Salesforce is a leading enterprise customer relationship manager (CRM) application.

Salesforce (Legacy)

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

Zoho CRM

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.

Pipedrive

Keap Max Classic is all-in-one marketing and sales automation software for small businesses. It effortlessly combines CRM, email marketing and e-commerce.

Keap Max Classic

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.

If you run a business, then you know how important both CRM and project management are to your company’s success. Connect Insightly to Zapier and you have the ideal duo for automatically adding and tracking new contacts, assigning tasks to your team, creating calendar events, and so much more.

Here are some creative ways to use Insightly with Zapier:

Save important sales leads that land on your website. If you use the Gravity Forms plug-in for your WordPress site, Zapier will convert those form submissions into Insightly contacts.

Build lists for your email marketing campaigns. After a new contact is added to Insightly, Zapier inserts them directly into your MailChimp email list.

Assign tasks to your team that already include the details. Make or move a Trello card to a specific list and let Zapier assign that task to your Insightly team member.

Insightly

Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.

Trello

Asana is a collaborative information manager for workspace. It helps you organize people and tasks effectively.

Asana

Google Tasks is a very simple task list. Works inside Gmail, Android, and Calendar seamlessly.

Google Tasks

OmniFocus is an incredible task management platform for Mac®, iPad®, and iPhone®.

OmniFocus

Managing millions of tasks, Todoist is an online task management app and todo list. It has Web, iPhone, Android, Chrome, Firefox, Outlook flavors (and more!).

Todoist helps you keep track of everything in one place. Connect it to Zapier and you can accomplish a lot more in less time. Zapier integrates Todoist with 1,000+ apps so you can automatically create tasks from emails, chat messages, and calendar events, or send new Todoist tasks back to those other apps.

Here are some creative ways to use Todoist and Zapier:

 See all your events and tasks in one place by adding new Google Calendar events to Todoist as tasks.

 Power up your Mondays by sending yourself a digest of tasks you completed the previous Friday.

 Streamline follow-ups: Add a new task whenever you're mentioned in a GitHub issue, Slack channel, Trello board, or other app you use.

Insightly

Todoist

Insightly

Todoist

Insightly + Todoist Integrations

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