App Holder
Infusionsoft

Infusionsoft and Insightly Integration

Sync contact data and automate sales activity in Insightly.Gather leads into Infusionsoft, automate marketing and sales process. Do much more by connecting Infusionsoft and Insightly.

Get Started

Popular Integrations

  • Infusionsoft - New Contact Insightly - Add a Lead

    Add a Lead in Insightly on a New Contact in Infusionsoft

  • Infusionsoft - New Contact Insightly - Add or Update a Contact

    Add or Update a Contact in Insightly on a New Contact in Infusionsoft

  • Infusionsoft - New Contact Insightly - Add a Note

    Add a Note in Insightly on a New Contact in Infusionsoft

  • Infusionsoft - New Opportunity Insightly - Add an Opportunity

    Add an Opportunity in Insightly on a New Opportunity in Infusionsoft

  • Infusionsoft - New Tag added to Contact Insightly - Add or Update a Contact

    Add or Update a Contact in Insightly on a New Tag added to Contact in Infusionsoft

  • Infusionsoft - New Tag added to Contact Insightly - Add a Lead

    Add a Lead in Insightly on a New Tag added to Contact in Infusionsoft

  • Insightly - New Contact Infusionsoft - Send an Email

    Send an Email in Infusionsoft on a New Contact in Insightly

  • Insightly - New Task Infusionsoft - Send an Email

    Send an Email in Infusionsoft on a New Task in Insightly

Looking for something else?

Create your own Integration

Connect Infusionsoft and Insightly the way you want. Start by selecting the trigger and action events listed here.

When This Happens

TRIGGERS
  • Infusionsoft - Modified Opportunity

    Modified Opportunity

    Triggers when a Opportunity is modified
  • Infusionsoft - New Opportunity

    New Opportunity

    Triggers when a Opportunity is created
  • Infusionsoft - New Order

    New Order

    Triggers when a Order is created
  • Infusionsoft - New Invoice

    New Invoice

    Triggers when a new Invoice is created
  • Infusionsoft - Contact Modified

    Contact Modified

    Triggers when a contact is modified
  • Infusionsoft - New Note

    New Note

    Triggers when a new Note is created
  • Infusionsoft - New Company

    New Company

    Triggers when a new company is created in infusionsoft account
  • Infusionsoft - New Contact Action

    New Contact Action

    Triggers when a new Contact Action (tasks,appointments or notes) is created
  • Infusionsoft - New Contact

    New Contact

    Triggers when a new Contact is created
  • Infusionsoft - New Product

    New Product

    Triggers when a new Product is created
  • Infusionsoft - Company Modified

    Company Modified

    Triggers when a company is modified
  • Infusionsoft - New Tag added to Contact

    New Tag added to Contact

    Triggers when a new Tag is added to a Contact
  • Infusionsoft - New Task

    New Task

    Triggers when a new Task is created
  • Infusionsoft - Opportunity Stage Changed

    Opportunity Stage Changed

    Triggers when an Opportunity enters a specified stage
  • Infusionsoft - New Payment

    New Payment

    Triggers when a new Payment is created
  • Infusionsoft - New Subscription

    New Subscription

    Triggers when a new subscription is created
  • Infusionsoft - New Invoice Line Item

    New Invoice Line Item

    Triggers when there is a Invoice, for each line item. If there is an invoice with 5 line items, the Bot will run 5 times, each time with details of one line item.
  • Insightly - New Contact

    New Contact

    Triggers when a new contact is created
  • Insightly - New Lead

    New Lead

    Triggers when a new lead is created
  • Insightly - New Task

    New Task

    Triggers when a new task is created

Do this

ACTIONS
  • Insightly - Add or Update a Contact

    Add or Update a Contact

    Create a new Contact or Update an existing Contact
  • Insightly - Add a Lead

    Add a Lead

    Create a new Lead
  • Insightly - Add a Note

    Add a Note

    Create a new Note
  • Insightly - Add an Opportunity

    Add an Opportunity

    Create a new Opportunity
  • Insightly - Add an Organisation

    Add an Organisation

    Create a new Organisation
  • Insightly - Add a Task

    Add a Task

    Create a new Task
  • Insightly - Search a Contact

    Search a Contact

    Search for a Contact
  • Infusionsoft - Add Or Update Contact (New)

    Add Or Update Contact (New)

    Create a new contact or update an existing one
  • Infusionsoft - Search an Invoice

    Search an Invoice

    Searches for invoices based on Contact Id or Invoice Id
  • Infusionsoft - Send an Email

    Send an Email

    Send an Email
  • Infusionsoft - Add or Update an Opportunity

    Add or Update an Opportunity

    Creates a new Opportunity or updates an existing one
  • Infusionsoft - Search a Contact

    Search a Contact

    Search for a contact based on Email Address
  • Infusionsoft - Search a Tag

    Search a Tag

    Searches for tags based on Tag Id or Tag name
  • Infusionsoft - Search a Product

    Search a Product

    Searches for products based on product Id or name
  • Infusionsoft - Add a Company

    Add a Company

    Creates a new Company
  • Infusionsoft - Add or Update a Product

    Add or Update a Product

    Creates a new Product or updates an existing one
  • Infusionsoft - Add an Order

    Add an Order

    Creates a new Order
  • Infusionsoft - Add an Order

    Add an Order

    Creates a new Order
  • Infusionsoft - Add a Note

    Add a Note

    Creates a new Note
  • Infusionsoft - Tag a Contact

    Tag a Contact

    Tags a Contact
  • Infusionsoft - Send Email From Template

    Send Email From Template

    Send email using templates in infusionsoft

Let's Integrate

Create your custom integration by selecting the Trigger event and Action to be performed.

Run Workflows

Typeform
Facebook Lead Ads
Wufoo

Forms

Infusionsoft Workflow
Insightly Workflow
Square
PayPal
QuickBooks Online

Payments

Connect Infusionsoft and Insightly with your other apps and run workflows across them. Trigger workflows automatically when things happen in any of the apps.

Try Now

Why Automate.io?

Easy

No coding. No change in your apps. Setup and get going in 2 minutes.

Secure

Runs on secure HTTPS channel & all sensitive data is stored in an encrypted format.

Reliable

Used by 1000+ organizations globally - big and small. Live chat support available.

Automate Work. Have Fun!

Say Goodbye to those busy days

Get Started for FREE

No credit card required.