

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.
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Ready 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.
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.


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Salesforce (3)
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HubSpot (3)
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Slack (3)
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Mailchimp (3)
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Google Sheets (3)
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Asana (3)
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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.
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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.
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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
What can you automate with Insightly + Mention?
Streamline your brand monitoring and CRM workflows with powerful automated triggers and actions.
🎯
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
Sales development reps
Account managers
High-volume support teams
Operations coordinators
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.

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
Connect Insightly + Mention 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.
How Integrately Works?
1
Select Automation
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Connect Accounts
3
Automation is ready
Connect Insightly + Mention Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Insightly to Mention?
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?
Can I connect Insightly, Mention, and Slack?
What is a good Zapier alternative for Insightly and Mention?
How are contacts updated between Insightly and Mention?
Can I trigger alerts in Mention when Insightly leads are created?
Do I need coding skills to automate Insightly and Mention?
Is the Insightly and Mention integration free?
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?
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