Insightly + WordPress Integration

Integrate Insightly to WordPress in one click, or tell Integrately AI how you want each lead handled. Create posts, update records, manage users, 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
    Project is created in Insightly
  • Insightly
    Opportunity is created in Insightly
  • Insightly
    Opportunity is updated in Insightly
  • WordPress
    Post is created in WordPress
  • WordPress
    User is created in WordPress
  • WordPress
    Post is updated in WordPress
  • WordPress
    Media is created in WordPress
  • WordPress
    Comment is created in WordPress
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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
  • WordPress
    Get post by ID in WordPress
  • WordPress
    Create post in WordPress
  • WordPress
    Update post in WordPress
  • WordPress
    Search post in WordPress
  • WordPress
    Create page in WordPress
  • WordPress
    Create user in WordPress
  • WordPress
    Update user in WordPress
  • WordPress
    Search user in WordPress
  • WordPress
    Upload media item in WordPress
  • WordPress
    Get media item by id in WordPress
  • WordPress
    Search category in WordPress
  • WordPress
    Create category in WordPress
  • WordPress
    Create tag in WordPress
  • WordPress
    Search tag in WordPress

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Ready Workflows Ready Workflows for Insightly + WordPress Integration

Capture leads, generate posts, update CRM records, notify your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
WordPress + Insightly Integration

Create Insightly contact for new WordPress user

If you're a business owner who uses WordPress to manage your website and Insightly to manage your customer data, you may be wondering how to get the two systems to work together. One way to do this is by using this integration that allows you to create contact in Insightly automatically every time a new user is added in WordPress.

Creating contact in Insightly this way is a great way to track website activity and engagement by each contact.
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WordPress + Insightly Integration

Create Insightly task for new WordPress post

Insightly and WordPress are both incredibly powerful tools on their own, but when you put them together, they're a force to be reckoned with.

When you create a post in WordPress, this integration will automatically create a task in Insightly so you can keep track of what you need to do.

This can help ensure that your post are properly prioritized and that you don't forget any important steps.
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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 Insightly + WordPress flow

Teams often connect spreadsheet logs, email campaigns, and chat alerts to keep every department aligned. Pick a combination and activate it in one click.

Insightly
WordPress
+
Google SheetsGoogle Sheets (4)
+
MailchimpMailchimp (4)
+
SlackSlack (4)
+
CalendlyCalendly (4)
+
TypeformTypeform (4)
+
StripeStripe (4)
I
W
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Create a WordPress post when a lead is created in Insightly, and log it in Google Sheets
New Insightly leads instantly turn into WordPress posts while logging all details in Google Sheets, removing manual tracking.
W
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Create an Insightly task from every WordPress post comment, and add a row in Google Sheets
Turn WordPress comments into actionable Insightly tasks while keeping a complete log in Google Sheets.
I
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When an Insightly task is created, update the WordPress post and log the update in Google Sheets
Keep your WordPress posts and Google Sheets logs automatically updated whenever a new Insightly task is created.
W
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Use ChatGPT to summarise new WordPress posts, create an Insightly task, and log it in Google Sheets
Generate AI summaries of WordPress posts, create follow-up tasks in Insightly, and save records in Google Sheets.

Supported triggers and actions for Insightly and WordPress

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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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
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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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WordPress
WordPress Triggers & Actions
Post is created in WordPress
Triggers the automation when a new post is created
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User is created in WordPress
Triggers the automation when a new user is created
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Post is updated in WordPress
Triggers the automation when a post is updated
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Media is created in WordPress
Triggers the automation when new media is created
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Comment is created in WordPress
Triggers the automation when a new comment is created for a particular story
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Get post by ID in WordPress
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Create post in WordPress
Creates and publish a new post
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Update post in WordPress
Updates the content of a post with new information
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Search post in WordPress
Searches and locate posts
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Create page in WordPress
Generates a new page for user input
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Create user in WordPress
Generates a new user account
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Update user in WordPress
Updates user information
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Search user in WordPress
Searches for a user
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Upload media item in WordPress
Uploads media file to the designated location
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Get media item by id in WordPress
Retrieves a media item using its id
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Search category in WordPress
Retrieves and find a category
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Create category in WordPress
Creates a new category for better organization
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Create tag in WordPress
Generates a new tag
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Search tag in WordPress
Searches for a tag
Try it →

What can you automate with Insightly + WordPress?

Streamline your customer relationship management and website publishing with powerful automated workflows.

What you can automate?
🔄
Sync Insightly leads to WordPress posts automatically
Turn every new lead created in Insightly into a published WordPress post without manual copy-pasting. Keep your website content updated the moment prospects arrive.
📋
Capture every submitted field in your database
Map all available form answers and contact details into separate records instead of missing custom fields. Your database becomes a comprehensive source for review.
🔔
Notify the right team member instantly
Send instant alerts to your staff via chat or email the moment a new comment or lead is created. Ensure immediate follow-up on high-value interactions.
🔀
Route records based on submitted criteria
Perform different actions depending on specific field values, such as tier selections or form categories. Direct leads to the correct pipeline automatically.
📝
Keep destination records up to date
Update existing posts and contact profiles whenever changes occur in your source system. Prevent outdated information from lingering in your workspace.
🔍
Search and update instead of creating duplicates
Check whether a contact or organization already exists before creating a new entry. Maintain a clean database free of redundant records.
💰
Handle later status changes and events
Trigger follow-up actions when opportunities close, payments succeed, or subscriptions renew. Keep your entire team aligned on lifecycle milestones.
📈
Extend your workflow with Google Sheets
Log every transaction or lead detail directly into Google Sheets while updating your CRM and website. Combine multiple tools into a unified pipeline.
And much more...

Who is Insightly + WordPress integration for?

Marketing teams and developers use this integration to connect their CRM data with live website content, eliminating manual data entry and keeping everything synchronized.

Performance marketers
Performance marketers
Sales reps
Sales reps
Project managers
Project managers
Customer support teams
Customer support teams
Content creators
Content creators
Operations managers
Operations managers
📈
Performance marketers
You're running campaigns across multiple channels but your tracking sheet only updates when someone manually exports leads, so the row counts you're optimising against are always a few hours behind — this integration means every new lead lands in the system instantly and your data stays current.
Sales reps
You need to follow up with prospects the moment they submit a form, but notification delays mean you find out too late — with this integration, every new lead creates an immediate task in your CRM and your response times drop.
📊
Project managers
You answer to stakeholders who want to see progress reports based on website engagement, but compiling the numbers manually takes hours every week — automations mean your project boards update automatically and status reviews are always ready.
🏢
Customer support teams
The volume of inquiries coming through your website is too high for anyone to keep up by hand, leading to missed tickets — this integration means every comment or submission generates a structured tracking record instantly.
🔄
Content creators
You own the publishing workflow and depend on someone upstream to hand over lead data before you can update pages — automating both apps means your posts and customer records sync without manual handoffs.
🗂️
Operations managers
You need a reliable history of all customer interactions across your CMS and CRM, but keep finding gaps where data wasn't copied over — connecting these apps means every submission and contact update is logged without exception.
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 + WordPress

Build and manage your Insightly + WordPress 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 + WordPress 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
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

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Highest Rated Integration Platform on G2
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Frequently Asked Questions

How do I connect Insightly to WordPress?
Frequently Asked Questions
You can connect Insightly to WordPress using 1-click automations on Integrately. Choose from 20 million+ ready templates or ask Integrately AI to build the workflow. You can also connect Google Sheets, Slack, Mailchimp, and 1,500+ other apps.
Can I automatically create WordPress posts from new Insightly leads?
Frequently Asked Questions
Can I connect Insightly, WordPress, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Insightly and WordPress?
Frequently Asked Questions
How does Insightly handle lead updates in automation workflows?
Frequently Asked Questions
Can WordPress post creation trigger tasks in Insightly?
Frequently Asked Questions
Do I need coding skills to automate Insightly and WordPress?
Frequently Asked Questions
Is the Insightly and WordPress 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 Insightly or WordPress With 1500+ Other Apps

Insightly
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WordPress
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Sync WordPress with marketing, e-commerce, and analytics tools to keep your digital platform operating smoothly.
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