Insightly + Mention Integration

Integrate Insightly to Mention in one click, or tell Integrately AI how you want each lead handled. Capture brand mentions, create leads, update contacts, 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.
  • 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
  • Mention
    Alert is added in Mention
  • Mention
    Mention is created in Mention
Arrow Right
2.
  • 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
  • Mention
    Create alert in Mention

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Ready WorkflowsReady Workflows   for Insightly + Mention Integration

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

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Insightly + Mention flow

Bring CRM, messaging, marketing, and spreadsheet tools into your brand monitoring pipeline to streamline your team's follow-ups. Pick a combination and activate it in one click.

Insightly
Mention
+
SalesforceSalesforce (3)
+
HubSpotHubSpot (3)
+
SlackSlack (3)
+
MailchimpMailchimp (3)
+
Google SheetsGoogle Sheets (3)
+
AsanaAsana (3)
M
I
S
When a Mention is created in Mention, create a lead in Insightly and create a lead in Salesforce.
Every brand mention captured in Mention immediately creates a lead in Insightly and syncs it straight into Salesforce.
I
M
S
When a Lead is created in Insightly, create an alert in Mention and update the lead in Salesforce.
New Insightly leads trigger a monitoring alert in Mention and update your records in Salesforce.
I
M
S
If an Insightly lead is updated, create an alert in Mention and update the contact in Salesforce.
Updated lead details in Insightly trigger a Mention alert and update your contact records in Salesforce.

Supported triggers and actions for Insightly and Mention

Mix and match to build the exact automation you need

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
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
Try it →
Delete project in Insightly
Auomatically deletes a project
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Mention
Mention Triggers & Actions
Alert is added in Mention
Triggers the automation when a new alert is created
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Mention is created in Mention
Triggers the automation when a keyword or mention is detected
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Create alert in Mention
Generates alerts based on particular conditions
Try it →

What can you automate with Insightly + Mention?

Streamline your brand monitoring and CRM workflows with powerful automated triggers and actions.

What you can automate?
🎯
Capture brand mentions as leads instantly
Automatically create a new lead or contact in Insightly the moment a brand mention is detected in Mention. Eliminate manual data entry and reach prospects faster.
📋
Capture every submitted field and detail
Map all available mention details, source metadata, and contact attributes directly into your Insightly records instead of just basic names and emails.
🔔
Notify the right team member immediately
Trigger instant team notifications in Slack or email whenever a high-impact brand mention or high-value lead arrives in your system.
🔀
Route records based on submitted data
Set up conditional rules to send enterprise mentions to senior sales reps while standard inquiries route to your general support queue.
🔄
Keep CRM data up to date as things change
Automatically update existing contacts, tasks, or opportunities in Insightly whenever brand sentiment or tracking parameters shift in Mention.
🛡️
Add or update instead of creating duplicates
Search for existing contact and organization records before creating new entries, keeping your Insightly database clean and organized.
⏱️
Handle later status changes and follow-ups
Manage project milestones, opportunity stages, and task completions across your workflow as deals progress from initial mention to closed-won.
🔗
Extend your workflow to external apps
Connect your core Insightly and Mention workflow with Google Sheets, Slack, or Mailchimp to build robust multi-step automation pipelines.
And much more...

Who is Insightly + Mention integration for?

Marketing and sales teams connecting brand monitoring with CRM pipelines to eliminate manual data entry and accelerate follow-ups.

Performance marketers
Performance marketers
Sales development reps
Sales development reps
Account managers
Account managers
High-volume support teams
High-volume support teams
Operations coordinators
Operations coordinators
CRM database administrators
CRM database administrators
📈
Performance marketers
You're running brand campaigns across web channels but your tracking sheet only updates when someone manually exports lead data, so the conversion counts you're optimising against are always hours behind — with this integration, every new lead lands in the system instantly and your data stays current.
Sales development reps
You need to act fast on incoming brand inquiries, but finding out about new prospects hours after they mention your company means competitors reach them first — with this integration, every task and contact syncs immediately so you can engage prospects while interest is high.
🤝
Account managers
You answer to stakeholders who want immediate visibility into brand sentiment and pipeline growth, but manual reporting leaves gaps in your client updates — automating both apps means your records update continuously and stakeholders always see accurate progress.
📊
High-volume support teams
The volume of online brand mentions and customer inquiries is too high for anyone to keep up by hand, leading to missed opportunities and lost customer tickets — connecting these apps means every mention flows into your CRM automatically and nothing gets left behind.
🔄
Operations coordinators
You own the handoff between brand monitoring and CRM pipeline management, but relying on manual copy-pasting creates bottlenecks in your daily workflow — this integration means tasks and leads flow seamlessly across platforms without administrative lag.
🗂️
CRM database administrators
You need a reliable customer history in Insightly, but disconnected brand tracking tools keep leaving incomplete records in your database — automating both apps means every contact and lead populates accurately with zero missing details.
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 Insightly + Mention

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

1,500+ apps connected
1,500+ apps connected
Connect Insightly + Mention 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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Frequently Asked Questions

How do I connect Insightly to Mention?
Frequently Asked Questions
You can connect Insightly to Mention in 1 click using ready-made templates on Integrately. Simply select your automation, authenticate both accounts, and let Integrately AI handle the setup.
Can I automatically turn brand mentions into Insightly leads?
Frequently Asked Questions
Can I connect Insightly, Mention, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Insightly and Mention?
Frequently Asked Questions
How are contacts updated between Insightly and Mention?
Frequently Asked Questions
Can I trigger alerts in Mention when Insightly leads are created?
Frequently Asked Questions
Do I need coding skills to automate Insightly and Mention?
Frequently Asked Questions
Is the Insightly and Mention integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
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Want to automate something else in your workflow?

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

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