Create new Insightly tasks from new Mavenlink stories

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
Create new Insightly tasks from new Mavenlink stories
Mavenlink integration logo

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.

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.

What Is Zapier?

Get Help