Integrations

Seamlessly connect your CRM and Project Management to popular online applications like Google Calendar, Gmail, and Docs, Outlook 2013, MailChimp, Evernote, Box, Dropbox, QuickBooks Online and more.

denotes an extension made in-house by Insightly

Accounting

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QuickBooks Online

View any customer payment status and history within Insightly via the QuickBooks Online tab.

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Xero

Xero integration gives you a complete picture of your business from early prospect communication, through the sales process to invoicing and payments.

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Customer Service & Support

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SupportBee

SupportBee is bringing a fresh, new approach to customer support enabling anyone in the company to turn a trouble ticket into a customer success.

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Data Migration/Data Management

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Data2CRM

Data2CRM migrates your client information, opportunities, communication history and other data into Insightly.

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Dedupely

Dedupely safely de-duplicates your Insightly contacts.

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Import2

Import2 provides quick and hassle free migrations into Insightly from any CRM.

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Neatly

All of your business data, under one roof.

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PieSync

PieSync syncs your Insightly contacts bidirectionally with your Google Contacts, MailChimp contacts, ActiveCampaign contacts or Campaign Monitor Contacts.

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Document Management

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Box

Link your files from Box into Insightly under contacts, organizations, opportunities and projects.

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Dropbox

Link your files from Dropbox into Insightly under contacts, organizations, opportunities and projects.

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Google Drive

Link all files stored in Google drive to your Insightly contacts, organizations, opportunities and projects.

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OneDrive

You can easily link Microsoft OneDrive files to your Insightly records. This file management option can help you keep track of files related to your customers in Insightly, whether you use Microsoft Office Online or upload and sync your files directly to OneDrive.

Email/Marketing

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Gmail

With our world famous Insightly Sidebar we created a seamless Gmail CRM connection to give you the best of both worlds. Now, you can save any email to Insightly in just one click – right from within the email message you can create a new task, an opportunity, an associated project or an event in Insightly.

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Boomerang

Schedule emails to send later, snooze messages, track email opens, be automatically reminded to follow up with people who haven’t responded to your emails, and with Boomerang Premium you can automatically log every email you send into Insightly.

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DirectIQ

Easy, intelligent and beautiful. A new email marketing platform you‘ll fall in love with! Sign-up and start sending for free!

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ininbox

Finally, email marketing for small businesses! INinbox makes marketing automation easy!

MailChimp

Need to send an email or create a drip campaign to 1000 of your closest “friends”? Try MailChimp!

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Productivity/Workflow

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Automate.io

Connect Insightly with all your other apps. Create Workflows across your apps. Automate Work.

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Evernote

Evernote fits right into your existing Insightly workflow, and you can easily link your Evernote items directly to an Insightly contact, organization, opportunity, or project.

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Flow XO

Build automated sales and marketing workflows on top of your existing cloud apps.

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Google Calendar

Users with paid Insightly accounts can sync Insightly events, tasks, and milestones into the Google Apps Calendar.

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Hubstaff

Hubstaff is a time tracking platform that integrates with Insightly tasks to show you how much time each task is taking in real time.

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Ninja Forms

Create contacts, opportunities, projects, tasks, and notes from a form using Ninja Forms for WordPress.

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TimeCamp

TimeCamp is an easy, automatic time tracking and invoicing app. It provides time allocation data for employees, clients, tasks and projects.

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Zapier

Zapier automates workflows between Insightly and 600 apps so you never have to manually import or export contacts, tasks, and opportunities again.

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Reporting

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Microsoft Power BI

Microsoft Power BI is a free reporting tool that offers visualization and reporting tools to analyze your CRM data in new ways, including funnel charts, geomapping, and calculated fields.

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Sales

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Facebook Lead Ads

Facebook Lead Ads, a product in the Facebook Advertising Platform, helps you attract new leads from a wider pool.

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Hangouts

If you use Google+, then you may be familiar with Hangouts, the video and voice chat service from Google which also allows you to make phone calls. WIth our integration to Google+ Hangouts you can initiate a voice or video call directly from your Contacts page in Insightly.

PandaDoc

Create, track, and esign your docs all in one place with PandaDoc’s stellar esignature application. Automate your workflow, discover what sells with built-in analytics, and get legally binding signatures in minutes.

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Plus23

Plus23 is a online proposal web-app with collaboration. It gives teams the ability to create proposals and collaboration with the prospect inside the proposal.

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Proposable

Create and deliver polished sales proposals in minutes with Proposable!

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Quotient

Quotient is super-intuitive online quoting and proposal software that lets you create, send and manage your quotes. Integrate Quotient with Insightly Contacts and capture customer communications.

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Wishpond

Use Wishpond’s lead generation tools to easily capture new leads and contacts using landing pages, popups, forms and contests.

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