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Ratecard + Insightly Integrations

In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between Ratecard and Insightly.


Get started with workflows like: Ask for feedback via Ratecard after lead statuses are changed in Insightly. Or check out the rest of our guided workflows. Save time with Zapier; it's free to try.

Connect Ratecard + Insightly in Minutes

It's easy to connect Ratecard + Insightly and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

InstantNew Feedback

Triggers when new feedback is received for a form. Note: If the feedback requires verification before publishing, this will trigger after it's been verified.

New Lead

Triggers when a new lead is created in your Insightly account.

New Organization

A new organization was created in your Insightly account.

New Task

A new task was created in your Insightly account.

New Contact

A new contact was created in your Insightly account.

New Opportunity

Triggers when a new opportunity is created.

New Project

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

Updated Contact

Triggers when a contact is updated.

How Ratecard + Insightly Integrations Work

  1. Step 1: Authenticate Ratecard + Insightly.
    (30 seconds)
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    (15 seconds)
  3. Step 3: Choose a resulting action from the other app.
    (15 seconds)
  4. Step 4: Select the data you want to send from one app to the other.
    (2 minutes)
  5. That’s it! More time to work on other things.
Connect Ratecard + Insightly