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 new contacts added to Insightly
Insightly integration logo

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.

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