When this happens...
InsightlyNew Contact
Then do this...
InsightlyCreate Task

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

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

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

When this happens...
then do this!
Insightly
New Contact

A new contact was created in your Insightly account.

Insightly
Create Contact

Create a new contact in your Insightly account.

Insightly
New Task

A new task was created in your Insightly account.

Insightly
Create Task

Create a new task in your Insightly account.

Insightly
New Contact

A new contact was created in your Insightly account.

Insightly
Create Note

Create a new note in your Insightly account.

Insightly
New Task

A new task was created in your Insightly account.

Insightly
Create Contact

Create a new contact in your Insightly account.

Insightly
New Project

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

Insightly
Create Task

Create a new task in your Insightly account.

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Become a Zapier Integration Partner

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.

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.