Insightly Integrations

Connect Insightly with your favourite apps

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

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 a Row

    Add a 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 Task Gmail - Send an email

    Send an email in Gmail on a New Task 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 Contact Slack - Send a Direct Message

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

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  • Insightly - New Lead ServiceNow - Add a Record

    Add a Record in ServiceNow on a New Lead 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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Looking for something else?

100+ integrations possible. 

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Things You Can Do With Insightly

Triggers

  • New Contact

    Triggers when a new contact is created

  • New Lead

    Triggers when a new lead is created

  • New Task

    Triggers when a new task is created

Actions

  • Add or Update a Contact

    Create a new Contact or Update an existing Contact

  • Add a Lead

    Create a new Lead

  • Add a Note

    Create a new Note

  • Add an Opportunity

    Create a new Opportunity

  • Add an Organisation

    Create a new Organisation

  • Add a Task

    Create a new Task

  • Search a Contact

    Search for a Contact

Create Insightly Workflows

Typeform
Facebook Lead Ads
Wufoo

Forms

Insightly Workflow
Mailchimp
AWeber
HubSpot

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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