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
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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
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Google Sheets - Add Row

Add Row in Google Sheets on a New Contact in Insightly

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Insightly - New Lead
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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
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AWeber - Add a Subscriber

Add a Subscriber in AWeber on a New Lead in Insightly

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Insightly - New Task
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Gmail - Send an Email

Send an Email in Gmail on a New Task in Insightly

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Insightly - New Task
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Slack - Send a Direct Message

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

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Insightly - New Contact
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Google Workspace - Add a User

Add a User in Google Workspace on a New Contact in Insightly

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Insightly - New Contact
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ServiceNow - Add a Record

Add a Record in ServiceNow on a New Contact 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
Zoho Forms
Google Forms

Forms

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Insightly Workflow

Insightly

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AWeber
Mailchimp
ConvertKit

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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