Insightly + Zapier Chrome extension

Create new Insightly records from new pushes in Zapier Chrome extension

Streamline your record-keeping process with this handy workflow. Each push notification you receive in your Chrome browser via Zapier prompts the creation of a new record in Insightly. This ensures you never miss out on crucial alerts, while simultaneously keeping your customer relationship management system up-to-date and organized.

Streamline your record-keeping process with this handy workflow. Each push notification you receive in your Chrome browser via Zapier prompts the creation of a new record in Insightly. This ensures you never miss out on crucial alerts, while simultaneously keeping your customer relationship management system up-to-date and organized.

  1. When this happens...
    Zapier Chrome extensionZapier Chrome extension
    New Push

    When you trigger this Zap from the Zapier Chrome extension, by default it will include the website’s title, URL, timestamp, and who triggered the Zap. You can add additional Input Fields if you’d like to include more information.

    TriggerInstant
  2. automatically do this!
    InsightlyInsightly
    Create Record

    Creates a Record

    ActionWrite
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Supported triggers and actions

insightly logo
insightly logo

About Insightly

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

Related categories

  • CRM (Customer Relationship Management)

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zapier-chrome-extension logo
zapier-chrome-extension logo

About Zapier Chrome extension

Run workflows right from your browser. Include the URL & Title of the current page or add fields to include any other data you want to use in your Zap.
Learn more

Related categories

  • Notifications
  • Productivity
  • Zapier