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.

Insightly

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

Filter by Zapier

Jobber is the command centre for home service businesses. Our easy-to-use app powers sales, operations, and customer service—all in one place.

Jobber

Nathan Roberts

Anytime a new record is created in Insightly, filter my data in Filter by Zapier and create client in Jobber.

Austin: Create Jobber client on Insightly Lead

“Anytime a new record is created in Insightly, filter my data in Filter by Zapier and create client in Jobber.”

Trusted at companies large and small

This Zap works in 3 steps …

Anytime a new record is created in Insightly

Filter my data in Filter by Zapier

Create client in Jobber

This Zap uses the following 3 apps

Insightly

Filter by Zapier

Jobber

More ways to use these popular apps!