Insightly
When this happens...
LeadfeederRecurring Lead
Then do this...
InsightlyCreate Note

Keep on track with your existing clients' visits on your website. Leadfeeder tracks visit of the company that matches specific filtering criteria - e.g. you can insert your top clients' company names into the filters. Once the visits take place, this Zapier integration creates notes for that company's Insightly organization. Remember to add the "Find organization" search between the Leadfeeder trigger and creating the note so that the note gets added to the right organization.

Note: Choose the custom feed in Leadfeeder so you get only those leads' visits to Insightly that match your criteria.

How this Leadfeeder-Insightly integration works

  1. Leadfeeder identifies a new visit on your website by a company that fits your client profile
  2. Zapier searches Insightly for a matching organization
  3. Zapier creates a note about the visits to the company's Insightly organization record

Apps involved

  • Leadfeeder
  • Insightly

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It's easy to connect Insightly + Leadfeeder 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.

Recurring Lead

Triggers when a lead matching your criteria visits your site again. Visit information on the trigger contains data of the first visit during that day.

Create Note

Create a new note in your Insightly account.

New Project

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

Create Project

Creates a new project in your Insightly account.

New Organization

A new organization was created in your Insightly account.

Create Opportunity

Create a new opportunity 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.

Learn More

Leadfeeder helps you to find sales leads by showing which companies are visiting your site and what they’re interested in.

See Leadfeeder Integrations