Airtable + Insightly Integration

Integrate Airtable to Insightly in one click, or tell Integrately AI how you want each record handled. Sync records, update contacts, create tasks, and manage pipelines automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Airtable
    Record is created in view in Airtable
  • Airtable
    Record is created or updated in Airtable
  • Airtable
    Record is created in Airtable
  • Insightly
    Task is created in Insightly
  • Insightly
    Lead is created in Insightly
  • Insightly
    Lead is updated in Insightly
  • Insightly
    Organisation is added in Insightly
  • Insightly
    Organisation is updated in Insightly
  • Insightly
    Contact is updated in Insightly
  • Insightly
    Contact is created in Insightly
  • Insightly
    Opportunity is created in Insightly
  • Insightly
    Project is created in Insightly
  • Insightly
    Opportunity is updated in Insightly
Arrow Right
2.
  • Airtable
    Search multiple records using filters in Airtable
  • Airtable
    Get record by id in Airtable
  • Airtable
    Create record in Airtable
  • Airtable
    Update record in Airtable
  • Airtable
    Search record in Airtable
  • Airtable
    Search multiple records in Airtable
  • Airtable
    Delete record in Airtable
  • Insightly
    Update task in Insightly
  • Insightly
    Update Contact in Insightly
  • Insightly
    Get task by ID in Insightly
  • Insightly
    Get organization by ID in Insightly
  • Insightly
    Get opportunity by ID in Insightly
  • Insightly
    Update opportunity in Insightly
  • Insightly
    Create contact in Insightly
  • Insightly
    Search contact in Insightly
  • Insightly
    Create opportunity in Insightly
  • Insightly
    Create lead in Insightly
  • Insightly
    Search lead in Insightly
  • Insightly
    Create task in Insightly
  • Insightly
    Search user in Insightly
  • Insightly
    Create organisation in Insightly
  • Insightly
    Search organisation in Insightly
  • Insightly
    Create project in Insightly
  • Insightly
    Search project in Insightly
  • Insightly
    Get contact by id in Insightly
  • Insightly
    Search opportunity in Insightly
  • Insightly
    Delete opportunity in Insightly
  • Insightly
    Link objects in Insightly
  • Insightly
    Get project by ID in Insightly
  • Insightly
    Update project in Insightly
  • Insightly
    Delete project in Insightly

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Ready Workflows Ready Workflows for Airtable + Insightly Integration

Capture leads, organise contacts, keep projects updated, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Airtable + Insightly Integration

Create Insightly contact for new Airtable record

Automatically creating Insightly contact records for new Airtable record entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!
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Insightly + Airtable Integration

Create Airtable record for new Insightly contact

When a new contact is created in your Insightly, you can automatically create a record for them in your Airtable. This way, you'll always have up-to-date information on your contacts and can easily track their progress. Plus, you won't have to manually enter data into multiple systems - it will all be taken care of automatically.

So go ahead and set up this integration - it will make your life much easier!
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  • 1of4
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Airtable + Insightly flow

Connect email, messaging, marketing, and scheduling tools to extend your records and CRM pipeline. Pick a combination and activate it in one click.

Airtable
Insightly
+
GmailGmail (4)
+
SlackSlack (4)
+
MailchimpMailchimp (3)
+
CalendlyCalendly (3)
+
TypeformTypeform (3)
+
StripeStripe (3)
A
I
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When a new Airtable record is created, create an Insightly contact and send a welcome email via Gmail
New Airtable records instantly create Insightly contacts while Gmail sends a welcome email, removing manual follow-up steps.
I
A
G
When an Insightly contact is created, create an Airtable record and send a notification email via Gmail
Insightly contacts automatically appear in Airtable while Gmail notifies your team, keeping everyone aligned.
I
A
G
When an Insightly opportunity is updated, update the matching Airtable record and send an email update via Gmail
Opportunity changes in Insightly update your Airtable records and trigger email notifications through Gmail.
A
I
G
When a new Airtable record is created, create an Insightly lead and email the sales team via Gmail
Airtable records become Insightly leads instantly, with Gmail notifying the sales team right away.

Supported triggers and actions for Airtable and Insightly

Mix and match to build the exact automation you need

Airtable
Airtable Triggers & Actions
Record is created in view in Airtable
Triggers the automation when a record is created in a particular view within an app
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Record is created or updated in Airtable
Triggers the automation when a record is created or updated in the particular application
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Record is created in Airtable
Triggers the automation when a new record is created
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Search multiple records using filters in Airtable
Searches for multiple records according to the specifications
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Get record by id in Airtable
Gets record details by id
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Create record in Airtable
Generates a new record
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Update record in Airtable
Updates a record with new information
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Search record in Airtable
Searches for a record within a given database
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Search multiple records in Airtable
Searches for multiple records
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Delete record in Airtable
Deletes the particular record
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Insightly
Insightly Triggers & Actions
Task is created in Insightly
Triggers the automation when a new task is created
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Lead is created in Insightly
Triggers the automation when a new lead is created
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Lead is updated in Insightly
Triggers the automation when the lead information is updated
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Organisation is added in Insightly
Triggers the automation when a new organization is created
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Organisation is updated in Insightly
Triggers the automation when any organization's profile is modified
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Contact is updated in Insightly
Triggers the automation when a contact is updated
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Contact is created in Insightly
Triggers the automation when a new contact is created
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Opportunity is created in Insightly
Triggers the automation when any opportunity is updated
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Project is created in Insightly
Triggers the automation when a new project is created
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Opportunity is updated in Insightly
Triggers the automation when an opportunity is updated
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Update task in Insightly
Updated a task
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Update Contact in Insightly
Updates contact information
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Get task by ID in Insightly
Retrieves task details based on ID
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Get organization by ID in Insightly
Retrieves organization details based on ID
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Get opportunity by ID in Insightly
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Update opportunity in Insightly
Updates the opportunity details as needed
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Create contact in Insightly
Adds a new contact to the database
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Search contact in Insightly
Finds and retrieves contact information
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Create opportunity in Insightly
Creates a new instance of the support system
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Create lead in Insightly
Generates new leads for potential customers
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Search lead in Insightly
Retrieves information for a particular lead
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Create task in Insightly
Creates a new task
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Search user in Insightly
Searches for a user
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Create organisation in Insightly
Generates a new invoice
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Search organisation in Insightly
Finds and retrieves information about a organization
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Create project in Insightly
Creates a new project
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Search project in Insightly
Searches for a project
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Get contact by id in Insightly
Retrieves a contact's information based on their id
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Search opportunity in Insightly
Searches for a opportunity
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Delete opportunity in Insightly
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Link objects in Insightly
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Get project by ID in Insightly
Searches for a project using the id
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Update project in Insightly
Updates a project
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Delete project in Insightly
Auomatically deletes a project
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What can you automate with Airtable + Insightly?eks

Streamline your workflows by connecting Airtable and Insightly to sync contacts, update records, and manage pipelines automatically.

What you can automate?
🔄
Sync records between Airtable and Insightly automatically
Turn every new Airtable record into an Insightly contact the moment it is created. Eliminate manual data entry and keep your CRM and database perfectly aligned.
📋
Capture every submitted database field and contact detail
Map all available Airtable columns into corresponding Insightly contact and lead fields instead of just names and emails. Your CRM receives complete background information.
🔔
Alert the right team member as soon as updates happen
Send instant notifications whenever an Insightly opportunity moves stages or a new Airtable record is logged, ensuring your staff never misses a critical update.
🔀
Route data conditionally based on submitted fields
Send enterprise leads to priority Insightly pipelines while routing standard inquiries to general Airtable views automatically based on form criteria.
📝
Keep destination records up to date as details change
Automatically update matching Airtable rows whenever Insightly contacts or opportunities are modified, preventing outdated information in your reports.
🔍
Search and update instead of creating duplicate records
Check whether an Insightly contact already exists before creating a new one, updating existing records with fresh Airtable data to maintain database hygiene.
💼
Handle later status changes like closed deals or lost projects
Trigger automated updates in Airtable whenever an Insightly opportunity is marked won or lost, keeping your historical tracking accurate and complete.
✉️
Extend your workflow with powerful supporting apps
Connect Gmail, Slack, or Mailchimp to your core Airtable and Insightly flow to send confirmation emails, post team updates, or add subscribers instantly.
And much more...

Who is Airtable + Insightly integration for?

Teams managing projects and customer relationships rely on seamless synchronization between Airtable and Insightly to eliminate manual data entry and maintain accurate pipeline tracking.

Performance data analysts
Performance data analysts
Sales reps
Sales reps
Project managers
Project managers
Customer support teams
Customer support teams
Account executives
Account executives
Operations managers
Operations managers
📈
Performance data analysts
You're reviewing database entries and pipeline reports but your records only update when someone manually exports data, so the row counts you're analyzing are always hours behind — this integration means every new record lands instantly and your data stays current.
Sales reps
You need to act fast on incoming prospects, but you find out about new leads hours after they appear in your database — connecting these apps means every new record creates an Insightly contact immediately so you can reach out first.
📊
Project managers
You answer to clients who want to see real-time project progress, but your tracking spreadsheets and CRM are out of sync — automating both apps means project status changes reflect across systems without manual copying.
💬
Customer support teams
The volume of incoming support queries and tickets is too high for anyone to keep up by hand across separate tools — with this integration, every client interaction syncs between Airtable and Insightly without delays.
🤝
Account executives
You own the closing stage and depend on upstream team members to hand over qualified details, but handoffs get lost in transit — automating both apps means contact handoffs happen instantly and accurately.
🗂️
Operations managers
You need a reliable history of all company activities and keep finding frustrating gaps between your project base and CRM records — integrating these apps means every update is logged completely and securely.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Airtable + Insightly

Build and manage your Airtable + Insightly automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Airtable + Insightly with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
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
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
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
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
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?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Airtable to Insightly?
Frequently Asked Questions
You can connect Airtable to Insightly in just 1 click using Integrately. Choose from 20 million+ ready templates or ask Integrately AI to build your exact workflow. You can also connect apps like Gmail, Slack, and Mailchimp.
Can I automatically create Insightly contacts from new Airtable records?
Frequently Asked Questions
Can I connect Airtable, Insightly, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Airtable and Insightly?
Frequently Asked Questions
How does Airtable handle data updates in this integration?
Frequently Asked Questions
How does Insightly manage new leads from Airtable?
Frequently Asked Questions
Do I need coding skills to automate Airtable and Insightly?
Frequently Asked Questions
Is the Airtable and Insightly integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

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You Can Also Connect Airtable or Insightly With 1500+ Other Apps

Airtable
Popular Airtable Integrations
Connect Airtable with project management, database, and reporting tools to keep your data organized across platforms.
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Insightly
Popular Insightly Integrations
Sync Insightly with accounting, support, and sales platforms to streamline your customer relationship management stack.
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