Create Insightly contacts from new leads in Facebook Lead Ads
Facebook Lead Ads + Insightly
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.
Connect 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
New Contact
A new contact was created in your Insightly account.
New Lead
Triggers when a new lead is created in your Insightly account.
New Organization
A new organization was created in your Insightly account.
Updated Contact
Triggers when a contact is updated.
New Task
A new task was created in your Insightly account.
New Opportunity
Triggers when a new opportunity is created.
New Project
Triggers when a new project is created within your Insightly account.
Actions
Create Contact
Create a new contact in your Insightly account.
Create Task
Create a new task in your Insightly account.
Create Opportunity
Create a new opportunity in your Insightly account.
Create Project
Creates a new project in your Insightly account.
Update Lead
Update an existing Lead.
Create Note
Create a new note in your Insightly account.
Create Lead
Create a new lead in your Insightly account.
Create Organization
Create a new organization in your Insightly account.
Update Contact
Update a contact.
Searches
Find User
Searches for a user by email address.
Find Organization
Searches for an organization by name or email domain.
Find Lead
Searches for a lead by email address.
Find Contact
Searches for a contact by email address.
Find Project
Searches for a project by name.
Find Opportunity
Searches for an opportunity by name.