Best integrations for Insightly 2025
These integrations extend Insightlyβs capabilities and automate key workflows for your business.
Gmail
Automatically log emails to Insightly. Create new contacts or update existing records from Gmail. You can also track email opens and clicks. Gain a clear view of customer interactions. Use data to improve sales and marketing efforts.
Google Calendar
Keep your schedule synced between Insightly and Google Calendar. Schedule meetings directly within Insightly. Events and tasks automatically appear in your calendar. Avoid double-booking and stay on top of appointments. Never miss important meetings with clients or prospects.
Mailchimp
Sync contact data between Insightly and Mailchimp. Segment your email lists based on Insightly data. Send targeted campaigns to specific customer groups. Track campaign performance and update records. Use this data to improve your email marketing results.
QuickBooks Online
Connect Insightly to QuickBooks Online for automated invoicing. Create invoices from Insightly opportunities. Track invoice payments and update customer records. Keep your sales and accounting data in sync. Automate repetitive tasks for accounting and sales.
Slack
Receive real-time notifications from Insightly in Slack. Get alerts for new leads, opportunities, or tasks. Share updates with your team instantly. Respond quickly to customer inquiries. Keep everyone informed about important events. Improve communication and collaboration.
Microsoft Teams
Get Insightly notifications directly within Microsoft Teams channels. Discuss opportunities and projects with your team. Share important updates and documents easily. Improve team collaboration and communication. Stay on top of important deadlines and tasks.
Jira
Create Jira issues from Insightly to track bug fixes. Link customer feedback to development tasks. Keep your support and development teams aligned. Automatically update Insightly records based on Jira status. Resolve issues quickly and improve satisfaction.
Google Drive
Store and share documents related to Insightly records. Link Google Drive folders to specific projects. Give your team access to relevant files. Keep all your information in one place. Ensure data security and compliance. Manage project documents effectively.
Airtable
Sync data between Insightly and Airtable for flexible data management. Use Airtable for custom reporting and dashboards. Expand Insightly data with additional information. Visualize your data in new ways. Build custom solutions to meet specific needs.
Twilio
Send SMS messages from Insightly to engage with customers. Automate appointment reminders or follow-ups. Track SMS conversations within Insightly records. Improve customer communication and engagement. Use SMS to drive sales and improve support.