Bitrix24 + Insightly Integration

Integrate Bitrix24 to Insightly in one click, or tell Integrately AI how you want each lead handled. Capture leads, create contacts, update deals, alert your team, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Bitrix24
    Smart process is created in Bitrix24
  • Bitrix24
    Quote is created in Bitrix24
  • Bitrix24
    Lead is created in Bitrix24
  • Bitrix24
    Lead is updated in Bitrix24
  • Bitrix24
    Lead is created in Bitrix24 Instant
  • Bitrix24
    Lead is updated in Bitrix24 Instant
  • Bitrix24
    Lead is deleted in Bitrix24 Instant
  • Bitrix24
    Deal is created in Bitrix24
  • Bitrix24
    Deal is created in Bitrix24 Instant
  • Bitrix24
    Deal is updated in Bitrix24 Instant
  • Bitrix24
    Deal is deleted in Bitrix24 Instant
  • Bitrix24
    Contact is created in Bitrix24
  • Bitrix24
    Contact is updated in Bitrix24
  • Bitrix24
    Contact is created in Bitrix24 Instant
  • Bitrix24
    Contact is updated in Bitrix24 Instant
  • Bitrix24
    Contact is deleted in Bitrix24 Instant
  • Bitrix24
    Task is created in Bitrix24 Instant
  • Bitrix24
    Task is updated in Bitrix24 Instant
  • Bitrix24
    Task is deleted in Bitrix24 Instant
  • Bitrix24
    Company is updated in Bitrix24 Instant
  • Bitrix24
    Company is deleted in Bitrix24 Instant
  • Bitrix24
    Company is created in Bitrix24 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
    Project is created in Insightly
  • Insightly
    Opportunity is created in Insightly
  • Insightly
    Opportunity is updated in Insightly
Arrow Right
2.
  • Bitrix24
    Search contact in Bitrix24
  • Bitrix24
    Update quote in Bitrix24
  • Bitrix24
    Search quote by title in Bitrix24
  • Bitrix24
    Create quote in Bitrix24
  • Bitrix24
    Search lead in Bitrix24
  • Bitrix24
    Create lead in Bitrix24
  • Bitrix24
    Update lead in Bitrix24
  • Bitrix24
    Create contact in Bitrix24
  • Bitrix24
    Update contact in Bitrix24
  • Bitrix24
    Create deal in Bitrix24
  • Bitrix24
    Update deal in Bitrix24
  • Bitrix24
    Get deal by id in Bitrix24
  • Bitrix24
    Search deal in Bitrix24
  • Bitrix24
    Create company in Bitrix24
  • Bitrix24
    Search company in Bitrix24
  • Bitrix24
    Update company in Bitrix24
  • Bitrix24
    Get company by id in Bitrix24
  • Bitrix24
    Search task in Bitrix24
  • Bitrix24
    Get task by id in Bitrix24
  • Bitrix24
    Update task in Bitrix24
  • Bitrix24
    Get lead by id in Bitrix24
  • Bitrix24
    Get contact by id in Bitrix24
  • Bitrix24
    Add comment in Bitrix24
  • 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 Contact in Insightly
  • Insightly
    Update task 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 Bitrix24 + Insightly Integration

Capture leads, create contacts, update deals, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Bitrix24 + Insightly Integration

Create Insightly opportunity from new Bitrix24 contact

Anytime a new contact is created in your Bitrix24, a new opportunity will automatically be created in your Insightly. This ensures that all of your opportunity are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.

This Bitrix24 - Insightly integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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Bitrix24 + Insightly Integration

Create Insightly task for new Bitrix24 contact

In Bitrix24, when you create a contact, it automatically creates a task in Insightly for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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  • 1of3
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 Bitrix24 + Insightly flow

Sync your data to CRMs, email tools, and messaging channels to keep your team aligned. Pick a combination and activate it in one click.

Bitrix24
Insightly
+
SalesforceSalesforce (4)
+
HubspotHubspot (4)
+
PipedrivePipedrive (4)
+
SlackSlack (4)
+
GmailGmail (4)
+
MailchimpMailchimp (4)
B
S
I
Create a Salesforce contact from every new Bitrix24 lead, and create a lead in Insightly.
New Bitrix24 leads automatically update your Salesforce account and create a corresponding record in Insightly without manual entry.
B
I
S
When a deal is created in Bitrix24, create an opportunity in Insightly and add a task in Salesforce.
Deals created in Bitrix24 instantly generate matching opportunities in Insightly and open follow-up tasks in Salesforce.
B
I
S
If a Bitrix24 lead is updated, update the lead in Insightly and sync the record in Salesforce.
Lead modifications in Bitrix24 automatically update both Insightly and Salesforce to keep data uniform.
B
C
I
S
Use Claude to qualify new Bitrix24 leads. If approved, create a lead in Insightly and add a contact in Salesforce.
Claude reviews incoming Bitrix24 leads, sending qualified prospects directly into Insightly and Salesforce.

Supported triggers and actions for Bitrix24 and Insightly

Mix and match to build the exact automation you need

Bitrix24
Bitrix24 Triggers & Actions
Smart process is created in Bitrix24
Triggers the automation when a new smart process is created
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Quote is created in Bitrix24
Triggers the automation when a new quote is created
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Lead is created in Bitrix24
Triggers the automation when a new lead is created
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Lead is updated in Bitrix24
Triggers the automation when the lead information is updated
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Instant
Lead is created in Bitrix24
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Instant
Lead is updated in Bitrix24
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Instant
Lead is deleted in Bitrix24
Triggers the automation when a lead is removed from the system
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Deal is created in Bitrix24
Triggers the automation when a deal is created
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Instant
Deal is created in Bitrix24
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Instant
Deal is updated in Bitrix24
Triggers the automation when a deal is updated
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Instant
Deal is deleted in Bitrix24
Triggers the automation when a deal is deleted
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Contact is created in Bitrix24
Triggers the automation when a new contact is created
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Contact is updated in Bitrix24
Triggers the automation when a contact is updated
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Instant
Contact is created in Bitrix24
Try it →
Instant
Contact is updated in Bitrix24
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Instant
Contact is deleted in Bitrix24
Triggers the automation when a contact is removed from the particular list
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Instant
Task is created in Bitrix24
Triggers the automation when a new task is created
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Instant
Task is updated in Bitrix24
Triggers the automation when any task is updated
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Instant
Task is deleted in Bitrix24
Triggers the automation when a task is deleted
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Instant
Company is updated in Bitrix24
Triggers the automation when a company is updated
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Instant
Company is deleted in Bitrix24
Triggers the automation when a company is deleted
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Instant
Company is created in Bitrix24
Triggers the automation when a new company is created
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Search contact in Bitrix24
Finds and retrieves contact information
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Update quote in Bitrix24
Updates an existing quote
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Search quote by title in Bitrix24
Searches for a quote using the title
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Create quote in Bitrix24
Creates a new quote
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Search lead in Bitrix24
Retrieves information for a particular lead
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Create lead in Bitrix24
Generates new leads for potential customers
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Update lead in Bitrix24
Updates the lead information
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Create contact in Bitrix24
Adds a new contact to the database
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Update contact in Bitrix24
Updates contact information with new details
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Create deal in Bitrix24
Generates a new deal with
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Update deal in Bitrix24
Updates deal information based on new criteria or changes
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Get deal by id in Bitrix24
Retrieves a deal by its id
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Search deal in Bitrix24
Retrieves and find a deal
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Create company in Bitrix24
Generates a new company profile with given details
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Search company in Bitrix24
Finds information about a company
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Update company in Bitrix24
Updates company information
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Get company by id in Bitrix24
Retrieves a company's details using its id
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Search task in Bitrix24
Searches for a task
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Get task by id in Bitrix24
Retrieves a task using its id
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Update task in Bitrix24
Updates the task with new information or changes
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Get lead by id in Bitrix24
Retrieves a lead's information based on their id
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Get contact by id in Bitrix24
Retrieves a contact's information based on their id
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Add comment in Bitrix24
Adds a comment to a record
Try it →
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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Project is created in Insightly
Triggers the automation when a new project is created
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Opportunity is created in Insightly
Triggers the automation when any opportunity is updated
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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 Contact in Insightly
Updates contact information
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Update task in Insightly
Updated a task
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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
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 Bitrix24 + Insightly?

Streamline your customer data workflows by connecting Bitrix24 and Insightly for seamless automation.

What you can automate?
🔄
Sync leads and contacts instantly across platforms
Automatically create a corresponding lead or contact in Insightly the moment a new record is generated in Bitrix24, ensuring zero manual data transfer.
📋
Capture every submitted field and detail
Map all custom fields, contact numbers, and background notes from Bitrix24 straight into Insightly without missing critical prospect information.
🔔
Alert your team the moment actions occur
Trigger instant notifications and messages in your communication tools whenever a major deal or lead is registered.
🔀
Route records based on submitted criteria
Apply conditional rules to send high-value leads to specific sales representatives or specialized pipelines automatically.
🔄
Keep destination records fully up to date
Ensure any updates made to contact details or deal stages in Bitrix24 reflect immediately in Insightly.
🔍
Prevent duplicates with smart search operations
Search existing contacts and companies before creating new entries to keep your databases clean and organized.
📦
Manage status changes and deal progression
Automate updates when deals move through stages, marking quotes and projects as completed or updated effortlessly.
🔌
Extend your workflow to additional apps
Connect your Bitrix24 and Insightly core flow with email, marketing, and messaging tools for a complete multi-step automation stack.
And much more...

Who is Bitrix24 + Insightly integration for?

Connecting Bitrix24 and Insightly helps operations, sales, and management teams eliminate manual data entry and keep pipelines synchronized.

Performance marketers
Performance marketers
Sales reps
Sales reps
Project managers
Project managers
Support leads
Support leads
Operations teams
Operations teams
Finance managers
Finance managers
📈
Performance marketers
You're running campaigns across multiple channels but your reporting sheet only updates when someone manually exports leads, so the row counts you're optimising against are always a few hours behind — with this integration, every new lead lands in the system instantly and your data stays current.
Sales reps
You need to act fast on incoming inquiries, but pipeline updates take too long to propagate between tools and you find out about prospects too late — with this integration, every new lead creates an instant opportunity so you can reach out first.
🤝
Project managers
You answer to clients who want to see progress on tasks and deals, but tracking information across disconnected platforms leaves gaps in your reporting — with this integration, every status update syncs automatically to give clients a clear view.
📊
Support leads
The volume of inquiries is too high for anyone to keep up by hand, leading to missed customer requests and delayed follow-ups — with this integration, every submission is captured and routed without manual intervention.
🔄
Operations teams
You own the next step in the workflow and depend on someone upstream to hand over customer data, but manual transfers cause bottlenecks — with this integration, handoffs happen automatically the moment an item is created.
🗂️
Finance managers
You need a reliable history of deals and transactions, but keeping records updated across multiple platforms always leaves gaps in your audit trail — with this integration, every record matches perfectly across systems.
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 Bitrix24 + Insightly

Build and manage your Bitrix24 + 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 Bitrix24 + 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 Bitrix24 to Insightly?
Frequently Asked Questions
You can connect Bitrix24 to Insightly in just one click using ready workflows or by using Integrately AI. You can also integrate tools like Salesforce, Slack, and Gmail.
Can I automatically create Insightly leads from Bitrix24?
Frequently Asked Questions
Can I connect Bitrix24, Insightly, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Bitrix24 and Insightly?
Frequently Asked Questions
How are leads handled when syncing Bitrix24 and Insightly?
Frequently Asked Questions
Can I update Insightly contacts when Bitrix24 records change?
Frequently Asked Questions
Do I need coding skills to automate Bitrix24 and Insightly?
Frequently Asked Questions
Is the Bitrix24 and Insightly integration free?
Frequently Asked Questions
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You Can Also Connect Bitrix24 or Insightly With 1500+ Other Apps

Bitrix24
Popular Bitrix24 Integrations
Connect Bitrix24 with project management, team collaboration, and reporting tools to streamline daily operations.
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Insightly
Popular Insightly Integrations
Sync Insightly with marketing platforms, billing software, and customer support channels to keep relationship data aligned.
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Insightly Integrations arrow right
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