Drift + Insightly Integration

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Email is identified in Drift Instant
User reached goal in Drift Instant
New Conversation is started in Drift Instant
Conversation is pushed in Drift Instant
Message is created in Drift 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
Opportunity is created in Insightly
Project is created in Insightly
Opportunity is updated in Insightly

Create Contact in Drift
Update Contact in Drift
Update contact via non-Drift Id in Drift
Search contact by email in Drift
Create Timeline Event in Drift
Create Conversation in Drift
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

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Create Drift user for new Insightly contact

Insightly + Drift Integration

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Supported triggers and actions for Drift and Insightly

Mix and match to build the exact automation you need

Drift Triggers & Actions

Instant

Email is identified in Drift

Triggers the automation when email address of any lead is captured

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Instant

User reached goal in Drift

Triggers the automation when the user reaches a particular goal

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Instant

New Conversation is started in Drift

Triggers the automation when a new conversation is initiated

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Instant

Conversation is pushed in Drift

Triggers the automation when a conversation is pushed to another user or team

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Instant

Message is created in Drift

Triggers the automation when a new message is created

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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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And much more...

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Why choose Integrately to automate Drift + Insightly

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

1,500+ apps connected

Connect Drift + 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.