Microsoft Teams + Insightly Integration

Integrate Insightly to Microsoft Teams in one click, or tell Integrately AI how you want each lead handled. Qualify prospects, update records, alert your team, and trigger follow-ups automatically.

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1.
  • Microsoft Teams
    Chat message is received in Microsoft Teams
  • Microsoft Teams
    Message posted in channel in Microsoft Teams
  • Microsoft Teams
    Channel is created in Microsoft Teams
  • Microsoft Teams
    New chat is created in Microsoft Teams
  • 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
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2.
  • Microsoft Teams
    Get chat message in Microsoft Teams
  • Microsoft Teams
    Search user in Microsoft Teams
  • Microsoft Teams
    Send channel message in Microsoft Teams
  • Microsoft Teams
    Send chat message in Microsoft Teams
  • Microsoft Teams
    Create channel in Microsoft Teams
  • Microsoft Teams
    Search channel in Microsoft Teams
  • Microsoft Teams
    Create online meeting in Microsoft Teams
  • Microsoft Teams
    Get user by ID in Microsoft Teams
  • 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

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Ready Workflows Ready Workflows for Insightly + Microsoft Teams Integration

Capture leads, post channel updates, alert your team, and track project milestones, all in just one click.

Most popular automationsmost-popular-automations
Insightly + Microsoft Teams Integration

Send Microsoft Teams message for new Insightly contact

Anytime a new contact is added to your Insightly, automatically send them a message through Microsoft Teams letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Insightly - Microsoft Teams integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Insightly + Microsoft Teams Integration

Send Microsoft Teams message for new Insightly task

With this Insightly - Microsoft Teams integration, whenever a new task is created in Insightly, message will be sent via Microsoft Teams. This ensures that everyone is kept up to date on the latest developments and can take appropriate action.

Plus, you can customize the message that is sent, so you can include any relevant information, like deadlines or assigned team members. As a result, this integration will help to improve communication and collaboration within your team, making it easier to get work done.
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Insightly + Microsoft Teams Integration

Send Microsoft Teams message for new Insightly opportunity

Whenever a new opportunity is created in your Insightly, you'll want to communicate with your team to make sure everyone is on the same page. Sending Microsoft Teams message ensures that everyone knows about the new opportunity and can provide input on the best way to move forward.

This not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more opportunitys. In short, this Insightly - Microsoft Teams integration is essential for any business to stay organized and ensure that the team is always aware of new opportunitys.
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Got a different task in mind? Describe it

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Connect more apps to your Insightly + Microsoft Teams flow

Connect your CRM and team communication workflows with email campaigns, project tasks, and documents. Pick a combination and activate it in one click.

Microsoft Teams
Insightly
+
HubSpotHubSpot (8)
+
MailchimpMailchimp (8)
+
SalesforceSalesforce (8)
+
AsanaAsana (8)
+
Google CalendarGoogle Calendar (8)
+
PandaDocPandaDoc (8)
I
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Add every new Insightly lead to HubSpot, and notify your sales team in Microsoft Teams
New Insightly leads appear in HubSpot instantly and your sales channel hears about it in Microsoft Teams.
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Log every new Insightly organisation in HubSpot, and alert your support team in Microsoft Teams
Insightly organisations synchronize to HubSpot automatically while Microsoft Teams keeps your team informed.
I
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When an Insightly opportunity is updated, update the HubSpot deal and post the change in Microsoft Teams
Opportunity updates in Insightly reflect in HubSpot deals immediately with Microsoft Teams updates.
I
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Create a HubSpot task for every Insightly task created, and confirm it in Microsoft Teams
Insightly tasks generate matching HubSpot tasks while Microsoft Teams confirms the task creation.
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If a new Insightly lead is enterprise tier, create a priority HubSpot contact and alert Microsoft Teams
High-value Insightly leads receive priority HubSpot records and immediate Microsoft Teams alerts.
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When an Insightly opportunity is marked closed won, update HubSpot and post to Microsoft Teams
Closed opportunities in Insightly update HubSpot deals and notify your revenue channel in Microsoft Teams.
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Use Claude to summarize Insightly leads, create HubSpot contacts, and brief your team in Microsoft Teams
AI-summarized Insightly leads populate HubSpot contacts and inform your Microsoft Teams channel.
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Turn every Insightly lead into a HubSpot contact, create an Asana task, and announce it in Microsoft Teams
Insightly leads create HubSpot contacts and Asana follow-up tasks while Microsoft Teams notifies the team.

Supported triggers and actions for Microsoft Teams and Insightly

Mix and match to build the exact automation you need

Microsoft Teams
Microsoft Teams Triggers & Actions
Chat message is received in Microsoft Teams
Triggers the automation when a chat message is received
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Message posted in channel in Microsoft Teams
Triggers the automation when a message needs to be sent via SMS
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Channel is created in Microsoft Teams
Triggers the automation when a new channel is created
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New chat is created in Microsoft Teams
Triggers the automation when a new conversation is initiated
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Get chat message in Microsoft Teams
Get chat message
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Search user in Microsoft Teams
Searches for a user
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Send channel message in Microsoft Teams
Sends a message to a channel
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Send chat message in Microsoft Teams
Sends a chat message to a recipient or group
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Create channel in Microsoft Teams
Creates a new channel
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Search channel in Microsoft Teams
Searches for a channel
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Create online meeting in Microsoft Teams
Schedules a new online meeting
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Get user by ID in Microsoft Teams
Retrieves user information using their id
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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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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 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
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Delete project in Insightly
Auomatically deletes a project
Try it →

What can you automate with Insightly + Microsoft Teams?

Streamline your CRM workflows and team communications with ready-made automation sequences.

What you can automate?
🚀
Sync new Insightly leads to Microsoft Teams instantly
Trigger instant Microsoft Teams channel notifications the moment a new lead or contact is created in Insightly. Eliminate manual checking and ensure your sales team responds immediately.
📋
Capture every submitted field and project detail
Map complete Insightly task data, organization profiles, and opportunity values directly into your Microsoft Teams messages. Keep your entire team fully informed without missing context.
🔔
Alert the right person as soon as events happen
Route specific Insightly opportunity updates and task creations to dedicated Microsoft Teams channels. Ensure the right department receives timely notifications without unnecessary noise.
🔀
Route workflows based on submitted lead fields
Apply conditional logic to direct enterprise Insightly leads to priority Microsoft Teams channels while standard inquiries go to general support. Tailor your communication automatically.
🔄
Keep your destination records continuously updated
Automatically propagate updates when an Insightly contact, organization, or project is modified. Maintain synchronized data across your CRM and communication workspaces.
🔍
Prevent duplicate records across your databases
Search existing Insightly records before creating new contacts or opportunities. Maintain a clean database by updating existing entries instead of generating duplicates.
🏁
Handle later status changes like closed won deals
Automate notifications and follow-up actions when Insightly opportunities reach closed won status or projects are marked complete. Celebrate team successes instantly.
🔌
Extend your workflow to trusted third-party apps
Connect your core Insightly and Microsoft Teams automation with popular tools like HubSpot or Asana. Build robust multi-step pipelines for complete business process coverage.
And much more...

Who is Insightly + Microsoft Teams integration for?

Connecting Insightly and Microsoft Teams streamlines collaboration across your sales and project management pipelines, ensuring your entire team stays informed and aligned in real time.

Performance Marketers
Performance Marketers
Sales Representatives
Sales Representatives
Account Managers
Account Managers
Support Teams
Support Teams
Project Managers
Project Managers
Operations Leads
Operations Leads
📈
Performance Marketers
You're reviewing lead generation metrics in Insightly, but your performance reports only reflect numbers after manual exports, so the row counts you're optimising against are always a few hours behind — with this integration, every new lead lands in your connected tools instantly and your data stays current.
Sales Representatives
You need to respond to incoming prospects the moment they express interest, but lead notifications get buried in crowded inboxes before anyone notices — automating both apps means every new lead triggers an instant Microsoft Teams alert so you can follow up while intent is highest.
🤝
Account Managers
You answer to clients who expect immediate updates on project milestones and task progress, but compiling status reports by hand takes hours away from client communication — connecting these apps means project updates flow straight into your team channels automatically.
🎧
Support Teams
The volume of incoming client requests and task submissions is too high for anyone to keep up with by hand, leading to missed tickets and delayed responses — automating these apps means every new task and ticket is logged and announced instantly without manual triage.
🔄
Project Managers
You own the delivery phase and depend on sales reps to hand over closed deals and project briefs, but critical details often get lost in translation between departments — with this integration, every opportunity update and project task is handed over with complete accuracy.
🗂️
Operations Leads
You need a reliable history of all customer interactions and project updates, but manual data entry inevitably leaves gaps in your audit logs — automating both apps means every record is captured cleanly and consistently without missing a single entry.
Our team

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Why choose Integrately to automate Microsoft Teams + Insightly

Build and manage your Microsoft Teams + 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 Microsoft Teams + 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 Insightly to Microsoft Teams?
Frequently Asked Questions
You can connect Insightly to Microsoft Teams in 1-click using ready templates on Integrately. Choose your triggers, link your accounts, and start automating your workflow instantly with Integrately AI.
Can I automatically send Microsoft Teams notifications when a new Insightly lead is created?
Frequently Asked Questions
Can I connect Insightly, Microsoft Teams, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for Insightly and Microsoft Teams?
Frequently Asked Questions
How does Insightly handle contact and lead synchronization here?
Frequently Asked Questions
How does Microsoft Teams handle incoming notification messages?
Frequently Asked Questions
Do I need coding skills to automate Insightly and Microsoft Teams?
Frequently Asked Questions
Is the Insightly and Microsoft Teams integration free?
Frequently Asked Questions
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You Can Also Connect Insightly or Microsoft Teams With 1500+ Other Apps

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Microsoft Teams
Popular Microsoft Teams Integrations
Sync Microsoft Teams with project management, calendar, and document apps to keep collaboration connected across your stack.