Insightly

Integrate Insightly

Connect Insightly CRM to many other apps without code

Create Unique Insightly CRM Integrations To Automate Resource Intensive Tasks

Save time and resources by automating your Insightly CRM tasks. Ensure your sales, marketing, events and finance teams are all on the same page with our wide range of Insightly Integrations.

Create bespoke Insightly automation workflows to streamline your business processes without any coding! Our simple drag and drop workflow builder lets you connect all of your business’ essential applications, letting you cut out unnecessary data admin today!

Case Studies Pre-made Integrations Features Request a Demo
What does Cyclr do?

Powerful automations and workflows

Connect

Integrate the apps you run to share data and trigger actions.

Workflows

Create branching workflows, blending many apps into a seamless process.

Timers

Trigger actions on dates, take the right action at the right time.

Report and Monitor

View reports and ensure your workflows run smoothly.

Case Studies

How Cyclr integrates and automates Insightly

Managing a Multi-Channel Sales Business in Insightly

Your online shop already has the functionality to collect data on customers and orders, so by passing this into your Insightly CRM you will be able to generate more accurate sales reports that represent your business as a whole.

Cyclr’s drag and drop workflow builder allows you to create these connections in minutes, letting you tailor your data requirements to the systems and processes you use.

Insightly CRM and Email Marketing Automation

With new lead, contact and sales data being fed into your Insightly CRM you need a way of segmenting and managing the information so it can be usefully utilised. Having it simply sit in your CRM won’t do you any good at all.

Using Cyclr’s workflow builder you can setup automated commands to send data into your marketing platform’s most appropriate lists and campaigns. Add new contacts or update existing based on what is in your lead title, allowing you to make multiple cycles to populate as many lists or segments you like.

Keep Track of Support Enquiries Within Insightly

Support ticket generation and management platforms can be a life saver for businesses with high volumes of requests or large support teams. They allow the team to manage everything, including customer interactions, within the application, preventing issues slipping through the gaps.

But what if you want this information added to your Insightly contacts and leads? Cyclr’s workflow builder lets you do that, without adding any extra work to your team.

Pre-built Insightly integrations

Try any of these Insightly integrations, no account required

Xero to Insightly Contact Sync

Automatically update or add new contacts to your Insightly CRM from Xero.

Adds Shopify Orders as Completed Insightly Opportunities

Once a Shopify Order is placed it is added to Insightly as a completed Opportunity. The customer's email address is then checked against Insightly contacts to see if they are already listed; if they aren't a new contact is created in Insightly.

Create Freshdesk ticket for Insightly opportunities with technical challenges

Support Service Automation! This cycle looks for Insightly opportunities that have been assigned a state with "Support" in it. Once found, it then checks Freshdesk for tickets with the Insightly Opportunity ID in the title, creating a new ticket if it is not found.

Add and Enhance Contact data in Sentori from Insightly Leads

Insightly lead data is sent to Sentori to add lead as a new list member or enhance the record with additional information.

Add New WooCommerce Orders as Completed Insightly Opportunity

The WooCommerce order number is compared to the list of Insightly opportunities. If the number doesn't appear in the list a new completed Opportunity is created.

Add website form submitted Support enquiry as Insightly task

Use your Contact Form 7 form to submit support enquiries from your website. New entries create an Insightly task for your support team member that is tied to your Insightly contact.

*Add Insightly Website Leads to Mailchimp "Website Customers" List

This looks at new Insightly leads, looking for "Website Customer" in the lead title. If it is found their email address is checked against the Mailchimp list (add in your list ID). If it is not in the Website Customer list the contact is added for future website related marketing campaigns.

Add New Contacts from Contact Form 7 Submissions into Insightly & Create New Lead

This integration workflow combines Contact Form 7 and Insightly to allow you add new leads and contacts from your website directly into your Insightly CRM.

Automatically add new Insightly contacts to SendGrid

This CRM and Marketing automation workflow syncs your Insightly and SendGrid accounts, adding to new Insightly contacts to SendGrid automatically.

Add New Insightly Contacts to MailChimp

Keep your MailChimp customer list up to date by syncing your Insightly CRM to add new contacts as they're entered.

Add New Insightly Contacts to Campaign Monitor

Keep your marketing lists up to date! Automatically check to see if your new Insightly CRM contact is in Campaign Monitor and add them if they're not.

Create Zendesk ticket for Insightly opportunities with technical challenges

This cycle looks for Insightly opportunities that have been assigned a state with "Support" in it. Once found, it then checks Zendesk for tickets with the Insightly Opportunity ID in the title, creating a new ticket if it is not found.

Add New Insightly Contacts to Sentori

New contacts added to Insightly are passed to Sentori, where they are checked against your subscriber list and added if not there already.

Full details

Explore our Insightly integration

Insightly Features

Full list of all Insightly API methods that we provide.

Contacts

Feature Description Type
Add Contact Adds a contact to Insightly. action
Delete Contact Delete a contact from Insightly. action
Get Contact Gets a contact from Insightly. get
Get Contacts by Email Gets a contact by their email address get
Get New Contacts Get new contacts from Insightly. get
Get Updated Contacts Get updated contacts from Insightly. get
List Contacts Lists contacts from Insightly. get
Update Contact Updates a contact in Insightly. action

Leads

Feature Description Type
Create Lead Creates a lead in Insightly. action
Delete Lead Delete a Lead from Insightly. action
Get Lead Gets a Lead from Insightly. get
Get Leads by Email Gets Leads by email address get
Get New Leads Get a list of new leads from Insightly. get
Get Updated Leads Get a list of updated leads from Insightly. get
List Lead Statuses Gets a list of Lead Statuses. get
List Leads Get a list of leads from Insightly. get
Update Lead Updates a lead in Insightly. action
Update Lead Status Updates the status of a lead. action

Opportunities

Feature Description Type
Add Opportunity Add an opportunity to Insightly. action
Delete Opportunity Delete an opportunity from Insightly. action
Get Opportunity Get an opportunity from Insightly. get
List Opportunities Get a list of opportunities from Insightly. get
Update Opportunity Update an opportunity in Insightly. action

Tasks

Feature Description Type
Add Task Comment Add a comment to a task. action
Create Task Creates a task in Insightly. action
Delete Task Deletes a task from Insightly. action
Get Task Gets a task from Insightly. get
Get Task Comments Get the comments attached to a task. get
Lists Tasks Lists tasks from Insightly. get
Update Task Updates a task in Insightly. action
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