Insightly
When this happens...
InsightlyNew Task
Then do this...
Kanban ToolCreate Card

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

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 + Kanban Tool and requires absolutely zero coding experience—the only limit is your own imagination.

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

A new contact was created in your Insightly account.

Create Contact

Create a new contact in your Insightly account.

New Task

A new task was created in your Insightly account.

Create Task

Create a new task in your Insightly account.

New Card

Triggers when a new card is added.

Create Note

Create a new note in your Insightly account.

New Project

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

Create Card

Adds card to Kanbantool from another your service

New Organization

A new organization was created in your Insightly account.

Create Project

Creates a new project in your Insightly account.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,000+ others.

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.

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.

See Kanban Tool Integrations