INBOX + Insightly Integration

Integrate INBOX to Insightly in one click, or tell Integrately AI how you want each contact handled. Create contacts and leads, track relationships, monitor sales pipelines, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • INBOX
    Contact is added in INBOX Instant
  • INBOX
    Contact is unsubscribed in INBOX Instant
  • INBOX
    Contact is hard bounced in INBOX Instant
  • INBOX
    Contact reported spam in INBOX Instant
  • INBOX
    Contact is soft bounced in INBOX 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.
  • INBOX
    Create contact in INBOX
  • INBOX
    Search contact by email in INBOX
  • INBOX
    Update contact in INBOX
  • INBOX
    Create list in INBOX
  • 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 INBOX + Insightly Integration

Capture new contacts, update CRM records, organise sales pipelines, and monitor projects, all in just one click.

Most popular automationsmost-popular-automations
INBOX + Insightly Integration

Create Insightly contact for new INBOX contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Insightly contact and INBOX contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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INBOX + Insightly Integration

Create Insightly opportunity for new INBOX contact

This automation makes it easy to create new opportunitys in Insightly when a new contact is created in INBOX. Just connect your accounts, and every time a new contact is created in INBOX, a new opportunity will automatically be created in Insightly.

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
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INBOX + Insightly Integration

Create Insightly task for new INBOX contact

Insightly and INBOX are two powerful cloud-based tools that can be used to improve business productivity. Using this Insightly - INBOX integration, you can automatically create task in Insightly whenever a new contact is created in INBOX.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
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Insightly + INBOX Integration

Create INBOX contact for new Insightly contact

If you're using Insightly to manage your sales leads, it's important to also use INBOX to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Insightly, a corresponding contact will automatically be created in INBOX.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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  • 1of1
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 INBOX + Insightly flow

Send follow-up emails, sync marketing lists, manage CRM tasks, and schedule meetings right after your core automation runs. Pick a combination and activate it in one click.

INBOX
Insightly
+
GmailGmail (3)
+
MailchimpMailchimp (3)
+
HubSpotHubSpot (3)
+
CalendlyCalendly (3)
+
StripeStripe (3)
+
AsanaAsana (3)
I
I
G
Add every new INBOX contact to Insightly, and send a notification email in Gmail
New INBOX contacts appear in Insightly instantly while Gmail alerts your team, eliminating manual data entry.
I
I
G
When a task is created in Insightly, update the INBOX contact and send a confirmation in Gmail
Keep your INBOX contacts current whenever Insightly tasks are created and confirm the update via Gmail.
I
I
G
Use Claude to analyse INBOX contacts, create an Insightly lead, and email the brief in Gmail
Use Claude to evaluate INBOX contacts before creating Insightly leads and emailing summaries in Gmail.

Supported triggers and actions for INBOX and Insightly

Mix and match to build the exact automation you need

INBOX
INBOX Triggers & Actions
Instant
Contact is added in INBOX
Triggers the automation when a new contact is added
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Instant
Contact is unsubscribed in INBOX
Triggers the automation when a contact unsubscribes from a mailing list
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Instant
Contact is hard bounced in INBOX
Triggers the automation when a contact email bounces due to invalidity
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Instant
Contact reported spam in INBOX
Triggers the automation when a contact is marked as spam
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Instant
Contact is soft bounced in INBOX
Triggers the automation when a contact email address bounces due to temporary issues
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Create contact in INBOX
Adds a new contact to the contact list
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Search contact by email in INBOX
Finds and retrieves contact information using their email address
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Update contact in INBOX
Updates contact information
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Create list in INBOX
Generates a new list
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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
Try it →
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 INBOX + Insightly?

Eliminate manual data transfers and keep your marketing lists and sales CRM perfectly synchronised.

What you can automate?
🔄
Sync INBOX contacts to Insightly automatically
Create a new contact in Insightly the moment someone is added in INBOX. Eliminate manual exports and keep your sales pipeline updated in real time.
📋
Capture every submitted contact detail
Map all available INBOX subscriber fields into Insightly contact records instead of just names and emails. Your CRM becomes a richer resource for sales outreach.
🔔
Alert your team instantly on new signups
Trigger instant team notifications whenever a high-value contact is added in INBOX or an Insightly opportunity is updated, ensuring fast response times.
🔀
Route contacts based on submitted data
Send leads to different Insightly pipelines or update specific INBOX lists depending on the answers and criteria submitted by your subscribers.
🔄
Keep contact records updated as changes occur
Automatically update existing contact records in Insightly when subscriber details change in INBOX, preventing outdated information in your database.
🔍
Search and update instead of creating duplicates
Check if a contact already exists in Insightly before creating a new entry, keeping your CRM database clean and free of duplicate records.
💳
Handle later pipeline and project changes
Trigger automated workflows in Insightly whenever project milestones, tasks, or opportunities are updated or closed.
🔌
Extend your workflow to other business tools
Connect INBOX and Insightly with supporting apps like Gmail, Mailchimp, HubSpot, Calendly, Stripe, or Asana to run multi-step operations.
And much more...

Who is INBOX + Insightly integration for?

Email marketers, sales professionals, and CRM managers who need to connect campaign contacts directly to customer relationships and sales pipelines without manual data entry.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Account managers
Account managers
Operations directors
Operations directors
Customer success leads
Customer success leads
Data administrators
Data administrators
📈
Performance marketers
You're running email campaigns in INBOX but your sales tracking in Insightly only updates when someone manually exports lists, so the subscriber counts you're optimising against are always outdated — automating both apps means every new contact lands in your CRM instantly and your pipeline stays current.
Sales representatives
You need to act fast when prospects sign up, and you find out too late because contact details sit trapped in marketing software — with this integration, every new signup creates an Insightly record immediately so you can reach out while interest is high.
🤝
Account managers
You answer to clients who want to see pipeline progress and marketing engagement combined in one place, but manual reporting creates constant delays — connecting these apps means your CRM and email data stay perfectly aligned for client reviews.
📊
Operations directors
The volume of inbound subscribers is too high for anyone to keep up by hand, leading to missed leads and lost customer data — automating both apps means every contact transfers securely between INBOX and Insightly without human error.
🔄
Customer success leads
You own the onboarding stage and depend on marketing campaigns to hand over accurate contact details, but manual handoffs cause communication gaps — this integration means every new subscriber flows straight into your CRM for seamless onboarding.
🗂️
Data administrators
You need a reliable history of all customer interactions and keep finding gaps where campaign contacts failed to reach the CRM — automating both apps means your database maintains a complete and unbroken record of every subscriber.
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 INBOX + Insightly

Build and manage your INBOX + 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 INBOX + 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 INBOX to Insightly?
Frequently Asked Questions
You can connect INBOX to Insightly in 1 click using ready templates on Integrately, or use Integrately AI to build custom workflows linking Gmail, Mailchimp, HubSpot, and 1,500+ other apps.
Can I automatically sync INBOX contacts to Insightly CRM?
Frequently Asked Questions
Can I connect INBOX, Insightly, and Gmail?
Frequently Asked Questions
What is a good Zapier alternative for INBOX and Insightly?
Frequently Asked Questions
How does INBOX data sync with Insightly?
Frequently Asked Questions
Can I update Insightly tasks and records from INBOX events?
Frequently Asked Questions
Do I need coding skills to automate INBOX and Insightly?
Frequently Asked Questions
Is the INBOX 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 INBOX or Insightly With 1500+ Other Apps

INBOX
Popular INBOX Integrations
Connect INBOX with email marketing, form builders, and subscriber tools to capture and nurture your audience effectively.
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Insightly
Popular Insightly Integrations
Sync Insightly with project management, invoicing, and support desk tools to keep customer relationships working across your stack.
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