Insightly
When this happens...
InsightlyNew Contact
Then do this...
Office 365Create 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 Office 365 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 Office 365.

How It Works

  1. A new contact is added to Insightly
  2. Zapier adds this contact to Office 365

What You Need

  • Insightly account
  • Office 365 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 + Office 365 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 Event

Triggers when an event is added to a calendar of your choice.

Create Note

Create a new note in your Insightly account.

New Email

Triggers when you get a new email.

Create Contact

Create a contact in your Office 365 account.

New Contact

Triggers when a new contact is added.

Send Email

Send an email from your Outlook 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.

Office 365 Business is a complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer! Zapier does not currently support Outlook.com addresses or Home 365 accounts, only business or Enterprise.

See Office 365 Integrations