Insightly + Airtable Integrations

How to connect Insightly + Airtable

Zapier lets you send info between Insightly and Airtable automatically—no code required.

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Supported triggers and actions

What does this mean?

Deleted Record
Triggers when a record is deleted.
Trigger
Instant
New Record
Triggers when a new record is created.
Trigger
Instant
Updated Field on Record
Triggers 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
Instant
Updated Record
Triggers when a record is updated.
Trigger
Instant
Create Record
Creates a Record
Action
Write

Update Record
Updates a Record
Action
Write
Find Record
Finds an existing Record
Action
Search

New Record
Triggers when a new new record is created, optionally limited to a view
Trigger
Scheduled

Airtable
Triggers when a record is created or updated.
Scheduled
Trigger
Airtable
Creates a new record with auto-populating fields.
Scheduled
Action
Airtable
Update the values of specific cells in an Airtable record.
Scheduled
Action
Airtable
Use simple field search or Airtable's powerful formula syntax to find a matching Airtable record. Learn more at
Scheduled
Action
Airtable
Find or Create Record
Scheduled
Action

How Insightly + Airtable Integrations Work

Step 1: Authenticate Insightly and Airtable.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Insightly + Airtable

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.

Learn More

Related categories

CRM (Customer Relationship Management)

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About Airtable

Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.

Learn More