Insightly Integrations

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Insightly Integration Details

Launched on Zapier March 20, 2013

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.

Zapier combines Triggers (like "New Contact") and Actions (like "Create Contact") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following Insightly Triggers, Searches, and Actions are supported by Zapier:

Create Contact

Create a new contact in your Insightly account.

Create Note

Create a new note in your Insightly account.

Create Task

Create a new task in your Insightly account.

Create Lead

Create a new lead in your Insightly account.

Create Opportunity

Create a new opportunity in your Insightly account.

Create Organization

Create a new organization in your Insightly account.

Create Project

Creates a new project in your Insightly account.

Update Contact

Update a contact.

Update Lead

Update an existing Lead.

New Contact

A new contact was created in your Insightly account.

New Task

A new task was created in your Insightly account.

New Lead

Triggers when a new lead is created in your Insightly account.

New Opportunity

Triggers when a new opportunity is created.

New Organization

A new organization was created in your Insightly account.

New Project

Triggers when a new project is created within your Insightly account.

Updated Contact

Triggers when a contact is updated.

Find User

Searches for a user by email address.

Find Project

Searches for a project by name.

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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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