When this happens...
Quote RollerNew Contact
Then do this...
InsightlyCreate Contact

An updated contact list is essential for a healthy CRM platform, but that doesn't mean you have to handle the job personally. Setting up this Quote Roller-Insightly integration will save you some time by keeping your lists updated for you. Once it's active, a new contact will be added to Insightly for every new one created on Quote Roller, giving you an automated and hands-off mechanism to populate your records from then on.

How It Works

  1. A new contact is created on Quote Roller
  2. Zapier automatically creates a contact on Insightly

What You Need

  • Quote Roller account
  • Insightly account

Why Zapier?


Get started for free—14 day trial of premium features and apps.


No coding required—automate any of 1,500+ apps in minutes.


Enterprise-level security—connect mission-critical apps.

It's easy to connect Insightly + Quote Roller and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Task

A new task was created in your Insightly account.

Create Contact

Create a new contact in your Insightly account.

New Contact

A new contact was created in your Insightly account.

Create Task

Create a new task in your Insightly account.

New Category

Triggers on a new category

Create Note

Create a new note in your Insightly account.

New Product

Triggers on a new product

Create Note

Creates a new note on a proposal

New Service

Triggers whenever a new service is added to your catalog

Create Contact

Creates a contact

You use lots of apps to get stuff done. Zapier creates more time in your day by helping you automate those apps, so they work for you in the background.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,500+ 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.

Learn More

Create polished, professional proposals in minutes.

See Quote Roller Integrations

Connect Insightly + Quote Roller

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