Connect Insightly CRM integrations
Oversee your company's sales pipeline by connecting Insightly CRM with Make to keep customer records and deal data updated in real time. Automating your platform with our workflow automation lets you instantly score incoming leads, assign team tasks, and trigger customized email follow-ups. Register for a free account today to deploy your first automated lead-nurturing pipeline.
Insightly CRM
This app is supported and maintained by Make.
Triggers and actions
Developed, supported and maintained by community users.
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Insightly CRM
Popular Insightly CRM workflows
Connect Insightly CRM to your tech stack. Automate repetitive tasks, sync customer data, and streamline your workflows.
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.
Upload a new user into LinkedIn Matched Audiences from a new lead in Insightly CRM
This template regularly checks for new leads in Insightly CRM and uses the retrieved information to upload new users into LinkedIn Matched Audiences. For the best performance, your contacts should have these fields filled out: First name Last name Email Having the contact associated with company information will also improve match rates on LinkedIn, however it's not mandatory for this template to work. The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template by clicking the clock icon on the first module.
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.
Connect Insightly CRM with Make to Automate Your Business Workflows
Connect Insightly CRM with Make to automatically sync data across Google Forms, Trello, and LinkedIn. Eliminate manual copy-pasting to keep your marketing and sales teams aligned.
Automated lead capture
Instantly turn Google Forms responses and Acuity appointments into Insightly contacts without lifting a finger.
Smarter marketing audiences
Automatically send your Insightly leads to LinkedIn Matched Audiences to run highly targeted ad campaigns.
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Effortless sales-to-project handoffs
Automatically create Trello cards from new Insightly opportunities to keep your team moving fast.
Connected communication tools
Keep your team synchronized by automatically updating contacts in communication platforms like Yodel.io whenever changes happen in your CRM.
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FAQs
How do I get started with Make?
Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.
What is a scenario?
A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.
What is a module?
Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.
What is mapping?
Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.