Insightly CRM Integrations

Stay connected to the tools you already use.

PandaDoc

Reduce sales down-time and close deals faster with Insightly CRM and PandaDoc

Zapier

Integrate Insightly with hundreds of other apps to automate your work

Dropbox

Link your DropBox files to any contact, organization, opportunity or project right from within Insightly

Box

Link your Box files to any contact, organization, opportunity or project right from within Insightly

Google Drive

Link files on your Google Drive to any contact, organization, opportunity or project right from within Insightly

OneDrive

Link files on your OneDrive to any contact, organization, opportunity or project right from within Insightly

Evernote

Link your Evernote files to clients and projects right from within Insightly

Data2CRM

Migrate your data from any CRM to Insightly CRM

Import2

Automatically download full sales activity history from your existing CRM into Insightly.

automate.io

Integrate Insightly CRM with all your favorite apps

Ninja Forms

Connect your WordPress forms and Insightly CRM to accelerate sales

HubStaff

Automate time tracking for tasks in Insightly

Timecamp

Automate time tracking for tasks and projects in Insightly

Lead Liaison

Easily create new lead records in Insightly from multiple areas in Lead Liaison

Proposable

Integrate Insightly and Proposable and automatically create opportunities when a proposal is sent

Proposify

Proposify automatically creates and updates opportunities in Insightly CRM

Quotient

Automatically send New Quote emails and Quote Acceptance emails directly into an Insightly Contact

SupportBee

Automatically update contact records in Insightly with support and ticket information from Support Bee

Toky

Automatically log inbound and outbound calls, record them and click to call inside Insightly

Kixie

Automatically log all calls with lifetime call recordings inside of Insightly, with Kixie

Everhour

Add how much time your sales team spend on leads, opportunities, projects, and tasks

Experience the CRM your team will actually use