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.
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Hero With Insightly
The CRM That Works For YOUR Business
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
Featured Integrations
Top of pageG Suite
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.
Accounting
Top of pageQuickBooks Online
View any customer payment status and history within Insightly via the QuickBooks Online tab.
Xero
Xero integration gives you a complete picture of your business from early prospect communication, through the sales process to invoicing and payments.
Customer Service & Support
Top of pageSupportBee
SupportBee is bringing a fresh, new approach to customer support enabling anyone in the company to turn a trouble ticket into a customer success.
Data Migration/Data Management
Top of pageData2CRM
Data2CRM migrates your client information, opportunities, communication history and other data into Insightly.
Dedupely
Dedupely safely de-duplicates your Insightly contacts.
Import2
Import2 provides quick and hassle free migrations into Insightly from any CRM.
Neatly
All of your business data, under one roof.
PieSync
PieSync syncs your Insightly contacts bidirectionally with your Google Contacts, MailChimp contacts, ActiveCampaign contacts or Campaign Monitor Contacts.
Document Management
Top of pageBox
Link your files from Box into Insightly under contacts, organizations, opportunities and projects.
Dropbox
Link your files from Dropbox into Insightly under contacts, organizations, opportunities and projects.
Google Drive
Link all files stored in Google drive to your Insightly contacts, organizations, opportunities and projects.
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.
Learn more
Email/Marketing
Top of pageGmail
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.
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.
DirectIQ
Easy, intelligent and beautiful. A new email marketing platform you‘ll fall in love with! Sign-up and start sending for free!
ininbox
Finally, email marketing for small businesses! INinbox makes marketing automation easy!
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MailChimp
Need to send an email or create a drip campaign to 1000 of your closest “friends”? Try MailChimp!
Productivity/Workflow
Top of pageAutomate.io
Connect Insightly with all your other apps. Create Workflows across your apps. Automate Work.
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.
Flow XO
Build automated sales and marketing workflows on top of your existing cloud apps.
Google Calendar
Users with paid Insightly accounts can sync Insightly events, tasks, and milestones into the Google Apps Calendar.
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.
JotForm
Generate leads and collect contact information with JotForm’s easy-to-use online form builder.
Ninja Forms
Create contacts, opportunities, projects, tasks, and notes from a form using Ninja Forms for WordPress.
Slack
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.
Temponia
Calendar-based timesheets for your team. Features dashboards, flexible reporting, budget follow-up and mobile companion apps.
TimeCamp
TimeCamp is an easy, automatic time tracking and invoicing app. It provides time allocation data for employees, clients, tasks and projects.
Zapier
Zapier automates workflows between Insightly and 600 apps so you never have to manually import or export contacts, tasks, and opportunities again.
Reporting
Top of pageMicrosoft 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.
Sales
Top of pageFacebook Lead Ads
Facebook Lead Ads, a product in the Facebook Advertising Platform, helps you attract new leads from a wider pool.
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.
Learn more
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.
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.
Proposable
Create and deliver polished sales proposals in minutes with Proposable!
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.
Wishpond
Use Wishpond’s lead generation tools to easily capture new leads and contacts using landing pages, popups, forms and contests.