Autoklose + Insightly Integration

Integrate Autoklose to Insightly in one click, or tell Integrately AI how you want each contact handled. Track email replies, create CRM records, update pipeline opportunities, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Autoklose
    Email is bounced in Autoklose Instant
  • Autoklose
    Email is send in Autoklose Instant
  • Autoklose
    Email is opened in Autoklose Instant
  • Autoklose
    Email is clicked in Autoklose Instant
  • Autoklose
    Email is replied in Autoklose Instant
  • 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.
  • Autoklose
    Add campaign recipient in Autoklose
  • Autoklose
    Remove campaign recipient in Autoklose
  • Autoklose
    Add recipient to do not email list in Autoklose
  • Insightly
    Update opportunity in Insightly
  • Insightly
    Get opportunity by ID in Insightly
  • Insightly
    Get organization by ID in Insightly
  • Insightly
    Get task by ID in Insightly
  • Insightly
    Update task in Insightly
  • Insightly
    Update Contact 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 Autoklose + Insightly Integration

Capture email responses, create leads, update contacts, log opportunities, and trigger follow-ups, all in just one click.

Most popular automationmost-popular-automations
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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 Autoklose + Insightly flow

Send campaign updates to your team, schedule follow-ups, sync records across sheets, and manage calls. Pick a combination and activate it in one click.

Autoklose
Insightly
+
GmailGmail (8)
+
CalendlyCalendly (8)
+
HubspotHubspot (8)
+
SlackSlack (8)
+
Google SheetsGoogle Sheets (8)
+
ZoomZoom (8)
A
G
I
Send a confirmation email in Gmail when an email is replied in Autoklose, and create a contact in Insightly
Every email reply in Autoklose triggers a welcome email in Gmail and creates a new contact in Insightly instantly.
I
G
A
Send an introduction email in Gmail when a lead is created in Insightly, and add the recipient as a campaign recipient in Autoklose
New Insightly leads instantly receive a welcome email in Gmail and get added to an Autoklose campaign.
A
G
I
When an email is clicked in Autoklose, send a follow-up email in Gmail and update the contact in Insightly
Engage warm prospects in Gmail and update their contact record in Insightly when they click your Autoklose email.
A
I
G
Create a task in Insightly when an email is replied in Autoklose, and send a notification email in Gmail
Turn Autoklose email replies into Insightly tasks and alert your sales team via Gmail instantly.
A
I
G
If an email is replied in Autoklose with positive interest, create a contact in Insightly and send a priority alert in Gmail
Route positive Autoklose replies into Insightly contacts while alerting your sales manager in Gmail.
I
G
A
When an opportunity is updated in Insightly, send a summary email in Gmail and add the contact to a campaign in Autoklose
Keep stakeholders informed in Gmail and enroll contacts into Autoklose campaigns when Insightly opportunities update.
A
C
I
G
Use Claude to summarise every email replied in Autoklose, save the summary in Insightly, and send the brief in Gmail
Turn Autoklose email replies into structured Insightly updates using Claude, and email the brief via Gmail.
A
I
G
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When an email is opened in Autoklose, create a contact in Insightly, send a notification email in Gmail, and create a contact in HubSpot
Sync Autoklose email opens across Insightly, Gmail, and HubSpot in a single automated pipeline.

Supported triggers and actions for Autoklose and Insightly

Mix and match to build the exact automation you need

Autoklose
Autoklose Triggers & Actions
Instant
Email is bounced in Autoklose
Triggers the automation when an email bounces back
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Instant
Email is send in Autoklose
Triggers the automation when an email is sent
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Instant
Email is opened in Autoklose
Triggers the automation when an email is opened
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Instant
Email is clicked in Autoklose
Triggers the automation when an email link is clicked by the recipient
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Instant
Email is replied in Autoklose
Triggers the automation when you reply to an incoming email
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Add campaign recipient in Autoklose
Adds a new recipient to a campaign
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Remove campaign recipient in Autoklose
Removes a recipient from a campaign
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Add recipient to do not email list in Autoklose
Prevents a recipient from receiving any further email communications
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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 opportunity in Insightly
Updates the opportunity details as needed
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Get opportunity by ID in Insightly
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Get organization by ID in Insightly
Retrieves organization details based on ID
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Get task by ID in Insightly
Retrieves task details based on ID
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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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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
Try it →
Link objects in Insightly
Try it →
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
Try it →

What can you automate with Autoklose + Insightly?eks

Streamline your sales pipeline by connecting Autoklose email activity directly to Insightly CRM management.

What you can automate?
🔄
Sync email replies to Insightly contacts automatically
Turn every Autoklose email reply into a new contact or lead in Insightly without lifting a finger. Keep your CRM database fresh with real-time prospect data.
📝
Capture all custom campaign and reply fields
Map detailed email engagement metrics and custom field responses from Autoklose straight into Insightly task records and contact properties.
🔔
Alert your sales team the moment a lead replies
Trigger instant team notifications and task assignments in Insightly whenever a prospect clicks or replies to your Autoklose email campaigns.
🔀
Route prospects based on email engagement criteria
Condition workflows to create Insightly opportunities for high-intent replies while standard responses flow into general contact nurturing lists.
🔄
Keep deal stages updated across your sales stack
Ensure your pipeline records in Insightly reflect the latest status whenever campaign recipient statuses change in Autoklose.
🛡️
Add or update records without creating duplicates
Search existing Insightly records before creating new contacts, ensuring clean contact management and zero duplicate entries.
⚙️
Manage email bounces and suppression lists cleanly
Automatically update suppression lists in Autoklose and adjust contact properties in Insightly when email bounces occur.
🔌
Extend your sales workflow with messaging apps
Connect Slack, Gmail, or Google Sheets to your Autoklose and Insightly core flow to keep every department informed in real time.
And much more...

Who is Autoklose + Insightly integration for?

Sales teams, marketing managers, and operations professionals rely on this integration to eliminate manual data entry and keep pipeline tracking accurate across platforms.

Sales operations managers
Sales operations managers
Account executives
Account executives
Sales directors
Sales directors
Outbound growth teams
Outbound growth teams
Business development reps
Business development reps
Pipeline analysts
Pipeline analysts
📈
Sales operations managers
You're running outbound campaigns in Autoklose while tracking deals in Insightly, but pipeline reports never match because reps forget to log replies manually — with this integration, every campaign response updates your CRM records instantly and your pipeline numbers stay accurate.
Account executives
You need to follow up with warm prospects the moment they reply to emails, but finding out hours later means you lose momentum — with this integration, every email reply creates an Insightly task instantly so you can close deals while interest is peak.
📊
Sales directors
You report on conversion metrics to leadership every week, but incomplete contact records in Insightly leave blind spots in your pipeline reporting — this integration means every campaign touchpoint is recorded automatically and your management dashboards reflect true activity.
🚀
Outbound growth teams
You manage high-volume email sequences in Autoklose, but manually copying lead data into Insightly takes hours away from actual prospecting — automating both apps means your contact database builds itself while your team focuses on conversations.
🤝
Business development reps
You depend on marketing qualification handoffs to start outreach, but delays between Autoklose responses and Insightly lead creation slow down your response time — connecting these apps means hot leads reach your queue the second they engage.
📋
Pipeline analysts
You audit deal progression histories, but missing contact updates and unlogged campaign touches leave frustrating gaps in your tracking history — this integration means your system maintains a complete, unbroken record of every prospect interaction.
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 Autoklose + Insightly

Build and manage your Autoklose + 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 Autoklose + 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
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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in $19.99
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in $19.99

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Frequently Asked Questions

How do I connect Autoklose to Insightly?
Frequently Asked Questions
You can connect Autoklose to Insightly in just one click using ready-made templates on Integrately, or use Integrately AI to build your exact workflow alongside apps like Gmail, Slack, and Google Sheets.
Can I automatically create Insightly contacts when prospects reply in Autoklose?
Frequently Asked Questions
Can I connect Autoklose, Insightly, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Autoklose and Insightly?
Frequently Asked Questions
How does Autoklose handle email replies with Insightly integration?
Frequently Asked Questions
Can I update Insightly tasks and leads from Autoklose campaign events?
Frequently Asked Questions
Do I need coding skills to automate Autoklose and Insightly?
Frequently Asked Questions
Is the Autoklose 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.

Want to automate something else in your workflow?

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

Autoklose
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Connect Autoklose with email, marketing, and sales engagement platforms to expand your outreach campaigns and track prospect engagement.
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Insightly
Popular Insightly Integrations
Sync Insightly with project management, invoicing, and reporting tools to keep your business data unified across your entire stack.
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