Create Insightly opportunity for new ActiveCampaign deal
ActiveCampaign + Insightly Integration
ActiveCampaign + Insightly Integration
Integrate ActiveCampaign to Insightly in one click, or tell Integrately AI how you want each contact handled. Sync contacts and deals, update pipelines, create tasks, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Tag is added to contact in ActiveCampaign Instant- Contact is added to list in ActiveCampaign Instant
- Contact is created in ActiveCampaign Instant
- Contact is updated in ActiveCampaign Instant
- Contact task is created in ActiveCampaign Instant
- Contact is unsubscribed in ActiveCampaign Instant
- Contact note is created in ActiveCampaign Instant
- Automation webhook data is received in ActiveCampaign Instant
- Contact is associated with an automation in ActiveCampaign
- Automation is created in ActiveCampaign
- Calendar feed is created in ActiveCampaign
- Pipeline is created in ActiveCampaign Instant
- Pipeline stage is created in ActiveCampaign Instant
- Deal is created in ActiveCampaign Instant
- Deal is updated in ActiveCampaign Instant
- Deal task is created in ActiveCampaign Instant
- Deal task is completed in ActiveCampaign Instant
- Deal note is created in ActiveCampaign Instant
- Campaign is initated in ActiveCampaign Instant
- Campaign link is clicked in ActiveCampaign Instant
- Campaign is opened in ActiveCampaign Instant
- Campaign is bounced in ActiveCampaign Instant
- List is created in ActiveCampaign Instant
Task is created in Insightly- Lead is created in Insightly
- Lead is updated in Insightly
- Organisation is added in Insightly
- Organisation is updated in Insightly
- Contact is updated in Insightly
- Contact is created in Insightly
- Project is created in Insightly
- Opportunity is created in Insightly
- Opportunity is updated in Insightly
2.
- Delete contact in ActiveCampaign
- Create or update contact in ActiveCampaign
- Search contact in ActiveCampaign
- Create contact note in ActiveCampaign
- Add tag to contact in ActiveCampaign
- Get contact by id in ActiveCampaign
- Remove tag from contact in ActiveCampaign
- Create deal in ActiveCampaign
- Update deal in ActiveCampaign
- Create deal task in ActiveCampaign
- Delete deal in ActiveCampaign
- Search deal in ActiveCampaign
- Create deal note in ActiveCampaign
- Add contact to automation in ActiveCampaign
- Subscribe/Unsubscribe contact from list in ActiveCampaign
- Create tracked event in ActiveCampaign
- Create deal stage in ActiveCampaign
- Search deal owner in ActiveCampaign
- Delete deal stage in ActiveCampaign
- Delete deal pipeline in ActiveCampaign
- Create account in ActiveCampaign
- Update account in ActiveCampaign
- Search account in ActiveCampaign
- Create tag in ActiveCampaign
- Search tag in ActiveCampaign
- Create campaign in ActiveCampaign
- Search list in ActiveCampaign
- Update task in Insightly
- Update Contact in Insightly
- Get task by ID in Insightly
- Get organization by ID in Insightly
- Get opportunity by ID in Insightly
- Update opportunity in Insightly
- Create contact in Insightly
- Search contact in Insightly
- Create opportunity in Insightly
- Create lead in Insightly
- Search lead in Insightly
- Create task in Insightly
- Search user in Insightly
- Create organisation in Insightly
- Search organisation in Insightly
- Create project in Insightly
- Search project in Insightly
- Get contact by id in Insightly
- Search opportunity in Insightly
- Delete opportunity in Insightly
- Link objects in Insightly
- Get project by ID in Insightly
- Update project in Insightly
- Delete project in Insightly
Trusted by experts at...
Ready Workflows for ActiveCampaign + Insightly Integration
Capture contacts, sync deals, update pipelines, alert your team, and send follow-ups, all in just one click.
Most popular automations
Create ActiveCampaign account for new Insightly organisation
Insightly + ActiveCampaign Integration
Create Insightly organisation for new ActiveCampaign contact
ActiveCampaign + Insightly Integration
Create Insightly task for new ActiveCampaign deal
ActiveCampaign + Insightly Integration
Create ActiveCampaign contact for new Insightly contact
CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.
However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this Insightly - ActiveCampaign integration, anytime a new Insightly contact is created, an ActiveCampaign contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
See moreHowever, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this Insightly - ActiveCampaign integration, anytime a new Insightly contact is created, an ActiveCampaign contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
When Contact is unsubscribed in ActiveCampaign > Check any condition > Create opportunity in Insightly
ActiveCampaign + Insightly Integration
When Contact is added to list in ActiveCampaign > Check any condition > Create opportunity in Insightly
ActiveCampaign + Insightly Integration
Create ActiveCampaign deal for new Insightly opportunity
Insightly + ActiveCampaign Integration
Create Insightly contact when ActiveCampaign contact is updated
ActiveCampaign + Insightly Integration
Create ActiveCampaign contact when Insightly contact is updated
Insightly + ActiveCampaign Integration
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Connect more apps to your ActiveCampaign + Insightly flow
Extend your CRM and marketing automation stack with communication, billing, and project tools. Pick a combination and activate it in one click.
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Gmail (4)
Gmail (4) +
Calendly (3)
Calendly (3) +
Slack (4)
Slack (4) +
Shopify (3)
Shopify (3) +
Stripe (3)
Stripe (3) +
Asana (3)
Asana (3) A
G
I
Send a Gmail welcome email when a contact is created in ActiveCampaign and update Insightly
New ActiveCampaign contacts receive an immediate welcome email via Gmail while their records are synced to Insightly automatically.
A
G
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Notify your team in Gmail when a deal is created in ActiveCampaign and log it in Insightly
Sales reps get instant Gmail alerts for new ActiveCampaign deals while Insightly tracks the pipeline update.
A
G
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Email campaign updates via Gmail when an ActiveCampaign contact is updated and sync with Insightly
Important profile changes in ActiveCampaign trigger Gmail update notifications and sync directly into Insightly.
A
G
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Send follow-up instructions via Gmail when an ActiveCampaign task is created and record in Insightly
ActiveCampaign tasks trigger automated Gmail assignments and create corresponding task records in Insightly.
Supported triggers and actions for ActiveCampaign and Insightly
Mix and match to build the exact automation you need
ActiveCampaign Triggers & Actions
Instant
Tag is added to contact in ActiveCampaign
Triggers the automation when a tag is added
Try it → Instant
Contact is added to list in ActiveCampaign
Triggers the automation when a contact is added to a list
Try it → Instant
Contact is created in ActiveCampaign
Triggers the automation when a new contact is created
Try it → Instant
Contact is updated in ActiveCampaign
Triggers the automation when a contact is updated
Try it → Instant
Contact task is created in ActiveCampaign
Triggers the automation when a task is created for any contact
Try it → Instant
Contact is unsubscribed in ActiveCampaign
Triggers the automation when a contact unsubscribes from a mailing list
Try it → Instant
Contact note is created in ActiveCampaign
Triggers the automation when a note is added to any contact
Try it → Instant
Automation webhook data is received in ActiveCampaign
Triggers the automation when webhook data is received
Try it → Contact is associated with an automation in ActiveCampaign
Triggers the automation when a contact is associated with a particular automation
Try it → Automation is created in ActiveCampaign
Triggers the automation when a new automation flow is created
Try it → Calendar feed is created in ActiveCampaign
Triggers the automation when a new event is added to a calendar feed
Try it → Instant
Pipeline is created in ActiveCampaign
Triggers the automation when a new pipeline is created
Try it → Instant
Pipeline stage is created in ActiveCampaign
Triggers the automation when a pipeline stage is changed
Try it → Instant
Deal task is created in ActiveCampaign
Triggers the automation when a deal task is created
Try it → Instant
Deal task is completed in ActiveCampaign
Triggers the automation when a deal task is completed
Try it → Instant
Deal note is created in ActiveCampaign
Triggers the automation when a deal note is created
Try it → Instant
Campaign is initated in ActiveCampaign
Triggers the automation when a particular campaign is started
Try it → Instant
Campaign link is clicked in ActiveCampaign
Triggers the automation when any campaign link is clicked
Try it → Instant
Campaign is opened in ActiveCampaign
Triggers the automation when any campaign is opened
Try it → Instant
Campaign is bounced in ActiveCampaign
Triggers the automation when a campaign is marked as bounced
Try it → Instant
List is created in ActiveCampaign
Triggers the automation when a new list is created
Try it → What can you automate with ActiveCampaign + Insightly?
Connect your marketing campaigns to your sales pipeline with robust automations that sync contacts, manage deals, and keep your entire team synchronized.
🔄
Sync new contacts from ActiveCampaign to Insightly automatically
Create a contact in Insightly the moment a new contact is created in ActiveCampaign. Eliminate manual data entry and ensure your sales team always has access to the latest prospect details.
📋
Capture every submitted field and campaign detail
Map custom fields, contact notes, and campaign tags from ActiveCampaign directly into Insightly. Your CRM records become a comprehensive source for customer insights and sales follow-up.
🔔
Alert your sales team the instant a deal is created
Trigger instant team notifications in Slack or Gmail whenever a high-value deal is initiated in ActiveCampaign, ensuring immediate visibility for key account managers.
🔀
Route records based on submitted contact tags
Apply conditional logic to create different Insightly opportunities or tasks depending on specific tags or lists added to your ActiveCampaign contacts.
♻️
Keep your CRM pipeline up to date as contacts change
Automatically update Insightly contact profiles and opportunity stages whenever contact details or deal metrics are modified in ActiveCampaign.
🔍
Create or update records without generating duplicates
Search existing Insightly records before creating new ones, updating contact information cleanly whenever an ActiveCampaign record is modified.
💳
Handle later lifecycle stages and deal completions
Adjust Insightly opportunity stages automatically when campaigns finish, invoices are paid, or deal tasks are marked as completed in ActiveCampaign.
🚀
Extend your workflow to Slack or project management tools
Combine ActiveCampaign and Insightly with Slack, Asana, or Gmail to notify stakeholders, create tasks, and manage projects all from one automated flow.
And much more...
Who is ActiveCampaign + Insightly integration for?
Connect marketing automation and CRM workflows to eliminate manual data entry, streamline pipeline tracking, and keep sales teams aligned across every customer interaction.
Sales Operations Managers
Account Executives
Client Success Leads
Growth Marketers
Business Development Reps
CRM Administrators
📈
Sales Operations Managers
You're reviewing conversion metrics and pipeline reports every week but your CRM records are missing key marketing interactions because leads are exported manually, so the conversion rates you're reporting on are always a few steps behind — with this integration, every new ActiveCampaign contact lands in Insightly instantly and your pipeline metrics stay accurate.
⚡
Account Executives
You need to follow up with high-value prospects immediately and you find out about inbound deals hours after form submission, so prospective clients receive delayed outreach when speed matters most — automating both apps means every deal created in ActiveCampaign generates an Insightly opportunity instantly so you can reach out first.
🤝
Client Success Leads
You answer to stakeholders who want transparent progress reports on incoming accounts but your marketing and CRM tools operate in silos, so compiling status updates takes hours of cross-referencing records — connecting these apps means every customer interaction flows seamlessly into Insightly so stakeholder reviews are always up to date.
📊
Growth Marketers
The volume of inbound leads is too high for anyone to keep up with by hand and manual entry leads to missed records and duplicate profiles across platforms, so your campaigns suffer from fragmented attribution data — automating both apps means every contact and deal syncs effortlessly without manual copying.
🎯
Business Development Reps
You own the outreach step of the sales process and depend on your marketing team to hand over qualified leads, but delayed handoffs cause leads to go cold before initial contact, so conversion rates drop — with this integration, new ActiveCampaign contacts appear in Insightly the second they qualify so your outreach starts immediately.
🗂️
CRM Administrators
You need a reliable customer history across your entire software stack and keep finding missing contact notes and mismatched pipeline stages, so audits become painful chores — integrating these apps means every contact update and deal task maintains a complete, accurate audit trail across both platforms.
Did you know?
Our team can create automations for you... At no extra cost!
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Why choose Integrately to automate ActiveCampaign + Insightly
Build and manage your ActiveCampaign + Insightly automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect ActiveCampaign + Insightly with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect ActiveCampaign + Insightly Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect ActiveCampaign to Insightly?
You can connect ActiveCampaign to Insightly in 1 click using ready templates or ask Integrately AI to build the integration for you. It also connects seamlessly with Gmail, Slack, and Calendly.
Can I automatically sync new ActiveCampaign contacts to Insightly?
Can I connect ActiveCampaign, Insightly, and Slack?
What is a good Zapier alternative for ActiveCampaign and Insightly?
How does ActiveCampaign handle contact data during the integration?
Can I track deals and opportunities between ActiveCampaign and Insightly?
Do I need coding skills to set up ActiveCampaign and Insightly?
Is the ActiveCampaign and Insightly integration free?
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