Insightly Integrations

About Insightly

Marketing, Sales, and Project Management—together at last on a single platform.

Insightly Features

  • Marketing - Create engaging customer journeys and grow pipeline
  • Sales - Centralize your customer data and close more deals
  • Projects - Convert deals to projects and deliver on time every time
  • Integrations - Stay connected to the apps you already use
Send SendGrid email for new Insightly lead
Send Twilio SMS for new Insighly leads
Create Insightly contacts for new Freshdesk contacts
Create BILLIVING clients for new Insightly contacts

Insightly Triggers

  • New Contact

    Triggers when a new contact is created.

  • New Lead

    Triggers when a new lead is created.

  • New Event

    Triggers when a new event is created.

  • New Milestone

    Triggers when a new milestone is created.

  • New Opportunity

    Triggers when a new opportunity is created.

  • New Product

    Triggers when a new product is created.

  • New Project

    Triggers when a new project is created.

  • New Quotation

    Triggers when a new quotation is created.

  • New Task

    Triggers when a new task is created.

Insightly Actions

  • Create Contact

    Creates a new contact.

Embed Recipes