Insightly

Insightly Integrations

  • Create new Insightly contacts from new Facebook Lead Ads leads

    Every new user counts. Make sure you know who expresses interest in your product or service by letting this Facebook Lead Ads-Insightly integration populate your CRM for you. It will trigger with every new lead on Facebook once it's active, automatically creating a new contact on Insightly each time.

    How It Works

    1. Facebook Lead Ads captures a new lead
    2. Zapier automation creates a new contact on Insightly

    What You Need

    • Facebook Lead Ads account
    • Insightly account
  • Create Insightly contacts from new Google Contacts

    If you keep track of contact information in Google Contacts and have ever wanted to send that information to Insightly, you now can with the help of Zapier. This integration allows you to automatically take those new Google Contacts and create contacts in Insightly with them.

    How It Works

    1. You add a new Google Contact
    2. Zapier adds that person as a contact to Insightly

    What You Need

    • A Google Contacts account
    • An Insightly account
  • Add new Insightly tasks to Todoist as new tasks

    Want your Insightly tasks in your personal todo list? Use this Insightly Todoist integration to create new tasks in Todoist from new Insightly tasks.

    How It Works

    1. Create a new Insightly task
    2. Zapier adds that task to Todoist

    What You Need

    • Insightly account
    • Todoist account
  • Send Gravity Forms Contact to Insightly

    Gravity Forms is one of the best WordPress form plugins. You can use Gravity Forms as an easy to build contact form on your site. Then this Gravity Forms Insightly integration makes it easy to save those leads from Gravity Forms into your Contactually automatically.

    How It Works

    1. Someone fills out your Gravity Forms form
    2. Zapier automatically turns that submission into an Insightly contact

    What You Need

    • The Gravity Forms plugin
    • The Gravity Forms Zapier plugin
    • An Insightly account
  • Add New MailChimp Subscribers as Contacts in Insightly

    MailChimp is great for email marketing, but sometimes you want to add a little personal touch. That's where a great CRM like Insightly comes in. This integration makes it easy to automatically add new MailChimp subscribers to Insightly so sales teams can reach out on a one-to-one basis with contacts, prospects and customers.

    How It Works

    1. Someone subscribers to your MailChimp list
    2. Zapier automatically adds that person to Insightly

    What You Need

    • A MailChimp account
    • An Insightly account
  • Add new Insightly tasks to Asana

    Do you want to be able to keep track of your responsibilities across multiple platforms? Now, whether you use Insightly or Asana, you will always know what needs to get done. This integration automatically adds Insightly tasks to Asana, including every bit of info from your tasks so you'll know what you need to do in either of your apps. Staying on top of your projects will be easier then ever before.

    How It Works

    1. A new task is added to Insightly.
    2. Zapier automatically adds a task to Asana.

    What You Need

    • An Insightly account
    • An Asana account
  • Create Trello cards from new Insightly tasks

    You already use Trello and Insightly because they're both great for different things. Leverage their individual strengths with this integration. This automation creates Trello cards from new Insightly tasks. Now you can easily organize tasks and make sure your team is staying on top of them.

    How It Works

    1. A new task is added to Insightly.
    2. Zapier automatically creates a new card in Trello.

    What You Need

    • An Insightly account
    • A Trello card
  • Add Insightly contacts to Constant Contact

    Manage your customer relationships and contact lists at the same time with the Insightly to Constant Contact integration. Once set up, when a new contact is added to Insightly, Zapier will automatically create a new contact in Constant Contact. Reaching your audience is easier when you use this Zapier automation.

    How It Works

    1. A new contact is added in Insightly
    2. Zapier creates a new contact in Constant Contact

    What You Need

    • Insightly account
    • Constant Contact account
  • Add New Insightly Contacts as Subscribers to a MailChimp List

    One of the best ways to stay in touch with contacts is to send them periodic updates via email. This Insightly MailChimp integration makes it easy to add new Insightly contacts to a MailChimp list so that you can easily stay in touch.

    How It Works

    1. Add new contacts to Insightly
    2. Zapier will automatically add those contacts to a MailChimp list

    What You Need

    • An Insightly account
    • A MailChimp account
  • Add new Insightly contacts to Google Contacts as new contacts

    If your organisation uses Insightly and you want to send ad-hoc emails using Gmail, you can use Zapier to automatically start adding new Insightly contacts to Google Contacts as they are created. You can optionally specify a contact group in Google Contacts to separately identify these contacts in Gmail.

    Once you set up this Insightly Google Contacts integration, new Insightly contacts created from that point forward are individually added to Google Contacts as new contacts.

    Note: This Zapier integration doesn't import existing Insightly contacts into Google Contacts, only new contacts after you've set it up.

    How It Works

    1. A new Insightly contact is created.
    2. Zapier adds that data to Google Contacts as a new contact.

    What You Need

    • Insightly account
    • Google Contacts account
  • Create Insightly contacts from new Acuity Scheduling appointments

    Load your Insightly contacts directly when clients book new appointments in Acuity Scheduling. This Zapier integration can start to automatically add new Acuity Scheduling contacts to Insightly as they create a new appointment.

    Once you set up this Acuity Scheduling to Insightly integration, from that point forward new appointment contacts are automatically added to your Insightly CRM account.

    How It Works

    1. A new Acuity Scheduling appointment is created.
    2. Zapier adds the appointment to Insightly as a new contact.

    What You Need

    • An Acuity Scheduling account
    • An Insightly account
  • Add new Insightly contacts to Office 365

    Your CRM helps you keep tabs on a constant stream of contacts, but sometimes you want to be able to email a customer a touch more personally. With this Office 365 Insightly integration, you can seamlessly connect the two so that whenever a new contact is added to Insightly, their contact info is also added to Office 365.

    How It Works

    1. A new contact is added to Insightly
    2. Zapier adds this contact to Office 365

    What You Need

    • Insightly account
    • Office 365 account
  • Create Wave customers from new Insightly contacts

    Your CRM is a powerful tool inside your business, for many it may even be the hub with the amount of valuable information it contains about your customers. Connect it directly to your finance app with the help of Zapier, and ensure that your customers and contacts exist across all of your important business apps.

    How It Works

    1. You have a new contact in Insightly
    2. Zapier creates a customer in Wave

    What You Need

    • Insightly account
    • Wave account
  • Send new Facebook Lead Ads leads to Insightly

    You may be collecting all those contacts from Facebook, but everything happens on Insightly. Let Zapier bridge the gap with this Facebook Lead Ads-Insightly integration. From the moment you set it up, we'll watch your Facebook Lead Ads; whenever a new lead sends in their information, this Zap will copy them over to Insightly as a new lead, bringing in all the details you need to start your workflows on there.

    How It Works

    1. Facebook Lead Ads captures a new lead
    2. Zapier automation creates a new lead on Insightly

    What You Need

    • Facebook Lead Ads account
    • Insightly account
  • Add new FullContact business cards as contacts in Insightly

    Say goodbye to manually entering new business cards into Insightly with this Zapier automation. When you snap a pic of a business card with the FullContact Card Reader app, a team of people—not computers—transcribes the card and add a new contact to Insightly.

    How It Works

    1. You scan a new business card with FullContact
    2. Zapier creates an Insightly contact with that person's information

    What You Need

    • FullContact account
    • Insightly account
  • Create Insightly contacts from new Typeform form entries

    Your team uses Typeform because it allows customers to communicate with you easily. It's important to retain to customer contact information so you can reach out to them in future campaigns. This integration automatically creates Insightly contacts from newly submitted forms in Typeform. Now communicating with your customers is easier then ever before.

    How It Works

    1. A new form is submitted in Typeform.
    2. Zapier automatically creates a new contact in Insightly.

    What You Need

    • A Typeform account
    • An Insightly account
  • Create Insightly contacts from new Gmail emails

    You value your customers and want to be able to stay in touch with as little friction as possible. This integration makes that easy by automatically creating Insightly contacts for new emails sent to your Gmail account. Now communicating with your customers will be easier then ever before!

    How It Works

    1. A new email is sent to your Gmail account.
    2. Zapier automatically creates a new contact in Insightly.

    What You Need

    • A Gmail account
    • An Insightly account
  • Add Insightly leads to ActiveCampaign as subscribers

    Leads can grow cold if you don't follow up with them. With this Insightly ActiveCampaign automation, add new Insightly contacts to ActiveCampaign as subscribers to seamlessly manage your marketing lists.

    How It Works

    1. New contact is added to Insightly
    2. Zapier adds this contact as a subscriber in ActiveCampaign

    What You Need

    • Insightly account
    • ActiveCampaign account
  • Create Google Calendar events from Insightly tasks

    Do you want to be able to schedule your tasks to make sure you are completing them in a timely manner? This integration will allow you to do just that! It automatically adds new Insightly tasks as events in Google Calendar.

    How It Works

    1. A new task is added to Insightly.
    2. Zapier automatically creates an event in Google Calendar.

    What You Need

    • An Insightly account
    • A Google Calendar account
  • Create Insightly contacts from new Google Sheets rows

    Do you keep track of your customers with spreadsheets? Do you want to be able to easily transfer their information to an application that allows you to connect with them? This integration automatically creates Insightly contacts from new Google Sheets rows. Now you'll always be able to stay in touch just by keeping your spreadsheet up to date.

    How It Works

    1. A new row is added to a spreadsheet in Google Sheets.
    2. Zapier automatically creates a contact in Insightly.

    What You Need

    • A Google Sheets account
    • An Insightly account
  • Create Insightly tasks for new contacts added to Insightly

    Staying in touch with your customers is important, and you want your team to reach out to new customers as soon as possible. This integration automatically creates a task for every new contact added to Insightly. Now your team can welcome new customers and build relationships that much faster, with new tasks in Insightly to remind you to followup with every new contact.

    How It Works

    1. A new contact is added to Insightly.
    2. Zapier automatically adds a new contact to Insightly.

    What You Need

    • An Insightly account
  • Create Insightly tasks for Gmail emails

    Have you ever wished you could turn your emails into actionable tasks? This integration does just that! Zapier will automatically create a brand new task in Insightly whenever you get a new email in your Gmail account. Now you're ready to get things done without wasting half your day in your inbox.

    How It Works

    1. A new email is sent to your Gmail account.
    2. Zapier automatically creates a task in Insightly.

    What You Need

    • A Gmail account
    • An Insightly account
  • Create MailChimp subscribers from Insightly leads

    When you obtain a new lead, that is most likely someone you would like to continue to build the relationship with through targeted emails. Let automation help you connect your leads to specific lists in your email marketing platform, and keep those new leads engaged for as long as you can!

    How It Works

    1. You have a new lead in Insightly
    2. Zapier creates a subscriber in MailChimp ## What You Need
    • Insightly account
    • MailChimp account
  • Create Insightly contacts from Google Forms responses

    Is there any better way to gather contacts from your website than a form? Why not connect your form responses directly to your CRM? With one simple automation from Zapier, you can do just that!

    Note: To use this integration you'll need a live form that's set up to collect responses in a spreadsheet.

    How this Google Forms-Insightly integration works

    1. You have a new form response
    2. Zapier creates a new contact

    Apps involved

    • Google Forms
    • Insightly
  • Share new Insightly tasks on Slack

    Make Slack your command center with this integration. With it Zapier automatically notifies you in Slack when new tasks are added to Insightly. Keep your team on track without ever leaving Slack.

    How It Works

    1. A new task is added to Insightly.
    2. Zapier automatically sends a message in Slack.

    What You Need

    • An Insightly account
    • A Slack account

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Insightly Integration Details

Launched on Zapier March 22, 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 Task

Create a new task in your Insightly account.

Create Note

Create a new note in your Insightly account.

Create Project

Creates a new project in your Insightly account.

Create Opportunity

Create a new opportunity in your Insightly account.

Update Contact

Update a contact.

Create Organization

Create a new organization in your Insightly account.

Update Lead

Update an existing Lead.

Create Lead

Create a new lead in your Insightly account.

New Contact

A new contact was created in your Insightly account.

New Task

A new task was created in your Insightly account.

New Project

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

New Organization

A new organization was created in your Insightly account.

Updated Contact

Triggers when a contact is updated.

New Opportunity

Triggers when a new opportunity is created.

New Lead

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

Find Organization

Searches for an organization by name or email domain.

Find User

Searches for a user by email address.

Find Contact

Searches for a contact by email address.

Find Opportunity

Searches for an opportunity by name.

Find Lead

Searches for a lead 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.