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

Insightly - New Contact
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Google Sheets - Add Row

Add Row in Google Sheets on a New Contact in Insightly

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

Insightly - New Lead
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AWeber - Add a Subscriber

Add a Subscriber in AWeber on a New Lead in Insightly

Insightly - New Task
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Gmail - Send an Email

Send an Email in Gmail on a New Task in Insightly

Insightly - New Task
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Slack - Send a Direct Message

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

Insightly - New Contact
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Google Workspace - Add a User

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

Insightly - New Contact
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ServiceNow - Add a Record

Add a Record in ServiceNow on a New Contact in Insightly

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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Why Automate.io?

iPaaS products that connect multiple apps have been costly and complicated to use. Automate.io brings the same power to small businesses at economical price so you can automate away your tedious & repetitive tasks once and for all.

Rated 4.8 out of 5 on
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Easy

No coding. Easy to use drag and drop interface designed keeping non-technical users in mind.

Trusted Worldwide

Used by 30,000+ organizations from 93 countries, from small businesses to Fortune 500.

Secure & Reliable

Runs on secure HTTPS and all sensitive data is stored using powerful encryption format.

The drag-and-drop interface makes setting up bots very easy. I was able to integrate the CRM I created in Airtable with Acuity Scheduling, Square, and Google Contacts. Now I don't have to quadruple-enter new clients. Yay! Kate, Founder

Their team is always responsive whenever I have any issues and answer usually right away or within a couple of hours. Whether it’s live chat or via video call, they always try to answer all of my questions and even go in to troubleshoot for me which saves so much time and energy. I have never seen customer support this responsive and helpful! Mia, Small Business Founder

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