When this happens...
MavenlinkNew Message
Then do this...
InsightlyCreate Task

Noticing your CRM lagging behind the events on Mavenlink? If you set up this Mavenlink Insightly integration, we'll make sure everything matches, no matter how fast it changes. Every new Mavenlink story will also create a new task on Insightly once everything is set up, including all the information you need to make sure your workflows never slow down.

How It Works

  1. A new story is added on Mavenlink
  2. Zapier automatically creates a new task on Insightly

What You Need

  • Mavenlink account
  • Insightly 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 + Mavenlink 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 Story

Triggered whenever there is a new story (tasks, deliverables, milestones).

Create Note

Create a new note in your Insightly account.

New Message

Triggers when a new message is posted.

Create Project

Creates a new project.

New Project

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

Create New Story

Create a Task/Deliverable/Milestone in a mavenlink project.

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.

Mavenlink’s project collaboration suite allows you to manage your business relationships, share files, and track project activity online from anywhere in the world. Within a project workspace in Mavenlink, you can agree on budget & schedule, track time, send invoices, get paid via PayPal, and complete work.

See Mavenlink Integrations