Insightly CRM

Insightly CRM

Create your customized scenario with Integromat. Automate repetitive tasks involved in using Insightly CRM and make your work easier.

Try Integromat for FREE
No credit card. You'll love it.

What is Integromat?

GmailWatch emailsGoogle SheetsAdd a rowGmailIterate attachmentsRouterFacebookCreate a postArchiveCreate an archiveDropboxUpload a fileDocuments onlyImages onlyWhen new email arrivesAdd a row to a sheetProcess attachmentsone by one ...Post images to pageZip all documentsUpload archive

Integromat will automate processes that you currently handle manually. It is not only capable of connecting apps but can also transfer and transform data. It works 24 hours a day, seven days a week and does not require your intervention. Simply set Integromat to do what you want and let it work for you. Save your time!

Insightly CRM integrations

Create Insightly contacts from new Google Forms responses

Create Insightly contacts from new Google Forms responses

Every time you have a new response to your Google Form, Integromat will automatically create a new contact in Insightly CRM.


3
Create Trello cards from new Insightly CRM opportunities

Create Trello cards from new Insightly CRM opportunities

Every time a new opportunity is added in Insightly CRM, Integromat will automatically create a new card in Trello.


2
Send Slack messages for new Insightly CRM events

Send Slack messages for new Insightly CRM events

Every time a new event is added to Insightly CRM, Integromat will automatically send a message in Slack.


1
Add new GitHub isssues to Insightly CRM as new opportunities

Add new GitHub isssues to Insightly CRM as new opportunities

Every time a new issue is created in GitHub, Integromat will automatically create a new opportunity in Insightly CRM.


0
Add new Podio organizations to Insightly CRM

Add new Podio organizations to Insightly CRM

Every time a new organization is added to Podio, Integromat will automatically create a new organization in Insightly CRM.


0
Add new Insightly CRM contacts to ActiveTrail

Add new Insightly CRM contacts to ActiveTrail

Every time a new contact is created in Insightly CRM, Integromat will automatically create a new contact in ActiveTrail.


0
Create Insightly CRM contacts from new Acuity Scheduling appointments

Create Insightly CRM contacts from new Acuity Scheduling appointments

Every time a new appointment is scheduled in Acuity Scheduling, Integromat will automatically create a new contact in Insightly CRM.


0
Create or update Yodel.io contacts from Insightly CRM

Create or update Yodel.io contacts from Insightly CRM

Every time a new contact is created in Insightly CRM, Integromat will automatically create or update a contact in Yodel.io.


0
Add new Insightly CRM leads to ClickSend

Add new Insightly CRM leads to ClickSend

Every time a new lead is created in Insightly, Integromat will automatically create a new contact in ClickSend.


0

Triggers

Insightly CRM

Watch objects

Triggers when a new object of a selected type is created.

Actions

Insightly CRM

Create object

Creates a new object of a selected type.

Insightly CRM

Retrieve object

Retrieves an object by its ID and type.

About Insightly CRM

Insightly is an easy, powerful and affordable online customer relationship & project management software.

  • Manage your leads, contacts, organizations, partners, vendors and suppliers
  • Linking (direct relationships between contacts, organizations, opportunities, and projects)
  • Create milestones, pipelines and tasks for projects
  • See the recent activity of any project, and track project performance against milestones
  • Advanced reports - create custom, tabular reports through an easy-to-use design using drag and drop
  • Powerful integration with email, G Suite, Office 365 & More
  • iOS and Android apps available

Integrate Insightly CRM with these services