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Insightly CRM & Zapier Integration

Integrations > Zapier

Zapier is an online automation tool that connects various web applications, enabling them to work together without manual intervention. It facilitates the creation of automated workflows, known as “Zaps,” which trigger actions in one app based on events in another. Zapier simplifies data transfer and task automation across different platforms.

Why integrate Insightly and Zapier with AppConnect?

Automate tasks, streamline workflows, and connect Insightly CRM to numerous other apps. A Zapier integration automates repetitive processes, such as creating and tracking new contacts, assigning tasks and workflows, and more.

Use Cases: Integrating Insightly and Zapier with AppConnect

  • Capture valuable sales leads from your website A Zapier integration automates the process of collecting form submissions and transforms them into contacts within Insightly. This ensures that every lead is promptly and accurately recorded, enabling your sales team to follow up quickly and effectively.
  • Build lists for email marketing campaigns Once a new contact is added to Insightly, utilizing the Zapier integration can add them directly to specific email lists. Automating the process keeps your email marketing lists up-to-date and reduces manual input errors.
  • Assign tasks with details included Assign tasks to specific Insightly users using the Zapier CRM integration. Whether a task is newly created or when updates are made within your project management tool, task details are preserved and can be seen within the user notification.

Connect to 1000+ apps directly from Insightly

Insightly AppConnect is an integration automation application that makes it easy to build sophisticated integrations and workflows between Insightly and hundreds of applications you use across your entire organization.

Insightly AppConnect comes out of the box with hundreds of pre-built app connectors to all the apps you use every day in your organization. Use AppConnect to create workflows across IT, Marketing, HR, Finance, and Sales and Support. New connectors are added every month.

Build your own integrations with a powerful workflow builder

AppConnect is a very easy to use integration design tool that empowers anyone on your team to build out sophisticated integrations and workflows of any complexity level quickly without having to write any code. Connect to hundreds of apps you already use, map fields, transform and manipulate data, perform calculations, then deploy, schedule and trigger integrations in seconds without servers or IT involvement.

Experience the Insightly platform for yourself