Insightly Integrations

Access to paid version right from Latenode account

Same price

Sync Insightly CRM with other apps inside Latenode to automate sales processes. Update records, trigger follow-ups, or create tasks based on new leads or deals. Latenode offers flexible logic, custom JavaScript, and direct data transfer between Insightly and other services, improving your sales workflow without code.

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Transform your workflow with the seamless integration of Insightly and Latenode, where endless possibilities await your business management. Effortlessly connect your customer relationship data with other applications, allowing for real-time updates and streamlined processes that boost productivity. Embrace the power of no-code solutions to simplify your tasks and focus on what really matters: growing your business.

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Insightly

Connect Insightly with any app

We are constantly expanding our platform by adding new app integrations (check our updates timeline).

If you need an app integration that is not available, you can request it in three ways below:

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Zoho Books

We're working on a page about this integration, but you can try it on Latenode right now โ€” just Sign up and Start for Free!

Microsoft Outlook

We're working on a page about this integration, but you can try it on Latenode right now โ€” just Sign up and Start for Free!

Formaloo

We're working on a page about this integration, but you can try it on Latenode right now โ€” just Sign up and Start for Free!

Twist

We're working on a page about this integration, but you can try it on Latenode right now โ€” just Sign up and Start for Free!

Teamleader

We're working on a page about this integration, but you can try it on Latenode right now โ€” just Sign up and Start for Free!

Missive

We're working on a page about this integration, but you can try it on Latenode right now โ€” just Sign up and Start for Free!

Simplesat

We're working on a page about this integration, but you can try it on Latenode right now โ€” just Sign up and Start for Free!

CloudConvert

We're working on a page about this integration, but you can try it on Latenode right now โ€” just Sign up and Start for Free!

Zoho Creator

We're working on a page about this integration, but you can try it on Latenode right now โ€” just Sign up and Start for Free!

Zoho Mail

We're working on a page about this integration, but you can try it on Latenode right now โ€” just Sign up and Start for Free!

YouCanBookMe

We're working on a page about this integration, but you can try it on Latenode right now โ€” just Sign up and Start for Free!

Telegram

We're working on a page about this integration, but you can try it on Latenode right now โ€” just Sign up and Start for Free!

Lessonspace

We're working on a page about this integration, but you can try it on Latenode right now โ€” just Sign up and Start for Free!

Blue

We're working on a page about this integration, but you can try it on Latenode right now โ€” just Sign up and Start for Free!

ClickMeeting

We're working on a page about this integration, but you can try it on Latenode right now โ€” just Sign up and Start for Free!

Formsite

We're working on a page about this integration, but you can try it on Latenode right now โ€” just Sign up and Start for Free!

PagerDuty

We're working on a page about this integration, but you can try it on Latenode right now โ€” just Sign up and Start for Free!

DonationAlerts

We're working on a page about this integration, but you can try it on Latenode right now โ€” just Sign up and Start for Free!

Recut

We're working on a page about this integration, but you can try it on Latenode right now โ€” just Sign up and Start for Free!

Quentn

We're working on a page about this integration, but you can try it on Latenode right now โ€” just Sign up and Start for Free!

Textmagic

We're working on a page about this integration, but you can try it on Latenode right now โ€” just Sign up and Start for Free!

Harvest

We're working on a page about this integration, but you can try it on Latenode right now โ€” just Sign up and Start for Free!

Gumroad

We're working on a page about this integration, but you can try it on Latenode right now โ€” just Sign up and Start for Free!

Google slides

We're working on a page about this integration, but you can try it on Latenode right now โ€” just Sign up and Start for Free!

Google contacts

We're working on a page about this integration, but you can try it on Latenode right now โ€” just Sign up and Start for Free!

Google Vertex AI

We're working on a page about this integration, but you can try it on Latenode right now โ€” just Sign up and Start for Free!

Cal.com

We're working on a page about this integration, but you can try it on Latenode right now โ€” just Sign up and Start for Free!

Google Meet

We're working on a page about this integration, but you can try it on Latenode right now โ€” just Sign up and Start for Free!

Google Forms

We're working on a page about this integration, but you can try it on Latenode right now โ€” just Sign up and Start for Free!

Google Cloud Storage

We're working on a page about this integration, but you can try it on Latenode right now โ€” just Sign up and Start for Free!

See what Insightly can do in your workflows

Triggers set your workflows in motion, and actions bring results. Connect apps in endless ways and explore new possibilities with every integration.

What is Insightly?

What is Insightly

Insightly is a CRM and project management platform designed for small to medium-sized businesses. It offers features such as lead management, contact tracking, opportunity management, and project task management. Insightly aims to centralize customer information and streamline sales and marketing processes, helping businesses build stronger relationships and improve overall efficiency through organized data and workflows.

Integrating Insightly with Latenode allows you to automate tasks between your CRM and other applications. Trigger workflows based on new leads, updated opportunities, or completed projects in Insightly. Use Latenode's visual builder to create complex logic, incorporate AI tools for data enrichment, and manage customer relationships with unparalleled flexibility and cost-effectiveness, without being restricted by pre-built integrations or per-operation fees.

What are Insightly Integrations?

What are Insightly Integrations For?

Insightly integrations via Latenode allow marketing, sales, and support teams to centralize workflows. By connecting Insightly with tools like email platforms and databases, you remove manual data entry. Real-time synchronization improves response times to leads and opportunities. Automate tasks to focus your team on closing deals.

Automating Insightly with Latenode helps streamline your business processes. Triggers initiate workflows based on events, like new lead creation or opportunity stage changes. Latenodeโ€™s visual builder gives you control without complex coding. You can link sales data to other business units and platforms without custom scripts.

  • Marketing: Automatically add new leads from marketing campaigns into Insightly.
  • Customer Support: Create Insightly tasks from new support tickets needing sales action.
  • Project Management: Update project statuses in Insightly when tasks reach completion.

Latenode offers advanced features not found in basic integration platforms. Build flows with custom JavaScript and NPM modules. Use built-in AI tools to analyze sentiment and generate summaries. Handle asynchronous tasks and complex branching logic to fit unique business demands.

How to Use Insightly Integrations

Insightly integrations let you manage and react to CRM data from Latenode. Trigger workflows on record changes or create/update records. Connect Insightly to your apps for better data flows and task automation. Keep data consistent across your business systems.

Here's How to Use Insightly integration in Latenode:

  • Add Insightly Node: Drag the Insightly node onto the workflow canvas.
  • Connect Account: Authenticate with your Insightly account details.
  • Pick an Action: Select what you want to do (e.g., create or update a record).
  • Map Data Fields: Link data from other nodes to Insightly fields.

With Insightly and Latenode, a new lead turns into a task. A completed project updates client records. New support tickets can kick off custom workflows. Sync marketing data to personalize customer outreach based on segments.

  • Improved Data: Keep contact info in sync across all your platforms.
  • Faster Processes: Automate actions instead of manual updates.
  • Better Visibility: See the full customer journey in your workflows.
  • Marketing: New AWeber subscribers are added as contacts in Insightly. This helps target marketing and track campaign effectiveness.
  • Sales: Create tasks in Insightly from new Jotform submissions. Ensure timely follow-up on potential leads and customer inquiries.
  • Customer Support: When a Zendesk ticket closes, update the related Insightly contact. This allows for easy tracking of support interactions.
  • Project Management: Asana tasks automatically become Insightly project tasks. Improve team coordination and project oversight in one place.
  • Finance: New QuickBooks invoices update Insightly opportunities. Gain better visibility into sales pipeline and financial performance.

Best integrations for Insightly

Best integrations for Insightly 2025

These integrations extend Insightlyโ€™s 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.

  • Gmail. When new emails arrive, automatically create or update contacts in Insightly, logging the email content for future reference in sales conversations.
  • Slack. Send Insightly opportunity updates to a dedicated Slack channel, keeping the sales team informed about deal progress and key activities.
  • QuickBooks. Automatically create invoices in QuickBooks when an opportunity is marked as won in Insightly, streamlining the billing process.
  • Mailchimp. Add new Insightly contacts to a Mailchimp audience, triggering automated email campaigns based on lead source and other Insightly data.
  • Jira. Create Jira tickets from Insightly support cases, ensuring seamless handoff between sales/support and the technical team.
  • Google Sheets. Export Insightly reports to Google Sheets for custom analysis and visualization, combining CRM data with other business metrics.
  • Zoom. Schedule Zoom meetings directly from Insightly and automatically log call details and recordings against contact records.
  • Typeform. Create Insightly leads from new Typeform submissions, capturing valuable prospect information gathered through online forms.

FAQ for Insightly

What is Insightly used for?

Insightly is a CRM platform that helps businesses manage customer relationships, sales processes, and marketing efforts. It's designed to streamline workflows and improve collaboration.

How do I add a new contact?

You can add a new contact by clicking the "New" button and selecting "Contact" from the dropdown menu. Fill in the contact information and save to add them to your database.

Where can I see my sales pipeline?

Your sales pipeline is visualized in the Opportunities section. Navigate to Opportunities to see your deals, their stages, and the estimated close dates for each of them.

Reviews

Discover User Insights and Expert Opinions on Automation Tools ๐Ÿš€

Francisco de Paula S.
Web Developer Market Research
February 8, 2025

"Limitless automation integrations no matter what your use case. The AI javascript code generator node is a life saver, if you get to a pont in the automation the a tool or node is not yet created to interact with latenode, the AI node can make the interaction have by writing the code thats needed for the interaction with the specific tool, just describe what you need and the AI will make it happen, the more detailed explanation you give the best response you will get."

โ€

Charles S.
Founder Small-Business
January 3, 2025

"My new best kept secret! My favorite things about LateNode are the user interface and the code editor. Trust me, being able to write "some" of your own code makes a huge difference when you're trying to build automations quickly. It took me less than half the time and less frustration, to build an automation I tried to build in Make and n8n. Honestly, the code editor and the user interface are the best parts of using LateNode. If you want to build automations fast, write some of your own code. I tried building the same automation in Make and n8n and it took twice as long and was a lot more frustrating"

Sophia E.
Automation Specialist

Latenode is a cheaper but powerful alternative to the usual AI automation tools. Itโ€™s easy to use, even for beginners, thanks to its simple and intuitive interface. I only know the basics of Java, C++, and C, so when I saw the JavaScript option, I felt a bit nervous. Thankfully, the AI Copilot made everything much easier by guiding me step by step. Iโ€™ve spent weeks learning about Latenode on YouTube because it really caught my interest. Compared to other AI tools, I think this one is the better choice. Although Latenode is still new and in development, it has great potential to become the best tool on the market in the future.

Germaine H.
Founder Information Technology
December 21, 2024

What I liked most about Latenode compared to the competition is that I did have the ability to write code and create custom nodes. Most other platforms are strictly no-code, which for me really limited what I could create with my scenarios. I also liked the AI function to assist with writing code. It has been years since I wrote anything besides a simple script, so it was good to have some assistance within the platform when needed.

Islam B.
CEO Computer Software
December 15, 2024

AI Nodes are amazing. You can use it without having API keys, it uses Latenode credit to call the AI models which makes it super easy to use. - Latenode custom GPT is very helpful especially with node configuration

Long N.
CEO, Software
October 25, 2024

I love this app! Completely perfect trial, I hope you guy can grow more. I love how they support users, in my case, there is a bug that make my own logics didn't work, but they support ASAP, fix the bug very soon, I want this app to grow!

โ€

Petar V.
CEO, Computer Software
October 25, 2024

Best low code tool on market!! I am just starting my journey deeper but for time now this tool is excellent and it is far most better then make.com. I especially like the ease of use and the fact that for Google services, there's no need to manually go to the API or the Google console to look for the Client ID and similar things. For now evertyhing is perfectly fitted to my needs

โ€

John T.
Marketing and Advertising, Self-employed
May 31, 2024

Affordable Automation with Robust Features โ€“ I've been using Latenode for over a month now, and I already prefer it over more popular options like Zapier, Pabbly, or Make. The biggest advantage of Latenode is its significantly lower automation costs, all while maintaining the same robust features. The only downside is the limited integrations, but that's understandable given that it's a newer player in the market. Overall, Latenode offers excellent value and has quickly become my go-to for automation needs. Significantly lower automation costs compared to Zapier, Pabbly, and Make Maintains the same robust features as more popular platforms Excellent value for money. Limited integrations due to being a newer player in the market

โ€

Hemanth Kumar B.
Automation Expert
July 25, 2024

Relaible alternative to Zapier and Make with Extended Functionality -JS Node, Headless Browser, AI Assistant. Ease of use and Support Quality

โ€

Hoang T.
Education Management
September 5, 2024

Latenode and their support team have been great and responsive in providing my team with support in creating a workflow where our data from Google Sheet Form Submissions will take the users that submitted the form and then use our OpenAI API to create newsletters to send to them. Latenode's price point and use of credits through execution time allows it to be a cheaper alternative to Zapier or Make. Drag and drop modules give it a familiar experience when compared to its competitors and get the same job done at a cost-effective price.

โ€

Livia F.
Owner and Developer Computer Software
November 8, 2024

I am being able to reduce the time of building my backend and still have low costs. The other platforms are way more expensive. And its always easier to measure the expenses of a scenario with ย Latenode. The customer suppost always respond super fast.

Christian Jade Yap Samson
@ChristianJade
April 6, 2024

You must try it! ๐Ÿ”ฅ I've been blown away by Latenode's ease of use and affordability. As someone who's currently testing it out, I can honestly say it's exceeded my expectations at every turn. The platform itself is incredibly intuitive. They've struck a perfect balance between no-code and low-code functionality, making it accessible for beginners but powerful enough for complex automations. The best part? During my testing phase, I haven't encountered a single error. Everything has run smoothly and exactly as intended. Latenode is a game-changer for anyone looking to streamline their workflows without breaking the bank. It's a must-try for anyone looking to boost their productivity.

Hoang
@Hoang
September 6, 2024

Latenode, awesome support from the team and automation ๐Ÿš€ Latenode and their support team have been great and responsive in providing my team with support in creating a workflow where our data from Google Sheet Form Submissions will take the users that submitted the form and then use our OpenAI API to create newsletters to send to them. Their price point and use of credits through execution time allows it to be a cheaper alternative to Zapier or Make. Drag and drop modules give it a familiar experience when compared to its competitors and get the same job done at a cost-effective price.

Leland Best
@Leland_Best
April 1, 2024

Finally found what I was looking for...Even before seeing what was under the hood and meeting face to face with Daniel (CMO), I was already impressed with the business model compared to the others. As someone who's been marketing software products for over 2 decades, and a user of all things automation (to some extent or another) such as Zapier, Pabbly, n8n, and Active Pieces; I felt compelled to go right for a partnership deal with these guys. It was kind of a no-brainer. Looking forward to building some incredible automations for businesses around the world with this team.

Celiker Atak
@Celiker_Atak
April 15, 2024

Latenode is a powerful automation tool. Zapier is a powerful automation tool that can help businesses of all sizes save time and money. It's easy to use, even for those with no coding experience, and it can connect hundreds of different apps and services. However, it can be expensive for some users, and it can be difficult to troubleshoot when things go wrong.The best part of the application is that it is a cheaper system compared to other platforms ๐Ÿ”ฅ

Wael Esmair
@Wael_Esmair
March 21, 2024

Latenode is an extremely impressive product! Latenode's support for custom code has allowed us to tailor automation solutions precisely to our (and our clients) needs. The platform is super flexible and we are very excited to see what other non-typical use cases we can implement using their product. Support is very helpful and it's nice to know that we have a whole community to lean on.

Ryan
@Ryan
April 29, 2024

Latenode A Great Choice For Low Code. I have been working with Latenode for about 5 months moving some flows from other services. The move has been great and the team is very responsive when help was needed to learn the new system. Their pricing is better than I have seen anywhere else ๐Ÿ”ฅ

Hammad Hafeez
@HammadHafeez
July 10, 2024

Latenode is Hero ๐Ÿš€ Latenode blows away the competition with its unbeatable services: 99% uptime automations, affordable pricing saves me money, and the user-friendly interface keeps things running smooth plus for complex tasks, I can add custom code and headless browser automation. Forget Zapier, Latenode is my new workflow automation!

Srivamshi
@Srivamshi
April 29, 2024

Latenode = budget-friendly automation hero. Does everything I need, simple interface, great value. Ditch the expensive options! ๐Ÿ˜€

Doug
@Doug
March 6, 2024

Beginning of Great Things. They're new, but doing an excellent job providing a very serious alternative to their competition. As a beginner, Latenodes documentation, templates and affiliate connections are all helpful to get your flow ideas started. Very friendly to communicate with and looking forward to their success ๐Ÿš€

Stockton F.
@stockton_fisher
March 11, 2024

I honestly love how Latenode has approached automation. The "low-code" approach is perfect for my needs. I'm not a developer, but with the help of their AI helper I can get cool stuff done very quickly! For most of the time, the beautiful drag-n-drop canvas gets the job done very efficiently. I also love their method of creating your own "connectors" using nodules. Makes it very easy to re-use custom connection nodes in other scenarios. The pricing also makes a lot of sense if you're doing "less" but "longer running" processes.

โ€

Sri Vamshi
April 29, 2024

Latenode is a hidden gem! If you use Zapier for automation, check this out. Super similar features but way, WAY more affordable. The free plan is generous, and it's easy to set up workflows even if you're not tech-savvy. Perfect for small businesses or anyone wanting to simplify their life with automation on a budget. Highly recommend!

โ€

Mike Kirshtein
Founder & Leadership at Audax Group
March 5, 2024

Latenode has replaced Zapier and Makeโšก๏ธ Our business requires us to send lots of webhooks every day and we need a reliable service that's easy on the pockets and that's Latenode.

Mohamad Eldeeb
@mohamad_eldeeb
April 10, 2024

Really good solution to automate anything with any API ! Nice integration of AI.

โ€

Loรฏc Pipoz
@LoรฏcPipoz
February 23, 2024

Really good solution to automate anything with any API ! Nice integration of AI. Would love if launching service on AWS EU !! ๐Ÿ”ฅ

โ€

Chandresh Yadav
@ChandreshYadav
July 7, 2024

Works fine cheaper then Zapier! ๐Ÿ’ธ

โ€

Nabil Narin
@NabilNarin
July 6, 2024

Latenode overall are great! ๐Ÿš€ Its great to see latenode because it offers cheaper price and also the platform are easy to navigate and not to steep for learning but maybe the documentation should be updated. everything else are perfect!

โ€

Carlos Jimenez
@CarlosJimenez
August 28, 2024

Best automation tool for the price. The price model is excellent for complex automation. The integrations are dev friendly and the Code optiones are a life saver. I think this software is a incredible product with an awesome future ๐Ÿš€

โ€

Insightly integrations: Where they work best and how to use them

  • Marketing: New AWeber subscribers are added as contacts in Insightly. This helps target marketing and track campaign effectiveness.
  • Sales: Create tasks in Insightly from new Jotform submissions. Ensure timely follow-up on potential leads and customer inquiries.
  • Customer Support: When a Zendesk ticket closes, update the related Insightly contact. This allows for easy tracking of support interactions.
  • Project Management: Asana tasks automatically become Insightly project tasks. Improve team coordination and project oversight in one place.
  • Finance: New QuickBooks invoices update Insightly opportunities. Gain better visibility into sales pipeline and financial performance.

Top 8 Insightly integrations for 2025

  • Gmail. When new emails arrive, automatically create or update contacts in Insightly, logging the email content for future reference in sales conversations.
  • Slack. Send Insightly opportunity updates to a dedicated Slack channel, keeping the sales team informed about deal progress and key activities.
  • QuickBooks. Automatically create invoices in QuickBooks when an opportunity is marked as won in Insightly, streamlining the billing process.
  • Mailchimp. Add new Insightly contacts to a Mailchimp audience, triggering automated email campaigns based on lead source and other Insightly data.
  • Jira. Create Jira tickets from Insightly support cases, ensuring seamless handoff between sales/support and the technical team.
  • Google Sheets. Export Insightly reports to Google Sheets for custom analysis and visualization, combining CRM data with other business metrics.
  • Zoom. Schedule Zoom meetings directly from Insightly and automatically log call details and recordings against contact records.
  • Typeform. Create Insightly leads from new Typeform submissions, capturing valuable prospect information gathered through online forms.

FAQ about Insightly

What is Insightly used for?

Insightly is a CRM platform that helps businesses manage customer relationships, sales processes, and marketing efforts. It's designed to streamline workflows and improve collaboration.

How do I add a new contact?

You can add a new contact by clicking the "New" button and selecting "Contact" from the dropdown menu. Fill in the contact information and save to add them to your database.

Where can I see my sales pipeline?

Your sales pipeline is visualized in the Opportunities section. Navigate to Opportunities to see your deals, their stages, and the estimated close dates for each of them.