When this happens...
InsightlyNew Contact
Then do this...
SidekickNew Desktop Notification

If many different names and faces come through your door, real or virtual, it can be a challenge to keep them all together, much less track new ones. Make your life a little easier for yourself by using this Insightly Sidekick integration. Rather than forcing you to check in regularly just to know who was added to the system, you'll receive Sidekick notifications directly to your desktop. These will automatically be triggered whenever a new contact is added on Insightly, so you can be sure to know the minute a new name pops up, along with all its associated information.

How It Works

  1. A new contact is added to Insightly
  2. Zapier automatically sends a Sidekick notification

What You Need

  • Insightly account
  • Sidekick 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 + Sidekick 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 Project

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

Create Note

Create a new note in your Insightly account.

New Organization

A new organization was created in your Insightly account.

New Desktop Notification

Send the name, link (optional), picture and headline from your trigger to Signals, which will provide you a desktop notification.

Updated Contact

Triggers when a contact is updated.

Create Project

Creates a new project in your Insightly 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.

Sidekick is a free service that gives you email superpowers with contact insights, email tracking, and email scheduling.