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    Insightly CRM

    Insightly CRM integrations

    Connecting Insightly CRM on Make
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    Connect Insightly CRM with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Insightly CRM to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.

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    See Documentation ->
    Categories
    CRM
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    See Documentation ->

    Build your Insightly CRM integrations.

    Create custom Insightly CRM workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

    All Modules (3)
    Insightly CRM
    Create object

    Creates a new object of a selected type.

    Action
    Insightly CRM
    Retrieve object

    Retrieves an object by its ID and type.

    Action
    Insightly CRM
    Watch objects

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

    Trigger

    Connect any app with Insightly CRM

    Popular Insightly CRM workflows.

    Looking to get more out of Insightly CRM? With Make you can visually integrate Insightly CRM into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.

    Insightly CRM
    Slack
    Send Slack messages for new Insightly CRM events

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

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    Insightly CRM
    Trello
    Create Trello cards from new Insightly CRM opportunities

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

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    Google Forms
    Insightly CRM
    Create Insightly contacts from new Google Forms responses

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

    Try It ➔
    Insightly CRM
    ClickSend SMS
    Add new Insightly CRM leads to ClickSend

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

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    Github
    Insightly CRM
    Add new GitHub isssues to Insightly CRM as new opportunities

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

    Try It ➔
    Acuity Scheduling
    Insightly CRM
    Create Insightly CRM contacts from new Acuity Scheduling appointments

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

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    Insightly CRM
    Podio
    Add new Podio organizations to Insightly CRM

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

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    ActiveTrail
    Insightly CRM
    Add new Insightly CRM contacts to ActiveTrail

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

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    Insightly CRM
    Constant Contact
    Add Insightly CRM leads to Constant Contact

    Use this template to automatically create a Constant Contact contact when an Insightly CRM lead is created.

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