Insightly offers tight integration with G Suite through our extremely popular Insightly gadget, seamless sync with Google Calendar and Google Contacts, and easy access to Google Drive.
Unleash Your Inner
Hero With Insightly
The CRM That Works For YOUR Business
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
Featured IntegrationsTop of page
Microsoft Outlook 2013,
Office 365 Business Edition
A large amount of customer communication takes place via email, and a lot of internal communication and collaboration happens with your CRM. So we created a seamless CRM Outlook connection to give you the best of both worlds.
AccountingTop of page
Data Migration/Data ManagementTop of page
Flatly automatically copies Insightly data (contacts, opportunities, etc.) to cloud drives like Google Drive (+Google Sheets), Microsoft OneDrive (+Excel Online), Box, Dropbox, Microsoft Azure and Amazon S3 on a scheduled basis for custom analytics.
Document ManagementTop of page
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/MarketingTop of page
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.
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.
Finally, email marketing for small businesses! INinbox makes marketing automation easy!
Productivity/WorkflowTop of page
The Insightly Assistant is a chatbot that will understand natural-language questions and commands when connected to other apps. It can help you find, update, and create Insightly records in response to your requests.
ReportingTop of page
Microsoft Power BI
SalesTop of page
Facebook Lead Ads
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.
Lead Liaison provides sales and marketing automation solutions that include lead scoring, lead nurturing, lead distribution and lead tracking, lead management, and more.
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.
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.