Insightly + YouTube Integration
Integrate Insightly to YouTube in one click, or tell Integrately AI how you want each project handled. Track channel videos, create matching projects, notify your team, and log details automatically.
Free forever.Use premium features free for 14 days.1.
Task is created in Insightly- Lead is created in Insightly
- Lead is updated in Insightly
- Organisation is added in Insightly
- Organisation is updated in Insightly
- Contact is updated in Insightly
- Contact is created in Insightly
- Opportunity is created in Insightly
- Project is created in Insightly
- Opportunity is updated in Insightly
Video is created in channel in YouTube- Video is created in YouTube
- Video is created by search in YouTube
- Video is added in playlist in YouTube
- Comment is added to video in YouTube
- Comment is added in channel in YouTube
2.
- Get opportunity by ID in Insightly
- Get organization by ID in Insightly
- Update opportunity in Insightly
- Get task by ID in Insightly
- Update Contact in Insightly
- Update task in Insightly
- Create contact in Insightly
- Search contact in Insightly
- Create opportunity in Insightly
- Create lead in Insightly
- Search lead in Insightly
- Create task in Insightly
- Search user in Insightly
- Create organisation in Insightly
- Search organisation in Insightly
- Create project in Insightly
- Search project in Insightly
- Get contact by id in Insightly
- Search opportunity in Insightly
- Delete opportunity in Insightly
- Link objects in Insightly
- Get project by ID in Insightly
- Update project in Insightly
- Delete project in Insightly
- Upload video in YouTube
- Update video details in YouTube
- Reply to comment in YouTube
Trusted by experts at...
Ready Workflows for Insightly + YouTube Integration
Create projects from new videos, track channel comments, log details, and alert your team, 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 + YouTube flow
Notify your team about new video projects, email stakeholders, and store production files across your workflow. Pick a combination and activate it in one click.
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Gmail (2)
Gmail (2) +
Mailchimp (2)
Mailchimp (2) +
Slack (2)
Slack (2) +
Google Drive (2)
Google Drive (2) +
Calendly (1)
Calendly (1) +
Zoom (1)
Zoom (1) Y
I
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Create an Insightly project for every new YouTube video and email the details via Gmail
New YouTube videos automatically generate projects in Insightly while Gmail sends an email update, keeping your production and CRM aligned without manual effort.
Y
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When a comment is added to a YouTube video, create an Insightly task and email the update in Gmail
YouTube video comments instantly create actionable Insightly tasks and trigger Gmail email alerts, ensuring community engagement is never missed.
Supported triggers and actions for Insightly and YouTube
Mix and match to build the exact automation you need
Insightly Triggers & Actions
YouTube Triggers & Actions
Video is created in channel in YouTube
Triggers the automation when a video is uploaded to the particular channel
Try it → Video is created by search in YouTube
Triggers the automation when a video is created based on a search
Try it → Video is added in playlist in YouTube
Triggers the automation when a video is added to a playlist
Try it → Comment is added to video in YouTube
Triggers the automation when a comment is added to a video
Try it → Comment is added in channel in YouTube
Triggers the automation when a comment is added in a channel
Try it → What can you automate with Insightly + YouTube?
Streamline your video production tracking and CRM pipelines by connecting content creation directly to your business processes.
🚀
Create Insightly projects from YouTube videos automatically
Trigger a new project in Insightly the moment a video is created in channel in YouTube. Eliminate manual data entry and keep your team focused on content.
📝
Capture every submitted comment field into tasks
Map all available YouTube comment details into separate Insightly task fields instead of basic summaries. Your CRM records become much more actionable.
🔔
Notify the right team member instantly
Send alerts the second a new video or comment is logged in your workflow. Keep stakeholders informed without switching between platforms.
🔀
Route records based on video metadata
Perform different actions in Insightly depending on specific tags or keywords submitted in your YouTube video details.
🔄
Keep your CRM records completely up to date
Automatically update existing Insightly contacts and projects when video details change on YouTube, maintaining data integrity.
🔍
Search and update instead of creating duplicates
Check if an Insightly record already exists before creating a new one, keeping your database clean and organized.
⏱️
Handle later status changes and updates
Modify project stages in Insightly when video statuses or playlist assignments change over time.
🔗
Extend your workflow to Gmail and Slack
Connect your core Insightly and YouTube automation with Gmail or Slack to send follow-up emails and team notifications seamlessly.
And much more...
Who is Insightly + YouTube integration for?
Teams managing video content alongside client relationships and sales pipelines benefit from automating their publishing workflows and CRM updates without manual entry.
Marketing managers
Video producers
Sales representatives
Project coordinators
Account managers
Operations leads
📈
Marketing managers
You're tracking channel engagement in YouTube while manually updating your CRM pipelines in Insightly, but the records are always out of date — this integration means every new video upload creates project entries instantly and your pipeline stays accurate.
🎬
Video producers
You need to act fast when viewer comments arrive and coordinate follow-up tasks in Insightly, but manual copying causes severe delays — automating both apps means every comment triggers actionable tasks immediately and response times improve.
💼
Sales representatives
You answer to external stakeholders who want to see campaign progress and video milestones, but assembling reports by hand takes hours — connecting these apps means project milestones sync automatically and reports are always up to date.
🗂️
Project coordinators
The volume of new video content is too high for anyone to keep up with by hand in Insightly, so production tracking falls behind — with this integration, every new upload logs project data effortlessly and nothing gets missed.
🤝
Account managers
You own client onboarding and depend on upstream video publishing workflows to kick off tasks in Insightly, but manual handoffs cause bottlenecks — automating both apps means project creation flows seamlessly from published media.
⚙️
Operations leads
You need a reliable history of content publishing and CRM interactions but keep finding gaps in your logs, leading to audit issues — this integration means every event writes complete data records automatically.
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 + YouTube
Build and manage your Insightly + YouTube automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Insightly + YouTube 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
2
Connect Accounts
3
Automation is ready
Connect Insightly + YouTube Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Insightly to YouTube?
You can connect Insightly to YouTube instantly using 1-click workflows on Integrately. Choose a ready template or ask Integrately AI to build your custom automation connecting Gmail, Slack, and 1,500+ other apps.
Can I automatically create Insightly projects from new YouTube videos?
Can I connect Insightly, YouTube, and Slack?
What is a good Zapier alternative for Insightly and YouTube?
How does Insightly handle data syncing with YouTube?
Can YouTube comments trigger Insightly tasks?
Do I need coding skills to automate Insightly and YouTube?
Is the Insightly and YouTube integration free?
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