Insightly Integrations
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.
Or pick an app to pair with
Webhooks by Zapier
Developer Tools, Zapier
Google Sheets
Google, Spreadsheets
Filter by Zapier
Developer Tools, Zapier
Paths by Zapier
Developer Tools, Zapier
Mailchimp
Email Newsletters
Gmail
Email, Google
Facebook Lead Ads
Ads & Conversion
Formatter by Zapier
Documents, Zapier
Gravity Forms
Forms & Surveys, WordPressWebhooks by Zapier
Developer Tools, ZapierGoogle Sheets
Google, SpreadsheetsFilter by Zapier
Developer Tools, ZapierPaths by Zapier
Developer Tools, ZapierMailchimp
Email NewslettersGmail
Email, GoogleWebhooks by Zapier
Developer Tools, ZapierGoogle Sheets
Google, SpreadsheetsFilter by Zapier
Developer Tools, ZapierConnect your apps and automate workflows
Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.
By signing up, you agree to Zapier’s Terms of Service and Privacy Policy
By signing up, you agree to Zapier’s Terms of Service and Privacy Policy
Popular ways to use Insightly workflows
Verify new email addresses in Insightly with QuickEmailVerification
Verify new email addresses in Insightly with QuickEmailVerificationCreate records in Insightly from new calls ended in JusCall
Create records in Insightly from new calls ended in JusCallInstall WordPress websites on your own server with new Insightly records
Install WordPress websites on your own server with new Insightly recordsCreate Insightly records from new Donately Donation
Create Insightly records from new Donately DonationCreate records on Insightly for new Google Ads leads
Create records on Insightly for new Google Ads leadsPremiumAdd updated Insightly records as new/updated contacts in a Reply campaign
Add updated Insightly records as new/updated contacts in a Reply campaignAdd contacts from new Insightly records to a Reply campaign
Add contacts from new Insightly records to a Reply 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.
- Deleted RecordTriggers when a record is deleted.Trigger
- New RecordTriggers when a new record is created.Trigger
- Updated Field on RecordTriggers when a field of your choosing (i.e. email address, status) is updated on any record of a specified Insightly object (ie. Contact, Lead, Opportunity, etc.).Trigger
- Updated RecordTriggers when a record is updated.Trigger
- Create RecordCreates a RecordAction
- Update RecordUpdates a RecordAction
- Find RecordFinds an existing RecordAction
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.
Related categories
Similar apps
Salesforce (Legacy)
CRM (Customer Relationship Management)
Zoho CRM
CRM (Customer Relationship Management), Zoho
Pipedrive
CRM (Customer Relationship Management)Get started for free
You can't add more hours to the day. Zapier is the next best thing.
By signing up, you agree to Zapier’s Terms of Service and Privacy Policy