
Automate Insightly CRM API Workflows with Make.com, n8n and Zapier
Leverage the robust APIs of Insightly CRM to automate lead management, enhance customer insights, and integrate with other tools. Achieve seamless workflow and boost sales productivity by eliminating manual tasks.

Automate logging new opportunities to a spreadsheet.

Trigger nurturing emails for new CRM leads.

Update sales teams on contact status changes.

Automatically assign tasks for follow-ups.

Automatically update broken contact details.
- Repeat -
Automation Benefits
Key Benefits of Automating Insightly CRM
Unlock the full potential of your CRM system by automating repetitive tasks, integrating with other tools, and improving customer satisfaction.
Enhanced Data Accuracy
Automation reduces data entry errors and ensures accuracy.
Improved Sales Productivity
Eliminate manual tasks and focus on strategic sales activities.
Seamless Tool Integration
Connect Insightly CRM with other business systems for streamlined processes.
Faster Customer Onboarding
Automate onboarding processes to improve customer experience.
Real-Time Insights
Access up-to-date customer data to make informed decisions quickly.
Cost Savings
Reduce operational costs by automating repetitive CRM tasks.
Features
Insightly CRM Automation Features
Harness the power of Insightly CRM by integrating these unique automation features that enhance sales and customer management operations.
- 1Automated Opportunity Tracking
Log and track new opportunities across channels promptly with zero errors.
- 2Lead Nurturing Campaigns
Automate personalized email campaigns whenever a new lead is captured.
- 3Real-Time Team Notifications
Keep teams updated on customer interactions and CRM updates instantly.

Outcomes
Achieving Sales Excellence with Automation
Automating Insightly CRM processes translates into significant business benefits such as improved lead management, faster response times, and enhanced team coordination.
25%
40%
30%
We Might Have Solved Your Problems Already
Insightly CRM automation use cases
See how you can improve your process by leveraging AI, automation and Insightly CRM API.
Insightly CRM Automation FAQs
Answering your critical questions about automating Insightly CRM and its impact on your business processes.
Pricing Plans
Our pricing plans
Choose a plan that is suitable for your needs.
Pay once for build out.
Custom project build (template / blueprint)
You choose platform (n8n, Zapier or Make)
Follows your requirements
Integrates with your systems
Paid after build maintenance
No recurring charges monthly
Pay for build + lower recurring maintenance fee.
Custom project build
We choose best platform
Follows your requirements
Integrates with your systems
Maintenance, priority email / Slack support
Monthly recurring charges, 3+ months contract
Use our pre-built solution with no changes.
Existing solution access (no source code)
No platform selection
Integrates as described / documented
Integrates with specific systems and software
Maintenance, priority email / Slack support
Monthly recurring, 3+ months contract required
























