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Insightly CRM Integrations

Connect Insightly CRM with more than 2,000+ apps. Just select the app and you're good to go. No installation required!

Insightly CRM

Insightly is a project management platform targeted at growing mid-sized businesses to track relationships, manage their contacts, organize projects, and more. That helps to securely build customer relationships, manage all their customer data, deliver projects, and accelerate sales on time every time.

✨ Connect Insightly CRM with?

Google Sheets

Zoom

Gmail

Chat API

Google My Business

Telegram Bot

Google Drive

Slack (Legacy)

No Credit Card Required

Automate anything with Insightly CRM Integrations!

When this happens

Triggers

Do this

Actions

Let's Connect

🚀 Let's Connect

When this happens

TRIGGERS

New Contact

Triggers when a new contact is added

New Lead

Triggers when a new lead is created

New Opportunity

Triggers when a new opportunity is created

New Organization

Triggers when a new organization is created

New Project

Triggers when a new project is created

New Task

Triggers when a new task is created

Updated Contact

Triggers when a contact is updated

Opportunity Created or Updated

Triggers when a opportunity is created or existing opportunity is updated.

Project Created or Updated

Triggers when a project is created or existing project is updated.

Lead Created or Updated

Triggers when a lead is created or existing lead is updated.

Do this

Actions

Add a Contact

Adds a new contact to your account.

Add a Lead

Adds a new lead.

Create a Project

Creates a new project and assign it to the responsible user.

Add an Opportunity

Adds a new opportunity and assign it to the responsible user.

Add an Organisation

Adds a new organization.

Add a Task

Adds a new task and assign it to the user.

Search Contact By Email Id

Search a contact by email id.

Update a Contact

Updates an existing contact to your account.

Update an Opportunity

Updates a existing opportunity and assign it to the responsible user.

Update a Project

Creates a new project and assign it to the responsible user.

🚀 Let's Connect

Create your custom integration by selecting the Trigger event and Action to be performed.

1,500+ Integrations Available
Unlimited Premium Apps
Unlimited Free Internal Tasks
Unlimited Multi-Step Workflows
Unlimited Path Routers
Trusted by 14,099+ Businesses

One Click & Ready-to-Use Insightly CRM Integrations

When New Contact in Insightly CRM, New Row in Google Sheets
Insightly CRM + Google Sheets Integrations

When New Lead in Facebook Lead Ads, Add a Contact in Insightly CRM
Facebook Lead Ads + Insightly CRM Integrations

When New Lead in Insightly CRM, Create an Order in WooCommerce
Insightly CRM + WooCommerce Integrations

When New Response in Spreadsheet in Google Forms, Add a Lead in Insightly CRM
Google Forms + Insightly CRM Integrations

When New Opportunity in Insightly CRM, Add Meeting Registrant in Zoom
Insightly CRM + Zoom Integrations

When New Form Submission in Elementor, Create a Project in Insightly CRM
Elementor + Insightly CRM Integrations

When New Organization in Insightly CRM, Send Template Message in WhatsApp by 360Dialog
Insightly CRM + WhatsApp by 360Dialog Integrations

When Order Paid in Razorpay, Add an Opportunity in Insightly CRM
Razorpay + Insightly CRM Integrations

When New Project in Insightly CRM, Create or Update Contact in ActiveCampaign
Insightly CRM + ActiveCampaign Integrations

When New Lead in Facebook Lead Ads, Add an Organisation in Insightly CRM
Facebook Lead Ads + Insightly CRM Integrations

Create Insightly CRM Workflows

With Pabbly Connect, you can easily connect and integrate Insightly CRM with different applications associated with CRM, Sales, Marketing, Productivity, or any apps.

CRM

Insightly CRM

Project Management

What is Pabbly Connect?

Pabbly Connect is an integration application that connects multiple applications together so that you can send data from one application to another application. Just 3 simple steps and you're good to go ahead with Insightly CRM integrations!

Step 1

Start building automation workflow by setting up triggers and actions.

Step 2

Select the apps you would like to integrate into the workflow.

Step 3

Enable your workflow and start saving countless hours of manual work.

Step 1

Start building automation workflow by setting up triggers and actions.

Step 2

Select the apps you would like to integrate into the workflow.

Step 3

Enable your workflow and start saving countless hours of manual work.

Trusted by 14,099+ Businesses

Supports 2,000+ Integrations

9,396+ Video
Tutorials

Trusted by 14,099+ Businesses

30-Days Money Back Guarantee

3,284+
Video
Tutorials

“ I moved from Zapier to Pabbly. We’re using ~1.6M tasks per month on Pabbly, and only 150k tasks are billable per month. I highly recommend Pabbly x2 !!!! "

Juan Colicchio,
LGG Media

How to automate Insightly CRM Integrations?

We know you want to automate your tasks and that's why are offering a step-by-step guide in integrating multiple applications.

Connect Insightly CRM with 2,000+ Applications

Pabbly Connect supports all the popular apps for CRM, Marketing, E-Commerce, Helpdesk, Payments, Web forms, Collaboration and much more...

Same Automation Workflows, Fewer Tasks Used

Unlike others, Pabbly Connect does not charge for trigger and internal steps. Do up to 3X more workflow executions with Insightly CRM compared to other platforms.

Pabbly is Enterprise Ready!

To ensure seamless operations, security, privacy and compliance needs to be coherent. Pabbly is SOC2 Type 2 and ISO 27001:2022 certified. We ensure that the customers data is protected without any lapses in the security. You're safe with us.

🔒

We take pride in our SOC2 Type 2 Compliance, showcasing our dedication to rigorous audits, stringent controls, and comprehensive risk management. Your trust is our top priority, and our compliance with SOC2 standards means you can rest assured that your data is managed with the highest integrity and confidentiality.

🛡️

At Pabbly Connect, we don't just promise security; we prove it. Our steadfast commitment is backed by the prestigious ISO 27001:2022 Certification, a testament to our world-class data protection standards. This globally recognized framework is our blueprint for securing your information, ensuring continuous improvement in our security measures.

Customers Who Are Trusting Us!

Non incentivized reviews from real users.

Frequently Asked Questions!

Get answers to most commonly asked questions.

What is Pabbly Connect?

Pabbly Connect is an integration application that connects multiple applications together, so that you can send data from one of your applications to another and sync your data across multiple applications. Know more here

What are tasks?

Any action performed within your workflow is considered a task. Triggers are not included in the task count. Only action steps are included. Internal tasks of Pabbly Connect, such as Filter, Router, and Formatter, are not counted as tasks.

For example, sending one lead from Facebook Lead Ad to MailChimp counts as one task. If you have a multi-step automation workflow, the task count will depend on the number of action steps. For example, sending one lead from Facebook Lead Ad to MailChimp and then to Google Sheets would count as two tasks. Learn more.

What are Operations?

Every check made to an external application to see if there is any new data in a day is counted as an operation. So, if a check is made every 5 minutes, that is 288 operations in a day, whether or not there is any new data. However, Pabbly Connect does not charge for operations. That’s why we say we provide unlimited operations.

For example, if you have a workflow that constantly checks a Google My Business page for new reviews and sends replies, each check of the page to see if there are any new reviews counts as an operation. So, whether or not you send a reply, you will always use 288 operations in a day.

What are workflows?

A workflow consists of a trigger and one or more action steps involving the applications you want to integrate. A workflow can have a single trigger and one or more actions. When you turn on your workflow, the action steps will run every time the trigger event occurs.

Will my data sync automatically?

Yes, all data will be synced automatically once you set up your triggers and actions correctly. Automation software works on the principle of “set it and forget it,” running automatically around the clock for you.

Do you have filters and path routers?

Yes, Pabbly Connect includes filters and path routers for advanced automation. You can specify filters based on values coming in through triggers and webhooks.

For example, with filters and path routers, you can specify that you want to send a customer who made a purchase of more than $1000 to the MailChimp premium list and a purchase of less than $1000 to the MailChimp normal users list.

Does internal apps counts as task?

No, not at all. Unlike others, we don’t count tasks for internal apps like filters, routers, text formatters, number formatters, schedules, iterators, date/time formatters, email parsers, data forwarders, and data formatters.

Does it support multi-step integrations?

Yes, Pabbly Connect supports multi-step integrations. For example, when a new payment happens in Stripe or WooCommerce, you can send the customer details to MailChimp, add the customer email to a CRM for follow-up, and receive an SMS on your phone once everything is done.

Is Pabbly Connect ISO 27001:2022 certified?

Yes, Pabbly Connect is proud to be ISO 27001:2022 certified. This certification demonstrates our commitment to maintaining the highest standards of information security. ISO 27001:2022 is a globally recognized standard that provides a framework for establishing, implementing, maintaining, and continually improving an Information Security Management System (ISMS).

How does the pricing work?

The pricing plans are based on the number of tasks allotted to an account. We have plans that offer a range of task allotments, from 12,000 to 9 million tasks per month. It’s worth noting that we are the only provider who doesn’t count tasks for triggers and internal applications

Can I get custom plan?

Yes, we can provide you with custom plans if you need more than 7 million tasks per month. Please contact us at [email protected] for more information.

Will I have access to all future upgrades and integrations?

Yes, you will be eligible for all future integrations and updates at no extra cost.

Do you have discounts for NGOs?

Yes. You can drop an email at [email protected] for more information on it.

Can I cancel my subscription anytime?

Yes, you can cancel your subscription at any time. Just send an email to [email protected] with your request and we will take care of it for you.

Do you have an affiliate program?

Yes, you can signup here to become an affiliate and start promoting us – https://www.pabbly.com/affiliates/

Where to ask questions & Do you have product roadmap?

You can always post your questions in our community forum where you can quickly get replies to all of your questions.

Yes, we do have a roadmap that allows you to see what we are working on. Click here to view roadmap..

Do you have monthly plans available?

Yes, we do. Keep in mind that annual subscriptions are 25% less than monthly ones along with additional bonuses and features so if you really want to get more, we highly recommend choosing the annual subscription instead!

Tier 1: 12,000 Tasks every month

Tier 2: 24,000 Tasks every month

Tier 3: 50,000 Tasks every month

Tier 4: 100,000 Tasks every month

Tier 5: 200,000 Tasks every month

Tier 6: 400,000 Tasks every month

Tier 7: 800,000 Tasks every month

Tier 8: 1,600,000 Tasks every month

Tier 9: 3,200,000 Tasks every month

Is Pabbly Connect SOC2 compliant?

Yes, Pabbly Connect is compliant with SOC2 Type 2 standards. This compliance signifies that our system’s design meets the trust principles set out by the American Institute of CPAs (AICPA) regarding security, availability, and confidentiality. SOC2 Type 2 compliance is particularly relevant for technology and cloud-based organizations like Pabbly, as it assures our customers that we have implemented rigorous controls to protect their data against unauthorized access and threats.

We Are Proud of Our Amazing Team

Originally, we were a small team of just 50 people. Over time, our team expanded and now includes more than 100 amazing members, all working together at Pabbly.

Get Benefits of Multiple Applications at The Price of One!

Create, manage and promote your entire business with a single Pabbly account with access to powerful tool applications like form builder, email marketing, subscription billing & much more.

Grab 5% Discount on Ultimate Plan "Use Code - 5OFF"

$19/MONTH $249 for lifetime access!

⭐ Save up to $1299 Today Only! ⭐

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👉 [LIMITED TIME] Use Pabbly Connect for One Time Price. No Recurring Fees Forever.

👉 [LIMITED TIME OFFER] Use Pabbly Connect for One Time Price. No Recurring Fees Forever.

👉 DON’T MISS OUT - Use Pabbly Connect for One Time Price. No Recurring Fees Forever.

👉 DON’T MISS OUT - Use Pabbly Connect for One Time Price. No Recurring Fees Forever.

👉 DON’T MISS OUT - Use Pabbly Connect for One Time Price. No Recurring Fees Forever.

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No Credit Card Required.

👉 DON’T MISS OUT - Use Pabbly Connect for One Time Price. No Recurring Fees Forever.

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No Credit Card Required.

Sign Up Free

No Credit Card Required.

👉 [LIMITED TIME] Pabbly Connect Lifetime Deal for a One Time Price. No Recurring Fees Forever.

$194/year $249 FOR LIFETIME ACCESS.

⭐ Limited Time Offer | No Recurring Fees | Pay Once Only ⭐

Act now to take advantage of this limited-time opportunity that won't be available in the future.

👉 [LIMITED TIME] Use Pabbly Connect for One Time Price. No Recurring Fees Forever.

Insightly CRM Integrations

Insightly CRM

Google My Business

Telegram Bot

Google Drive

Slack (Legacy)

Automate anything with Insightly CRM Integrations!

When this happens

Do this

Let's Connect

🚀 Let's Connect

When this happens

TRIGGERS

Do this

Actions

🚀 Let's Connect

Create Insightly CRM Workflows

Insightly CRM

What is Pabbly Connect?

Trusted by 14,099+ Businesses

Supports 2,000+ Integrations

9,396+ VideoTutorials

Trusted by 14,099+ Businesses

30-Days Money Back Guarantee

3,284+ Video Tutorials

How to automate Insightly CRM Integrations?

Connect Insightly CRM with 2,000+ Applications

Same Automation Workflows, Fewer Tasks Used

Pabbly is Enterprise Ready!

🔒

🛡️

Customers Who Are Trusting Us!

Non incentivized reviews from real users.

Frequently Asked Questions!

We Are Proud of Our Amazing Team

Originally, we were a small team of just 50 people. Over time, our team expanded and now includes more than 100 amazing members, all working together at Pabbly.

Get Benefits of Multiple Applications at The Price of One!

Products

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Company Details

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Follow Us

Products

Resources

Company Details

Get In Touch

Follow Us

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Partners

Products

Developer

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Developer

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