When this happens...
InsightlyNew Contact
Then do this...
Zoho InvoiceCreate Contact

If you’re using Insightly’s CRM functions to track your contacts and charging them from Zoho Invoice, there’s no need to have any manual connection between them given the fact they both support Zapier integrations. Once this Insightly Zoho Invoice integration is set up every contact you create on Insightly will automatically add a new contact to Zoho Invoice, handling that part of your pipeline for you from then on so you can focus on your work (and getting paid).

How It Works

  1. A new contact is added on Insightly
  2. Zapier automatically adds a Zoho Invoice contact

What You Need

  • Insightly account
  • Zoho Invoice account

Why Zapier?


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It's easy to connect Insightly + Zoho Invoice 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 Contact

Triggers when a new Contact is added.

Create Note

Create a new note in your Insightly account.

New Invoice

Trigger on a new invoice (with line item support).

Create Contact Person

Creates a new point of contact for a specific contact.

New Contact Person

Triggers when a new point of contact is added to an existing contact.

Create Contact

Creates a new contact.

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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.

Learn More

Zoho Invoice is an easy invoice software meant for small businesses and freelancers. Accept payments online, automate payment reminders and recurring billing.

See Zoho Invoice Integrations

Connect Insightly + Zoho Invoice

Connect the apps you use everyday and find your productivity super-powers.

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