Insightly + Smartsheet Integration

Integrate Insightly to Smartsheet in one click, or tell Integrately AI how you want each contact handled. Map contact details, update your sheets, alert your team, and trigger follow-ups automatically.

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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
  • Smartsheet
    Row is added in Smartsheet
  • Smartsheet
    Row is updated in Smartsheet
  • Smartsheet
    Attachment is added in Smartsheet
  • Smartsheet
    Comment is added in Smartsheet
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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
  • Smartsheet
    Add attachment to row in Smartsheet
  • Smartsheet
    Search row in Smartsheet
  • Smartsheet
    Update row in Smartsheet
  • Smartsheet
    Add row in Smartsheet
  • Smartsheet
    Send row in Smartsheet
  • Smartsheet
    Copy row in Smartsheet
  • Smartsheet
    Move row in Smartsheet
  • Smartsheet
    Add discussion to row in Smartsheet
  • Smartsheet
    Create sheet from a template in Smartsheet
  • Smartsheet
    Share sheet in Smartsheet
  • Smartsheet
    Create sheet from existing sheet in Smartsheet
  • Smartsheet
    Send sheet in Smartsheet
  • Smartsheet
    Create workspace in Smartsheet
  • Smartsheet
    Copy workspace in Smartsheet
  • Smartsheet
    Share workspace in Smartsheet
  • Smartsheet
    Copy folder in Smartsheet

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Ready Workflows Ready Workflows for Insightly + Smartsheet Integration

Capture leads, update rows, organise projects, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Smartsheet + Insightly Integration

Create Insightly contact for new Smartsheet row

Automatically creating Insightly contact records for new Smartsheet row entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!
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Insightly + Smartsheet Integration

Create Smartsheet row for new Insightly contact

When a new contact is created in your Insightly, you can automatically create a row for them in your Smartsheet. This way, you'll always have up-to-date information on your contacts and can easily track their progress. Plus, you won't have to manually enter data into multiple systems - it will all be taken care of automatically.

So go ahead and set up this integration - it will make your life much easier!
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  • 1of2
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 Insightly + Smartsheet flow

Sync your contact details to CRM pipelines, notify team channels, and log project files. Pick a combination and activate it in one click.

Insightly
Smartsheet
+
SalesforceSalesforce (4)
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HubspotHubspot (4)
+
SlackSlack (4)
+
GmailGmail (4)
+
Google DriveGoogle Drive (4)
+
DocuSignDocuSign (4)
I
S
S
Add every new Insightly contact to your Smartsheet base, and create a contact in Salesforce.
New Insightly contacts appear in Smartsheet within seconds and register as a contact in Salesforce, so your records stay fully aligned across platforms.
I
S
S
When an Insightly lead is created, add a row in Smartsheet and create a task in Salesforce.
Capture new Insightly leads directly in Smartsheet while assigning a follow-up task in Salesforce without manual intervention.
I
S
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When an Insightly opportunity is updated, update the matching Smartsheet row and update the opportunity in Salesforce.
Keep pipeline changes synchronized between Insightly, Smartsheet, and Salesforce automatically.
I
S
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Use Claude to analyse new Insightly leads, add them to Smartsheet, and create a prioritized record in Salesforce.
Use AI to evaluate Insightly leads before logging them in Smartsheet and creating high-priority records in Salesforce.

Supported triggers and actions for Insightly and Smartsheet

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
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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
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Smartsheet
Smartsheet Triggers & Actions
Row is added in Smartsheet
Triggers the automation when a new row is added to a spreadsheet
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Row is updated in Smartsheet
Triggers the automation when a row is updated
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Attachment is added in Smartsheet
Triggers the automation when a new attachment is added
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Comment is added in Smartsheet
Triggers the automation when a comment is added
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Add attachment to row in Smartsheet
Attaches a file to a row
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Search row in Smartsheet
Searches and retrieve a row of data within a dataset
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Update row in Smartsheet
Updates a specified row in a spreadsheet or database
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Add row in Smartsheet
Adds a new row to the particular spreadsheet
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Send row in Smartsheet
Sends a row
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Copy row in Smartsheet
Duplicates a row of data within a spreadsheet
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Move row in Smartsheet
Relocates a selected row of data to a new position within the spreadsheet
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Add discussion to row in Smartsheet
Adds a discussion thread to a row
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Create sheet from a template in Smartsheet
Creates a new sheet from a template
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Share sheet in Smartsheet
Shares a sheet
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Create sheet from existing sheet in Smartsheet
Creates a new sheet based on an existing one
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Send sheet in Smartsheet
Sends a sheet
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Create workspace in Smartsheet
Creates a new workspace
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Copy workspace in Smartsheet
Duplicates a workspace to create a new identical workspace
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Share workspace in Smartsheet
Shares a workspace
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Copy folder in Smartsheet
Duplicate a folder and all its contents
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What can you automate with Insightly + Smartsheet?

Streamline your business operations by connecting Insightly and Smartsheet for real-time data sync, automated updates, and seamless team collaboration.

What you can automate?
📋
Sync new Insightly contacts to Smartsheet rows
Create a Smartsheet row automatically whenever a new contact is created in Insightly. Eliminate manual data transfer and keep your operational databases instantly aligned.
📝
Capture every submitted contact and lead field
Map all available Insightly lead and contact fields into separate Smartsheet columns instead of basic summaries. Your project sheet becomes a comprehensive resource for review and execution.
🔔
Alert your team instantly on new records
Notify your team the moment a new task or project is created in Insightly and logged in Smartsheet. Ensure rapid response times across all departments without checking multiple dashboards.
🔀
Route data based on submitted field values
Execute different follow-up actions depending on specific criteria submitted in Insightly leads or opportunities. Direct high-value deals to priority project sheets automatically.
🔄
Keep project destinations up to date
Update existing Smartsheet rows automatically whenever organization details, tasks, or opportunities change in Insightly. Maintain absolute accuracy across all tracking sheets.
🔍
Prevent duplicate records during sync
Search existing rows before adding new data to ensure your Smartsheet databases remain clean and free from duplicate entries.
📊
Handle later status changes and milestones
Update Smartsheet rows when Insightly opportunities or projects reach closed won, completed, or updated stages. Keep your historical tracking accurate and up to date.
💬
Extend your workflow to messaging tools
Connect your Insightly and Smartsheet automation to Slack or Gmail to notify stakeholders or send automated client communications the moment records sync.
And much more...

Who is Insightly + Smartsheet integration for?

Operations managers, sales leaders, and project teams rely on this integration to eliminate manual data entry, keep project sheets current, and align CRM pipelines.

Operations managers
Operations managers
Sales executives
Sales executives
Project coordinators
Project coordinators
Support teams
Support teams
Account managers
Account managers
Finance leads
Finance leads
📈
Operations managers
You're tracking client pipelines in Insightly but updating project sheets by hand, so the status counts you review are always outdated — automating both apps means every contact and task lands in your sheet instantly and your tracking stays current.
Sales executives
You manage incoming prospects in Insightly while your project team works out of Smartsheet, so urgent lead details reach project boards too late — connecting these apps means every new lead triggers immediate row updates so you never miss a follow-up window.
📊
Project coordinators
You coordinate client deliverables across multiple project boards while sales teams log deals in Insightly, leaving you to chase manual handoffs — automating both apps means every project status change syncs instantly and your milestone tracking stays accurate.
📥
Support teams
You handle high volumes of customer inquiries and tasks in Insightly that need logging in tracking sheets, but manual entry cannot keep up with peak volume — with this integration, every new task populates your sheets automatically without backlogs.
🤝
Account managers
You depend on sales colleagues to hand over closed account details from Insightly before you can build tracking sheets, causing frustrating delays — this integration means account records transfer instantly the moment an opportunity closes.
🗂️
Finance leads
You rely on accurate historical records for revenue reporting but keep finding gaps between CRM pipelines and project sheets — automating both apps means your records remain complete, audited, and error-free across all databases.
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 + Smartsheet

Build and manage your Insightly + Smartsheet 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 + Smartsheet 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 Smartsheet?
Frequently Asked Questions
You can connect Insightly to Smartsheet in one click using pre-built templates or ask Integrately AI to build the workflow. It links seamlessly with tools like Salesforce, HubSpot, and Slack.
Can I automatically create a Smartsheet row when a new contact is added in Insightly?
Frequently Asked Questions
Can I connect Insightly, Smartsheet, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Insightly and Smartsheet?
Frequently Asked Questions
How does Insightly handle contact data when syncing to Smartsheet?
Frequently Asked Questions
Can I update Smartsheet rows when Insightly opportunities change?
Frequently Asked Questions
Do I need coding skills to automate Insightly and Smartsheet?
Frequently Asked Questions
Is the Insightly and Smartsheet integration free?
Frequently Asked Questions
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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 Insightly or Smartsheet With 1500+ Other Apps

Insightly
Popular Insightly Integrations
Connect Insightly to marketing platforms, email tools, and helpdesks to manage customer relationships and follow-ups.
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Smartsheet
Popular Smartsheet Integrations
Sync Smartsheet with project management, reporting, and accounting tools to keep operational data working across your stack.