Insightly Integrations

CRM (Customer Relationship Management)

Insightly Help & Support

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Integrate Google Sheets with InsightlyIntegrate Google Sheets with Insightly

Google Sheets

Google, Spreadsheets
Integrate PandaDoc with InsightlyIntegrate PandaDoc with Insightly

PandaDoc

Documents
Integrate Facebook Lead Ads with InsightlyIntegrate Facebook Lead Ads with Insightly

Facebook Lead Ads

Ads & Conversion, Facebook
Integrate Typeform with InsightlyIntegrate Typeform with Insightly

Typeform

Forms & Surveys
Integrate Google Drive with InsightlyIntegrate Google Drive with Insightly

Google Drive

File Management & Storage, Google
Integrate Gravity Forms with InsightlyIntegrate Gravity Forms with Insightly

Gravity Forms

Forms & Surveys, WordPress
Integrate Jotform with InsightlyIntegrate Jotform with Insightly

Jotform

Forms & Surveys
Integrate Calendly with InsightlyIntegrate Calendly with Insightly

Calendly

Scheduling & Booking
Integrate Smartsheet with InsightlyIntegrate Smartsheet with Insightly

Smartsheet

Spreadsheets
Integrate Google Sheets with InsightlyIntegrate Google Sheets with Insightly

Google Sheets

Google, Spreadsheets
Integrate PandaDoc with InsightlyIntegrate PandaDoc with Insightly

PandaDoc

Documents
Integrate Facebook Lead Ads with InsightlyIntegrate Facebook Lead Ads with Insightly

Facebook Lead Ads

Ads & Conversion, Facebook
Integrate Typeform with InsightlyIntegrate Typeform with Insightly

Typeform

Forms & Surveys
Integrate Google Drive with InsightlyIntegrate Google Drive with Insightly

Google Drive

File Management & Storage, Google
Integrate Gravity Forms with InsightlyIntegrate Gravity Forms with Insightly

Gravity Forms

Forms & Surveys, WordPress
Integrate Google Sheets with InsightlyIntegrate Google Sheets with Insightly

Google Sheets

Google, Spreadsheets
Integrate PandaDoc with InsightlyIntegrate PandaDoc with Insightly

PandaDoc

Documents
Integrate Facebook Lead Ads with InsightlyIntegrate Facebook Lead Ads with Insightly

Facebook Lead Ads

Ads & Conversion, Facebook
Integrate Typeform with InsightlyIntegrate Typeform with Insightly

Typeform

Forms & Surveys
Integrate Google Drive with InsightlyIntegrate Google Drive with Insightly

Google Drive

File Management & Storage, Google
Integrate Gravity Forms with InsightlyIntegrate Gravity Forms with Insightly

Gravity Forms

Forms & Surveys, WordPress
Integrate Jotform with InsightlyIntegrate Jotform with Insightly

Jotform

Forms & Surveys
Integrate Calendly with InsightlyIntegrate Calendly with Insightly

Calendly

Scheduling & Booking
Integrate Smartsheet with InsightlyIntegrate Smartsheet with Insightly

Smartsheet

Spreadsheets

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Quickly automate Insightly integrations with Zapier's templates

  • Send new Facebook Lead Ads leads to Insightly

    Premium
    Details
    Try it
    • Facebook Lead Ads logo
    • Insightly logo
    Facebook Lead Ads + Insightly
  • Send sms via ClickSend SMS for updated records in Insightly

    Details
    Try it
    • Insightly logo
    • ClickSend SMS logo
    Insightly + ClickSend SMS
  • Create Insightly records from new Gravity Forms submissions

    Details
    Try it
    • Gravity Forms logo
    • Insightly logo
    Gravity Forms + Insightly
  • Create records on Insightly for new Google Ads leads

    Details
    Try it
    • Google Ads logo
    • Insightly logo
    Google Ads + Insightly
  • Create new records in Insightly from new contacts in Apollo

    Details
    Try it
    • Apollo logo
    • Insightly logo
    Apollo + Insightly
  • Create Insightly records when new Wix rules trigger

    Details
    Try it
    • Wix logo
    • Insightly logo
    Wix + Insightly

Send new Facebook Lead Ads leads to Insightly

Premium
Details
Try it
  • Facebook Lead Ads logo
  • Insightly logo
Facebook Lead Ads + Insightly

Send sms via ClickSend SMS for updated records in Insightly

  • Insightly logo
  • ClickSend SMS logo
Insightly + ClickSend SMS

Create Insightly records from new Gravity Forms submissions

  • Gravity Forms logo
  • Insightly logo
Gravity Forms + Insightly

Create records on Insightly for new Google Ads leads

  • Google Ads logo
  • Insightly logo
Google Ads + Insightly

Create new records in Insightly from new contacts in Apollo

  • Apollo logo
  • Insightly logo
Apollo + Insightly

Create Insightly records when new Wix rules trigger

  • Wix logo
  • Insightly logo
Wix + Insightly

Insightly integration details

If you run a business, then you know how important both CRM and project management are to your company’s success. Connect Insightly to Zapier and you have the ideal duo for automatically adding and tracking new contacts, assigning tasks to your team, creating calendar events, and so much more.

Connect Insightly to 7,000+ apps

Supported triggers and actions

What does this mean?
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About Insightly

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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