Send new Insightly tasks to Kanban Tool as new cards

If your sales and CRM tasks are being overlooked a little too often during your sprints, perhaps this Insightly Kanban Tool integration can help integrate the two. Set it up, and from then on you'll enjoy an automated connection that creates a new card on Kanban Tool for every new task on Insightly, centralizing your activity so you can get a sense of the big picture at all times.

How It Works

  1. A new task is created on Insightly
  2. Zapier automatically creates a new card on Kanban Tool

What You Need

  • Insightly account
  • Kanban Tools account
Send new Insightly tasks to Kanban Tool as new cards
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.

Kanban Tool integration logo

Kanban Tool is a smart visual project management application with real-time collaboration that allows teams to get work done faster. Kanban Tool helps companies visualize workflow, analyze and improve business processes and reduce waste.

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