Insightly CRM

Insightly CRM

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

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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

Add new Insightly CRM contacts to Google Contacts

Add new Insightly CRM contacts to Google Contacts

Every time a new contact is added to Insightly CRM, Integromat will automatically create a new contact in Google Contacts.


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Add new Insightly tasks to Todoist as new tasks

Add new Insightly tasks to Todoist as new tasks

Every time a new task is created in Insightly CRM, Integromat will automatically add that task to Todoist.


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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.


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Add new Google Contacts to Insightly CRM

Add new Google Contacts to Insightly CRM

Every time a new contact is added to Google Contacts, Integromat will automatically add that contact to Insightly CRM.


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Add new Insightly CRM events to a Google Calendar

Add new Insightly CRM events to a Google Calendar

Every time a new event is added to Insightly CRM, Integromat will automatically create a new event in a selected Google calendar.


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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.


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Add new Office 365 Calendar events to Insightly CRM as events

Add new Office 365 Calendar events to Insightly CRM as events

Every time a new event is created in Office 365 Calendar, Integromat will automatically add that event to Insightly CRM.


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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.


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Add new MailChimp subscribers to Insightly CRM as new leads

Add new MailChimp subscribers to Insightly CRM as new leads

Every time a new subscriber is added to MailChimp, Integromat will automatically create a new lead in Insightly CRM.


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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