Salesforce is a leading enterprise customer relationship manager (CRM) application.

Salesforce (Legacy)

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

Zoho CRM

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.

Pipedrive

Keap Max Classic is all-in-one marketing and sales automation software for small businesses. It effortlessly combines CRM, email marketing and e-commerce.

Keap Max Classic

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.

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.

Insightly

Quick Base is a tool to help you turn ideas about better ways to work into apps that make your team more efficient, informed and productive.

Quick Base

Zoho Creator is an online database builder. Its easy drag-n-drop interface lets you create custom applications for every data collection need, define workflow and also configure business rules that are unique to your business.

Zoho Creator

Smartsheet is a leading cloud-based platform for work execution, enabling teams and organizations to plan, capture, manage, automate, and report on work at scale, resulting in more efficient processes and better business outcomes.

Smartsheet

Knack is the easy way to build online databases and applications.

Knack

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.

Google Sheets

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.

While spreadsheets are often the most straightforward way to stay organized, they can quickly get cumbersome when you have lots of information to sort. Airtable combines the ease of a spreadsheet with the power of a database, and with the help of Zapier, you can instantly put your data to work. Collect information from your app or tool of choice and automatically store it in Airtable. Then create events, notifications, or tasks directly from Airtable entries.  

Here are some creative ways to use Airtable with Zapier:

Insightly

Airtable

Insightly

Airtable

Insightly + Airtable Integrations

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