Insightly Integrations

Connect Insightly with your favourite apps

Insightly is a CRM and deal project management software that is simple and easy to use.

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Popular Insightly Integrations

Insightly - New Lead
Google Contacts - Add or Update a contact

Add or Update a contact in Google Contacts on a New Lead in Insightly

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Insightly - New Contact
Google Sheets - Add Row

Add Row in Google Sheets on a New Contact in Insightly

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Insightly - New Lead
Mailchimp - Add or Update a Subscriber

Add or Update a Subscriber in Mailchimp on a New Lead in Insightly

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Insightly - New Lead
AWeber - Add a Subscriber

Add a Subscriber in AWeber on a New Lead in Insightly

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Insightly - New Task
Gmail - Send an Email

Send an Email in Gmail on a New Task in Insightly

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Insightly - New Contact
Slack - Send a Direct Message

Send a Direct Message in Slack on a New Contact in Insightly

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Insightly - New Contact
ServiceNow - Add a Record

Add a Record in ServiceNow on a New Contact in Insightly

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Insightly - New Lead
Salesforce - Add or Update a Contact

Add or Update a Contact in Salesforce on a New Lead in Insightly

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200+ integrations possible. 

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Things You Can Do With Insightly

Triggers

  • - New Contact

    New Contact

    Triggers when a new contact is created
  • - New Lead

    New Lead

    Triggers when a new lead is created
  • - New Task

    New Task

    Triggers when a new task is created

Actions

  • - Add or Update a Contact

    Add or Update a Contact

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

    Add a Lead

    Create a new Lead
  • - Add an Opportunity

    Add an Opportunity

    Create a new Opportunity
  • - Add an Organisation

    Add an Organisation

    Create a new Organisation
  • - Add a Task

    Add a Task

    Create a new Task
  • - Update an Opportunity

    Update an Opportunity

    Updates an existing Opportunity
  • - Search a Contact

    Search a Contact

    Search for a Contact
  • - Search an Opportunity

    Search an Opportunity

    Search for an Opportunity by ID or Name

Create Insightly Workflows

Typeform
Google Forms
Zoho Forms

Forms

Insightly Workflow

Insightly

Mailchimp
AWeber
GetResponse

Marketing

Run workflows spanning across your Forms, Insightly and Marketing apps. Trigger workflows automatically when things happen in any of the apps.

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