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

Push new Cards, Card moves, and Card updates to your instance of Planview LeanKit.

Planview Leankit

Kanban Tool is a smart visual project management application with real-time collaboration that allows teams to get work done faster. Kanban Tool helps companies visualize workflow, analyze and improve business processes and reduce waste.

Kanban Tool

Kanbanery is an easy to use but full-featured online visual project management tool for personal or team use.  Just create task cards and move them through columns as work is completed. A fully-functional free plan is available for personal use. 

Kanbanery

MeisterTask is an incredibly intuitive online task manager that uses smart integrations and task automations to make your team more productive.

MeisterTask

Kanbanize is a lean management platform for Portfolio Kanban implementation that helps teams achieve workflow transparency on a global level.

Kanbanize

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

Whether you use Trello as your team's to-do list, editorial calendar, or event planner, Zapier helps you save time by automatically updating your Trello cards with info from your other apps. You can use Zapier to create cards whenever there are new event sign-ups or move cards to lists when there are new deals in your CRM. The magic doesn't stop there. You can send emails, update your CRM, or run almost any tasks in the 1,000+ apps supported on Zapier right from your Trello board.

Here are some creative ways to use Trello with Zapier:

 Transform any Gmail or Office 365 email into a Trello card by starring the email message.

 Power up your daily, weekly, or monthly routine by scheduling recurring cards to a Trello list with Zapier.

 Quickly turn every online form submission in Typeform into an action item by piping it into Trello as a new card.

Insightly

Trello

Insightly

Trello

Insightly + Trello Integrations

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How Insightly + Trello Integrations Work

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