Use Zoho Flow to integrate Insightly with 800+ apps without writing code. Automate any tasks that keep you away from what you do best.
CONNECT
Connect Insightly with your apps and move data seamlessly
AUTOMATE
Automate redundant manual tasks and save your precious time and effort
ORCHESTRATE
Orchestrate your business process by integrating the apps you use efficiently
Explore prebuilt Insightly integration flows to get started
Create contacts in Insightly for new email replies in Autoklose
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Add new FreshBooks clients to Insightly as new contacts
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Add new Insightly contacts as customers in Wave
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Add new Insightly leads to ActiveCampaign
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Add Insightly contacts to Constant Contact
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Send Zoho Cliq messages for new Insightly tasks
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Send new Insightly contacts to Zoho Invoice
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Create Insightly contacts from new Typeform entries
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Popular integrations
Autoklose
Autoklose is a sales email automation platform with built-in B2B sales contact databases. It lets you reach out to your leads while creating and managing your contacts, campaigns, and teams. Category : Sales Automation, Marketing AutomationFreshBooks
FreshBooks is accounting software for tracking time, expenses, and tasks. You can customize invoices, generate insightful reports, manage clients, and set up online payment processing in a few steps. Category : Proposals & Invoices, Popular, Accounting, Time TrackingWave
Wave is a financial software tool that provides solutions like accounting, invoicing, receipts, etc. Category : Proposals & Invoices, AccountingActiveCampaign
ActiveCampaign is a marketing platform that helps you send campaigns, design newsletters, automate channels, and close deals faster. You can segment emails, add dynamic data, perform split testing, and manage your text-messaging marketing. Category : Sales Automation, Drip Emails, Popular, Marketing AutomationConstant Contact
Constant Contact is an email marketing software that lets you manage events, create surveys, and even add mobile-responsive coupons. You can track every click, activate autoresponders, manage contacts, and make use of the professional email templates or create your own. Category : Email Marketing, Marketing AutomationZoho Cliq
Zoho Cliq is business communication software for team chat and collaboration. You can share files, create events, and make unlimited audio and video calls with absolute privacy. Category : Zoho, Popular, Team Collaboration, Team ChatZoho Invoice
Zoho Invoice is online invoicing software that helps you craft invoices, automatically send payment reminders and get paid faster online. You can send estimates, track them, turn them into invoices, and get a detailed report of sales, tax, and expenses. Category : Zoho, Proposals & Invoices, PopularTypeform
Typeform is a web-based platform for building forms for collecting and sharing information. You can create forms in different languages, add calculators for pricing, hide specific fields, and even integrate your forms into other applications easily. Category : Forms, Popular
Excel
Excel is spreadsheet software that lets you create sheets from templates, collaborate on projects, and view trends with charts or graphs. Category : Spreadsheet, Popular, Microsoft
FireText
FireText is an SMS marketing tool. You can manage contacts in groups, track SMS messages, and convert SMS messages to emails. Category : Phone / SMS
Google Calendar
Google Calendar lets you schedule meetings and events and get reminders about upcoming activities. You can schedule events, invite guests, and customize your calendar to suit your needs. Category : Calendar, Popular, Google, Bookings/ Scheduling
Google Sheets
Google Sheets lets you create and edit spreadsheets online. You can collaborate with others, define formulas, and create graphs and charts easily. Category : Spreadsheet, Popular, Google
Google Tasks
Google Tasks is a task list manager that helps keep track of your daily to-do list and deadlines. You can create tasks, organize them into lists, and add notes and due dates. Category : To Do Lists, Popular, Google
GoToWebinar
GoToWebinar is an online conference and webinar tool. You can plan webinars, track channels that promoted signups, and record webinars to share online. Category : Webinars
JotForm
JotForm is online form-building software that supports customization and collaboration. You can change styles, enable auto-fill, add metadata, and show or hide fields based on a user's response. Category : Forms, Popular
Kissflow
Kissflow is a workflow management tool that automates your business process workflows. You can install apps, define permissions for your tasks, and monitor progress of your workflows. Category : Product Management, Popular
LiquidPlanner
LiquidPlanner is project management software for teams. Manage time and resources flexibly, set dependencies, and ensure punctual delivery with deadline alerts. Category : Project Management
Mailchimp
Mailchimp is a marketing automation tool that lets you find and really connect with your audience. You can personalize emails, find prospective customers on social media, and analyze your performance using dashboard insights. Category : Drip Emails, Popular, Marketing Automation, Social Media Marketing
Monday
Monday (previously Dapulse) is a project management tool that lets you manage everything from a single board. It also enables organizations to build custom workflow apps in a code-free environment. Category : Project Management, Popular
PipelineDeals
PipelineDeals is sales CRM software. You can track deals, assign permissions for team members, and forecast sales with detailed reports. Category : CRM
QuickBooks
Quickbooks is an accounting software package that lets you manage expenses, create invoices, and track inventory. Category : Proposals & Invoices, Popular, Accounting, Inventory Management
Salesforce
Salesforce is CRM software that lets you manage sales, deliver personalized messages, and predict outcomes with AI-powered analytics. Category : Popular, CRM
Shopify
Shopify is an ecommerce platform that lets you build and manage your online store. You can integrate with the payment gateway of your choice, enjoy unlimited bandwidth, and gain insight into your store's performance with accurate reports. Category : E Commerce, Popular, Inventory Management
Twilio
Twilio is a platform that lets developers receive and send SMS and voice calls. With message queueing, global numbers, and smart encoding, you can easily set up your communication system. Category : Phone / SMS, Popular
Twitter
Twitter is a social media platform that lets you tweet, retweet, follow people or pages, and search for people and tweets. It lets you use hashtags to categorize and filter, reply to someone's tweet, and more. Category : Premium, Social Media Marketing
Wufoo
Wufoo is a form builder that lets you customize themes and analyze real-time results. You can use device-responsive templates, accept payments, and collect responses from websites. Category : Forms
Zoho CRM
Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads. Category : Zoho, Sales Automation, Popular, CRM
Outlook
Outlook is email software that lets you manage contacts, set reminders, and share calendars with coworkers. Category : Popular, Microsoft, Email
Office 365
Office 365 is a suite of cloud apps by Microsoft. You can manage all your services from one place, collaborate with colleagues, and access data across devices. Category : Calendar, Microsoft, Bookings/ Scheduling, Email
WordPress.com
WordPress.com is a content management system with themes and design customizations. Powerful editing and analytics help you create better content for your audiences. Category : CMS, Websites
Gmail for G Suite
Gmail for G Suite is a web-based email service which is part of G Suite bundle (paid). It provides custom email address and mailing groups with your domain, 30GB + cloud storage and more. Category : Popular, Google, Email
Insightly supports following triggers and actions
All Triggers - A trigger kickstarts the flow
New Contact
Triggers when a new contact is created
New Opportunity
Triggers when a new opportunity is created
New Project
Triggers when a new project is created
New Organization
Triggers when a new organization is created
New Lead
Triggers when a new lead is created
New Task
Triggers when a new task is created
All Actions - Action are the automated tasks
Create Task
Creates a new task
Create Contact
Creates a new contact
Create Lead
Creates a new lead
Create Project
Creates a new project
Create Opportunity
Creates a new opportunity
Create Organization
Creates a new organization
Create Event
Creates a new event
What is Insightly?
Insightly is a CRM and project management software. You can access everything about a lead from a single page, automate customer communication, and monitor your milestones, tasks, and even resources.
Categories : Project Management, Popular, CRM
What is Zoho Flow?
Zoho Flow is an integration platform that helps you connect your apps without any code. Automate complex business workflows within minutes. Set a trigger, add actions, use Delays and Decisions to create your entire workflow on an easy to use builder.
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Testimonial
“We use Zoho Flow to connect Zoho Subscriptions with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Subscriptions and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!”
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