Insightly
When this happens...
InsightlyNew Contact

Your CRM helps you keep tabs on a constant stream of contacts, but sometimes you want to be able to email a customer a touch more personally. With this Microsoft Outlook & Insightly integration, you can seamlessly connect the two so that whenever a new contact is added to Insightly, their contact info is also added to Microsoft Outlook.

What You Need

  • Insightly account
  • Microsoft Outlook account

Why Zapier?

Free

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Easy

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Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Insightly + Microsoft Outlook 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 Email

Triggers when a new e-mail is received in your inbox.

Create Note

Create a new note in your Insightly account.

Calendar Event Start

Triggers at a specified time before an event in your calendar starts.

Create Event

Create an event in the calendar of your choice.

New Contact

A new contact was created in your Insightly account.

Send Email

Send an email from your Outlook account.

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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

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.

See Microsoft Outlook Integrations