1. Help Desk
  2. Knowledge
  3. Insightly CRM
  4. Integrations

Popular connections to Insightly from Zapier

Our friends over at Zapier created an integration with Insightly to connect you with hundreds of other apps. They've also been kind enough to provide some great notes to guide you through the setup for these popular zaps:

Gravity Forms: Create Insightly Contacts from Gravity Forms
Wufoo: Create Insightly Contacts from Wufoo
MailChimp: Add Insightly Contacts to MailChimp
MailChimp: Create Insightly Contacts from MailChimp Subscribers
Google Contacts: Create Insightly Contacts from New Google Contacts

The original guide is available here. 

Create Insightly Contacts from Gravity Forms

If you collect form entries through Gravity Forms and have ever wanted to take those entries and send them to Insightly to create contacts, you can now do that with the help of Zapier.

Here's what you'll need to get started:

In Zapier

  1. First you'll want to start creating a zap that automatically takes new Gravitiy Forms form submissions and uses that data to create contacts in Insightly. Click the “Use this Zap” button here to get started. You'll first be reminded to setup your Gravity Forms form, so go ahead and do that if you haven't already.
  2. Next, you'll need to make sure you have the Gravity Forms plugin with the Zapier add-on installed. Then just visit the Form Settings > Zapier settings of the form you'd like to trigger this zap with and add the URL Zapier provides to your setup. Be sure to mark it as active and save it! If you're having trouble, you can view detailed instructions here.
  3. Once you've done that, the next step is to connect your Insightly account. After clicking on “Connect”, you’ll be asked to enter in your API Token to authorize your account to be connected with Zapier.
  4. In the next step, you’ll need to use the "Insert Fields" button to map in data from your Gravity Forms form to fill in the first name, last name, and email address of the new contact you'll be creating. More on that process here.
  5. Finally, we’ll turn your zap on and you'll have the chance to test it out with entries from your Gravity Forms form. Information from new form entries will now automatically end up as contacts in your Insightly account.

Create Insightly Contacts from Wufoo

If you collect form entries through Wufoo and have ever wanted to take those entries and send them to Insightly to create contacts, you can now do that with the help of Zapier.

Here's what you'll need to get started:

In Zapier

  1. First you'll want to start creating a zap that automatically takes new Wufoo form Entries and uses that data to create leads in Insightly. Click the “Use this Zap” button [here](https://zapier.com/zapbook/zaps/659/send-contacts-from-your-wufoo-form-to-insightly/) to get started. You'll first be reminded to setup your Wufoo form, so go ahead and do that if you haven't already.
  2. Next, you’ll need to connect your Wufoo account. After clicking on “Connect”, you’ll be asked to enter your login email, login password, and Wufoo account name.
  3. Now, you'll need to choose the form from the dropdown you'd like Zapier to monitor for new entries.
  4. Once you've done that, the next step is to connect your Insightly account. After clicking on “Connect”, you’ll be asked to enter in your API Token to authorize your account to be connected with Zapier.
  5. In the next step, you’ll need to use the "Insert Fields" button to map in data from your Wufoo form to fill in the first name, last name, and email address of the new contacts you'll be creating. More on that process here.
  6. After that, we’ll turn your zap on and you'll have the chance to test it out with entries from your Wufoo form. Now, information from new Wufoo form entries will end up as contacts in your Insightly account without any extra work!

Add Insightly Contacts to MailChimp

If you collect contact information in Insightly and have ever wanted to take that contact information and send it to MailChimp to create subscribers, you can now do that with the help of Zapier.

Here's what you'll need to get started:

In Zapier

  1. To start, you will want to create a zap that automatically takes new Insightly contacts and create Subscribers in MailChimp with them. Click the “Use this Zap” button here to get started.
  2. Next, you’ll need to connect your your Insightly account. After clicking on “Connect”, you’ll be asked to enter in your API Token to authorize your account to be connected with Zapier.
  3. Once you've done that, the next step is to connect your MailChimp account. After clicking on “Connect”, you’ll be asked to enter your MailChimp username and password.
  4. From there, you'll need to choose the list from the dropdown you'd like Zapier to add new subscribers to and fill out the email address field. Then map up your email by cllicking on the "Insert Fields" buttons next to each field. More on that process here.
  5. After that, we’ll turn your zap on and you'll have the chance to test it out with contacts in your Insightly account. From now on, new contacts will end up as subscribers on your MailChimp list account with zero extra effort.

Create Insightly Contacts from Mailchimp Subscribers

If you collect subscribers through MailChimp and have ever wanted to take those entries and send them to Insightly to create leads, you can now do that with the help of Zapier.

Here's what you'll need to get started:

In Zapier

  1. First off, you'll want to create a zap that automatically takes new MailChimp subscribers to create leads in Insightly. Click the “Use this Zap” button here to get started.
  2. Next, you’ll need to connect your MailChimp account. After clicking on “Connect”, you’ll be asked to enter your MailChimp username and password.
  3. After that, you'll need to choose the list from the dropdown you'd like Zapier to monitor for new subscribers.
  4. Once that is complete, the next step is to connect your Insightly account. After clicking on “Connect”, you’ll be asked to enter in your API Token to authorize your account to be connected with Zapier.
  5. After that, we’ll turn your zap on and you'll have the chance to test it out with subscribers in your MailChimp account. From here on out, new MailChimp subscribers will end up as leads in your Insightly account!

Create Insightly Contacts from New Google Contacts

If you collect new connections in Google Contacts and you’ve ever wanted to keep them in your Insightly account as well, it’s easy with Zapier!

Here's what you'll need to get started:

  1. First off, you'll want to create a zap that automatically takes new Google contacts to create contacts in Insightly. Click the “Use this Zap” button here to get started.
  2. Next, you’ll need to connect your Google Contacts account. After clicking on “Connect”, you’ll be asked to choose the Google account you want to connect to.
  3. After that, you'll need to approve the permissions Zapier needs to make this Zap work.
  4. After that, you’ll need to choose a List from your Google Contact account for this Zap to work from. If you leave this blank we’ll trigger on ALL new contacts.
  5. Once that is complete, the next step is to connect your Insightly account. After clicking on “Connect”, you’ll be asked to enter in your API Token to authorize your account to be connected with Zapier.
  6. After that, we’ll turn your zap on and you'll have the chance to test it out with contacts in your Google Contact account. From here on out, new Google contacts will end up as leads in your Insightly account!
Was this article helpful?