Insightly Integrations

Put Insightly to work with AI and enterprise-grade automation

Automate smarter with Insightly and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

Start free with email

Continue with Google

Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
9,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

Google Drive

File Management & Storage, Google

Mailchimp

Marketing Automation

PandaDoc

Documents

Calendly

Scheduling & Booking

Typeform

Forms & Surveys

Gravity Forms

Forms & Surveys, WordPress

WPForms

Forms & Surveys, WordPress

Airtable

Databases

Jotform

Forms & Surveys

Google Drive

File Management & Storage, Google

Mailchimp

Marketing Automation

PandaDoc

Documents

Calendly

Scheduling & Booking

Typeform

Forms & Surveys

Gravity Forms

Forms & Surveys, WordPress

Google Drive

File Management & Storage, Google

Mailchimp

Marketing Automation

PandaDoc

Documents

Calendly

Scheduling & Booking

Typeform

Forms & Surveys

Gravity Forms

Forms & Surveys, WordPress

WPForms

Forms & Surveys, WordPress

Airtable

Databases

Jotform

Forms & Surveys

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create records on Insightly for new Google Ads leads
Details
Try it
Google Ads + Insightly
Send new Facebook Lead Ads leads to Insightly
Premium
Details
Try it
Facebook Lead Ads + Insightly
Create new Insightly leads from Calendly invitees
Details
Try it
Calendly + Insightly
Create Insightly records from new Gravity Forms submissions
Details
Try it
Gravity Forms + Insightly
Create Insightly records when new Wix rules trigger
Details
Try it
Wix + Insightly
Create Google Sheets rows for new Insightly records
Details
Try it
Insightly + Google Sheets

Create records on Insightly for new Google Ads leads

Details

Try it

Google Ads + Insightly

Send new Facebook Lead Ads leads to Insightly

Details

Try it

Facebook Lead Ads + Insightly

Create new Insightly leads from Calendly invitees

Details

Try it

Calendly + Insightly

Create Insightly records from new Gravity Forms submissions

Details

Try it

Gravity Forms + Insightly

Create Insightly records when new Wix rules trigger

Details

Try it

Wix + Insightly

Create Google Sheets rows for new Insightly records

Details

Try it

Insightly + Google Sheets

Update Insightly leads with new Leadpages form submissions

Details

Try it

Leadpages + Insightly

Verify new email addresses in Insightly with QuickEmailVerification

Details

Try it

Insightly + QuickEmailVerification

Create records in Insightly from new calls ended in JusCall

Details

Try it

JustCall + Insightly

Install WordPress websites on your own server with new Insightly records

Details

Try it

Insightly + WordPress Website Creator

Create Insightly records from new Donately Donation

Details

Try it

Donately + Insightly

Add updated Insightly records as new/updated contacts in a Reply campaign

Details

Try it

Insightly + Reply

Update Insightly leads with new Leadpages form submissions
Details
Try it
Leadpages + Insightly
Verify new email addresses in Insightly with QuickEmailVerification
Details
Try it
Insightly + QuickEmailVerification
Create records in Insightly from new calls ended in JusCall
Details
Try it
JustCall + Insightly
Install WordPress websites on your own server with new Insightly records
Details
Try it
Insightly + WordPress Website Creator
Create Insightly records from new Donately Donation
Details
Try it
Donately + Insightly
Add updated Insightly records as new/updated contacts in a Reply campaign
Details
Try it
Insightly + Reply

Insightly integration details

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.

Connect Insightly to 9,000+ apps

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Insightly Object
  Required
Trigger
Instant
Try It
- Insightly Object
  Required
Trigger
Instant
Try It
- Insightly Object
  Required
Action
Write
- Insightly Object
  Required
- Search By
  Required
- Search Value
  Required
Action
Search

- Insightly Object
  Required
Trigger
Instant
Try It
- Insightly Object
  Required
Trigger
Instant
Try It
- Insightly Object
  Required
Action
Write

For builders

Let your AI safely access Insightly

Go beyond Zap workflows. Install Zapier in your AI to call Insightly actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

No code

Call actions in natural language with Zapier MCP

Act in Insightly from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

Example actions on this page

Create Record
Update Record

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP

Code

Work in code with the Zapier SDK

Expose Insightly actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

Install

npm install @zapier/zapier-sdk
npm install -D @zapier/zapier-sdk-cli
zapier-sdk login
# create a Insightly connection @ https://zapier.com/app/assets/connections

Run an action

// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";

const zapier = createZapierSdk();

const { data: connection } = await zapier.findFirstConnection({ app: "insightly", owner: "me" });

await zapier.runAction({
  app: 'insightly',
  action: 'create_record',
  connection: connection.id,
  input: {
    {inputKeyValuePairs}
  },
});

Open the SDK docs

Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

Insightly Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

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 moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zoho CRM

CRM (Customer Relationship Management), Zoho

Pipedrive

CRM (Customer Relationship Management)

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Insightly Integrations

Put Insightly to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Create records on Insightly for new Google Ads leads

Send new Facebook Lead Ads leads to Insightly

Create new Insightly leads from Calendly invitees

Create Insightly records from new Gravity Forms submissions

Create Insightly records when new Wix rules trigger

Create Google Sheets rows for new Insightly records

Create records on Insightly for new Google Ads leads

Send new Facebook Lead Ads leads to Insightly

Create new Insightly leads from Calendly invitees

Create Insightly records from new Gravity Forms submissions

Create Insightly records when new Wix rules trigger

Create Google Sheets rows for new Insightly records

Update Insightly leads with new Leadpages form submissions

Verify new email addresses in Insightly with QuickEmailVerification

Create records in Insightly from new calls ended in JusCall

Install WordPress websites on your own server with new Insightly records

Create Insightly records from new Donately Donation

Add updated Insightly records as new/updated contacts in a Reply campaign

Update Insightly leads with new Leadpages form submissions

Verify new email addresses in Insightly with QuickEmailVerification

Create records in Insightly from new calls ended in JusCall

Install WordPress websites on your own server with new Insightly records

Create Insightly records from new Donately Donation

Add updated Insightly records as new/updated contacts in a Reply campaign

Insightly integration details

Let your AI safely access Insightly

Call actions in natural language with Zapier MCP

Work in code with the Zapier SDK

Insightly Help & Support

Common questions

.css-ojnz7r{font:500 1.125rem/1.5rem Inter,var(--zds-typography-base, Helvetica),Helvetica,arial,sans-serif;color:#695be8;margin-bottom:0;transition-property:all;transition-timing-function:ease-in-out;transition-duration:300ms;}Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Insightly Integrations

Popular Insightly Integrations

Connect Your App Accounts to Zapier