpot

Marketing Automation
Integrate RingCentral with Insightly

RingCentral

Phone & SMS
Integrate Autopilot Journeys with Insightly

Autopilot Journeys

Marketing Automation
Integrate Magento with Insightly

Magento

eCommerce +1eCommerce, Premium
Integrate MessageBird with Insightly

MessageBird

Phone & SMS
Integrate Seamless AI with Insightly

Seamless AI

Contact Management
Integrate MailerLite with Insightly

MailerLite

Email Newsletters
Integrate Streak with Insightly

Streak

CRM (Customer Relationship Management)
Integrate ScheduleOnce with Insightly

ScheduleOnce

Scheduling & Booking
Integrate Campaign Monitor with Insightly

Campaign Monitor

Email Newsletters
Integrate Zendesk with Insightly

Zendesk

Customer Support +1Customer Support, Premium
Integrate Wix Automations with Insightly

Wix Automations

CRM (Customer Relationship Management)
Integrate DocuSign with Insightly

DocuSign

Signatures
Integrate Teamwork with Insightly

Teamwork

Project Management
Integrate Outgrow with Insightly

Outgrow

Forms & Surveys
Integrate eSign Genie with Insightly

eSign Genie

Beta +1Beta, Signatures
Integrate ClickFunnels with Insightly

ClickFunnels

Marketing Automation
Integrate LinkedIn Lead Gen Forms with Insightly

LinkedIn Lead Gen Forms

Ads & Conversion +2Ads & Conversion, Microsoft, Premium
Integrate Podio with Insightly

Podio

Project Management
Integrate Mailparser with Insightly

Mailparser

Email
Integrate Pinboard with Insightly

Pinboard

Bookmark Managers
Integrate Klaviyo with Insightly

Klaviyo

Marketing Automation
Integrate Ontraport with Insightly

Ontraport

Marketing Automation
Integrate monday.com with Insightly

monday.com

Project Management
Integrate Formstack with Insightly

Formstack

Forms & Surveys
Integrate TextMagic with Insightly

TextMagic

Phone & SMS
Integrate Webflow with Insightly

Webflow

Website Builders
Integrate Dropbox with Insightly

Dropbox

File Management & Storage
Integrate Box with Insightly

Box

File Management & Storage
Integrate Proposify with Insightly

Proposify

Proposal & Invoice Management
Integrate Appointlet with Insightly

Appointlet

Scheduling & Booking
Integrate Basecamp 2 with Insightly

Basecamp 2

Project Management
Integrate PlanSo Forms for WordPress with Insightly

PlanSo Forms for WordPress

Forms & Surveys +1Forms & Surveys, WordPress
Integrate Cognism Prospector with Insightly

Cognism Prospector

Beta +1Beta, Marketing Automation
Integrate WordPress with Insightly

WordPress

Website Builders +1Website Builders, WordPress
Integrate Twilio with Insightly

Twilio

Phone & SMS
Integrate Pardot with Insightly

Pardot

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

Leadfeeder

CRM (Customer Relationship Management)
Integrate Envoy for Visitors with Insightly

Envoy for Visitors

Event Management
Integrate Zendesk Sell with Insightly

Zendesk Sell

CRM (Customer Relationship Management)
Integrate Jobber with Insightly

Jobber

Scheduling & Booking
Integrate pdfFiller with Insightly

pdfFiller

Documents
Integrate SimplyBook.me with Insightly

SimplyBook.me

Scheduling & Booking
Integrate Rezdy with Insightly

Rezdy

Scheduling & Booking
Integrate Fulcrum with Insightly

Fulcrum

Forms & Surveys
Integrate Stripe with Insightly

Stripe

Payment Processing
Integrate Unbounce with Insightly

Unbounce

Forms & Surveys
Integrate Freshdesk with Insightly

Freshdesk

Customer Support
Integrate Instapage with Insightly

Instapage

Forms & Surveys
Integrate POWR Form Builder with Insightly

POWR Form Builder

eCommerce
Integrate Nimble with Insightly

Nimble

CRM (Customer Relationship Management)
Integrate Hunter with Insightly

Hunter

Contact Management
Integrate Eventbrite with Insightly

Eventbrite

Event Management
Integrate Microsoft Teams with Insightly

Microsoft Teams

Microsoft +1Microsoft, Team Chat
Integrate Quotient with Insightly

Quotient

Proposal & Invoice Management
Integrate Textlocal with Insightly

Textlocal

Phone & SMS
Integrate Neto with Insightly

Neto

eCommerce
Integrate Mapsly with Insightly

Mapsly

Beta +1Beta, CRM (Customer Relationship Management)
Integrate Force24 with Insightly

Force24

Beta +1Beta, Marketing Automation
Integrate LinkedIn with Insightly

LinkedIn

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

SurveyMonkey

Forms & Surveys
Integrate GetResponse with Insightly

GetResponse

Marketing +1Marketing, Marketing Automation
Integrate Ninja Forms with Insightly

Ninja Forms

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

SendGrid

Transactional Email
Integrate 123FormBuilder with Insightly

123FormBuilder

Forms & Surveys
Integrate 10to8 Online Booking with Insightly

10to8 Online Booking

Scheduling & Booking
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 AidaForm with Insightly

AidaForm

Forms & Surveys
Integrate Toky with Insightly

Toky

Phone & SMS
Integrate 10,000ft with Insightly

10,000ft

Project Management
Integrate Axosoft with Insightly

Axosoft

Project Management
Integrate TextP2P with Insightly

TextP2P

Beta +1Beta, Phone & SMS
Integrate Todoist with Insightly

Todoist

Task Management
Integrate CallRail with Insightly

CallRail

Call Tracking
Integrate Google Ads with Insightly

Google Ads

Ads & Conversion +2Ads & Conversion, Google, Premium
Integrate Zoho Mail with Insightly

Zoho Mail

Email +1Email, Zoho
Integrate Burst SMS with Insightly

Burst SMS

Phone & SMS

Connect Insightly to 3,000+ Apps

  • Insightly logoQuickEmailVerification logoInsightly logo

    Verify new email addresses in Insightly with QuickEmailVerification

    Insightly + QuickEmailVerification

    Try It
    Try It
  • JustCall logoInsightly logo

    Create records in Insightly from new calls ended in JusCall

    JustCall + Insightly

    Try It
    Try It
  • Insightly logoWordPress Website Creator logo

    Install WordPress websites on your own server with new Insightly records

    Insightly + WordPress Website Creator

    Try It
    Try It
  • Donately logoInsightly logo

    Create Insightly records from new Donately Donation

    Donately + Insightly

    Try It
    Try It
  • Google Ads logoInsightly logo

    Create records on Insightly for new Google Ads leads

    Google Ads + Insightly

    Try It
    Try It
  • Insightly logoReply logo

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

    Insightly + Reply

    Try It
    Try It

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 Record

    Creates a Record

  • Update Record

    Updates a Record

Searches

  • Find Record

    Finds an existing Record

Connect Insightly to 3,000+ Apps

Connect the apps you use every day

Get started with a Free account

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