How do I set up the Insightly and Pipedrive integration?

Setting up is simple: Create a new scenario in Latenode, add Insightly as your trigger, add Pipedrive as your action, authenticate both apps, configure your workflow and deploy.

Is the Insightly + Pipedrive integration free?

Latenode offers a generous free tier that includes the Insightly and Pipedrive integration. You can start building workflows at no cost with no credit card required.

Insightly and Pipedrive integration

Automate Insightly + Pipedrive workflows

Connect Insightly and Pipedrive to build powerful automations — sync data, route events, and orchestrate workflows — without code.

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Capabilities

Triggers & Actions

Every event and operation available when connecting Insightly and Pipedrive — from both apps.

Trigger

Deleted Record

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Trigger

New Record

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Trigger

Updated Field on Record

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Trigger

Updated Record

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Trigger

Custom Event (Instant)

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Trigger

Deal Updated (Instant)

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Setup

Connect both apps in 3 steps

No developer needed. From credentials to live workflow in under 10 minutes.

Connect Insightly

Authenticate Insightly in Latenode's Credentials panel. You'll need access to your Insightly account and permissions to create connections.

Connect Pipedrive

Add Pipedrive credentials (OAuth or API key, depending on the app). Latenode stores credentials securely and never saves your passwords.

Build and go live

Pick a trigger and an action, test with real data, then toggle your workflow to Live — done.

Build your Insightly + Pipedrive automation

Choose a trigger and an action to build your workflow.

When this happens in Insightly...

...do this in Pipedrive

Or the other way around

When this happens in Pipedrive...

...do this in Insightly

Describe your automation — press Build to open it in the editor.

FAQ

Common questions

Can't find what you need? Contact support →

Yes! Latenode provides a native integration between Insightly and Pipedrive. You can connect them in minutes using our visual workflow builder — no coding required.

Use cases

Explore each app

Start from either hub, then mix triggers and actions with the rest of your stack.

About Insightly

Official website

Insightly is a powerful CRM and project management platform designed to help businesses manage their customer relationships and streamline project workflows. With features such as lead and contact management, project tracking, task assignments, and automation capabilities, Insightly enables teams to collaborate effectively while gaining actionable insights to drive growth. The integration also offers customizable dashboards and reporting tools, allowing users to visualize their data and make informed decisions.

CRM

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Popular Insightly pairs

Insightly + Twitch Insightly + QuickBooks Insightly + Google docs Insightly + Zoom Insightly + HubSpot Insightly + Github Insightly + AI Agent Insightly + Salesforce Insightly + Calendly Insightly + YouTube Insightly + Google drive Insightly + Jira Insightly + Spotify Insightly + Gmail

About Pipedrive

Official website

Pipedrive is a sales management tool designed to help businesses streamline their sales processes and enhance team productivity. It offers a customizable pipeline, detailed reporting, and robust tracking features that allow users to manage leads and sales activities efficiently. With Pipedrive, sales teams can automate repetitive tasks, monitor performance with real-time insights, and collaborate seamlessly to close deals faster. The platform is intuitive and easy to use, making it an ideal choice for sales professionals looking to maximize their effectiveness.

CRM

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