11 Updates for Insightly Zaps: Find Contacts and Organizations, Create Leads, and More

If you use Insightly to manage your contacts and leads (and all the tasks that go with them), you'll be excited to know that you can use Zapier to connect Insightly to over 500 apps. You don't have to spend time importing and exporting data between Insightly and the many other apps you use. Instead, Zapier does the work for you.

There are a ton of new ways to use Zapier's Insightly integration, thanks to updates recently made. Here's what's new (click to jump):

• 6 new Search Actions: "Find Lead," "Find Organization," "Find Contact," "Find Project," "Find Opportunity," and "Find User"

• 3 new Triggers: "New Organization," "New Project," and "New Lead"

• 2 new Actions: "Create Lead" and "Create Organization"

Search Capabilities Come to Insightly Zaps

Zapier can now search Insightly for existing leads, contacts, organizations, projects, users, and opportunities. Plus, if Zapier doesn't find the lead, opportunity, or organization that matches your search criteria, it will automatically create it. Then you can use that record in a subsequent step of the same Zap.

These new search capabilities for Insightly allow you automate complex Insightly workflows with a single Zap. Also, automatically searching for records before you create new ones is a great way to avoid duplicate records. Here are some example multi-step workflows you can automate with Insightly Zaps:

Three New Ways to Kick off Zaps from Insightly

You can now trigger Zaps whenever new leads, organizations, or projects are created in Insightly. Here are a few ideas for time-saving Insightly Zaps you can create with these new Triggers:

Use Zaps to Automatically Create Insightly Leads and Organizations

When there's a new lead or a new organization to get in touch with, sometimes adding them to your CRM is the last thing on your mind. Luckily, you can have a Zap take care of those details for you. Try out some Zaps like these to keep automatically Insightly updated, while you concentrate on bigger-picture items:

How To Use This Integration:

1. Sign up for an Insightly account, and also make sure you have a Zapier account.
2. Connect your Insightly account to Zapier.
3. Check out pre-made Insightly integrations.
4. Or create your own from scratch in the Zap Editor.