Insightly + CallRail Integrations

In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between Insightly and CallRail.


Get started with workflows like: Add Insightly contacts for new calls on CallRail. Or check out the rest of our guided workflows. Save time with Zapier; it's free to try.

Connect Insightly + CallRail in Minutes

It's easy to connect Insightly + CallRail and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

New Contact

A new contact 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.

Updated Contact

Triggers when a contact is updated.

InstantPhone Call Marked as Spam

Triggers when a phone call is marked as "Spam".

New Lead

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

New Organization

A new organization was created in your Insightly account.

New Task

A new task was created in your Insightly account.

InstantPhone Call Completed

Triggers shortly after an inbound phone call is completed and includes post call fields (e.g. recording URL, duration, etc.).

InstantPhone Call Started

Triggers when an inbound phone call is started.

How Insightly + CallRail Integrations Work

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