Connect Insightly and karmaCRM to power AI-driven automation

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9,000+ apps, 450+ AI tools
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Choose a Trigger

Choose an Action

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

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Zapier makes it easy to integrate Insightly with karmaCRM - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Deleted Record" from Insightly.

Add your action

An action happens after the trigger—such as "Create Company" in karmaCRM.

You’re connected!

Zapier seamlessly connects Insightly and karmaCRM, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Insightly Object
  Required
Trigger
Instant
Try It
- Insightly Object
  Required
Trigger
Instant
Try It
- Insightly Object
  Required
Action
Write
- Insightly Object
  Required
- Search By
  Required
- Search Value
  Required
Action
Search
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It

Update Contact
Triggers when a contact is updated.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
- Title
- Company
- Background
- Status
- Stage
- Referral Source
- Industry
- User
- Private Notes
- Tags
- Work Email
- Home Email
- Other Email
- Work Website
- Home Website
- Other Website
- Work Phone
- Home Phone
- Mobile Phone
- Work Fax Phone
- Work Address
- Home Address
- Other Address
- LinkedIn
- Google Talk
- Google+
- Youtube
- Skype
- Facebook
- Twitter
Action
Write

- Title
  Required
- Description
- Due Date
Action
Write
- Term
  Required
Action
Search
- Term
  Required
- First Name
  Required
- Last Name
- Title
- Company
- Background
- Status
- Stage
- Referral Source
- Industry
- User
- Private Notes
- Tags
- Work Email
- Home Email
- Other Email
- Work Website
- Home Website
- Other Website
- Work Phone
- Home Phone
- Mobile Phone
- Work Fax Phone
- Work Address
- Home Address
- Other Address
- LinkedIn
- Google Talk
- Google+
- Youtube
- Skype
- Facebook
- Twitter
Action
Search or write

- Insightly Object
  Required
Trigger
Instant
Try It
- Insightly Object
  Required
Trigger
Instant
Try It
- Insightly Object
  Required
Action
Write
New Company
Triggers when a new company is created.
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
- Name
  Required
- Background
- Tags
- Referral Source
- Industry
- Work Email
- Home Email
- Other Email
- Work Website
- Home Website
- Other Website
- Work Phone
- Home Phone
- Mobile Phone
- Work Fax Phone
- Work Address
- Home Address
- Other Address
- LinkedIn
- Google Talk
- Youtube
- Skype
- Google+
- Facebook
- Twitter
Action
Write
- Name
  Required
- Price
- User
- Stage
- Contact
Action
Write
- Term
  Required
Action
Search
- Term
  Required
- Name
  Required
- Background
- Tags
- Referral Source
- Industry
- Work Email
- Home Email
- Other Email
- Work Website
- Home Website
- Other Website
- Work Phone
- Home Phone
- Mobile Phone
- Work Fax Phone
- Work Address
- Home Address
- Other Address
- LinkedIn
- Google Talk
- Youtube
- Skype
- Google+
- Facebook
- Twitter
Action
Search or write

For AI agents & developers

Use Insightly and karmaCRM with AI agents and code

Beyond Zap workflows. Call Insightly and karmaCRM actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Insightly and karmaCRM actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create Record
Create Company

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Insightly and karmaCRM actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* insightly / karmacrm action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

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93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Insightly and karmaCRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Insightly to karmaCRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Insightly

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.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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CRM (Customer Relationship Management), Zoho

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About karmaCRM

KarmaCRM is a simple CRM that helps you nurture personalized relationships at scale by connecting your email, calendar and team to bring all your data into a single place.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Connect Insightly and karmaCRM to power AI-driven automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use Insightly and karmaCRM with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Insightly and karmaCRM to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Make work flow with AI

Connect Insightly to karmaCRM on the world's largest no-code automation platform