Act-On + Insightly Integration

Integrate Act-On to Insightly in one click, or tell Integrately AI how you want each contact handled. Capture new leads, update your CRM records, organize contacts, and trigger follow-ups automatically.

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1.
  • Act-On
    Contact is added to hard bounce list in Act-On Instant
  • Act-On
    Automated program is stopped in Act-On Instant
  • Act-On
    Automated program is started in Act-On Instant
  • Act-On
    Form is submitted in Act-On Instant
  • Act-On
    CRM is connected in Act-On Instant
  • Act-On
    Contact marked email as spam in Act-On Instant
  • Act-On
    Contact opt global out in Act-On Instant
  • Act-On
    Contact opt global in in Act-On Instant
  • Act-On
    Contact is updated in Act-On Instant
  • Act-On
    Contact is added in Act-On Instant
  • Act-On
    Subscription category opt out in Act-On Instant
  • Act-On
    Subscription category opt in in Act-On Instant
  • Act-On
    Contact is added to soft bounce list in Act-On Instant
  • Act-On
    Subscription category is updated in Act-On Instant
  • Act-On
    Subscription category is deleted in Act-On Instant
  • Act-On
    Subscription category is added in Act-On Instant
  • Act-On
    CRM is disconnected in Act-On Instant
  • Insightly
    Task is created in Insightly
  • Insightly
    Lead is created in Insightly
  • Insightly
    Lead is updated in Insightly
  • Insightly
    Organisation is added in Insightly
  • Insightly
    Organisation is updated in Insightly
  • Insightly
    Contact is updated in Insightly
  • Insightly
    Contact is created in Insightly
  • Insightly
    Project is created in Insightly
  • Insightly
    Opportunity is created in Insightly
  • Insightly
    Opportunity is updated in Insightly
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2.
  • Act-On
    Search contact in marketing list by email in Act-On
  • Act-On
    Create or update contact in marketing list by email in Act-On
  • Act-On
    Add contact to direct select segment in all contacts in Act-On
  • Act-On
    Create or update contact in all contacts by external id in Act-On
  • Act-On
    Create or update contact in all contacts by email in Act-On
  • Act-On
    Add contact to marketing list in Act-On
  • Act-On
    Search contact in all contacts by email in Act-On
  • Act-On
    Import contacts in Act-On
  • Insightly
    Update opportunity in Insightly
  • Insightly
    Get opportunity by ID in Insightly
  • Insightly
    Get organization by ID in Insightly
  • Insightly
    Get task by ID in Insightly
  • Insightly
    Update Contact in Insightly
  • Insightly
    Update task in Insightly
  • Insightly
    Create contact in Insightly
  • Insightly
    Search contact in Insightly
  • Insightly
    Create opportunity in Insightly
  • Insightly
    Create lead in Insightly
  • Insightly
    Search lead in Insightly
  • Insightly
    Create task in Insightly
  • Insightly
    Search user in Insightly
  • Insightly
    Create organisation in Insightly
  • Insightly
    Search organisation in Insightly
  • Insightly
    Create project in Insightly
  • Insightly
    Search project in Insightly
  • Insightly
    Get contact by id in Insightly
  • Insightly
    Search opportunity in Insightly
  • Insightly
    Delete opportunity in Insightly
  • Insightly
    Link objects in Insightly
  • Insightly
    Get project by ID in Insightly
  • Insightly
    Update project in Insightly
  • Insightly
    Delete project in Insightly

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Ready Workflows Ready Workflows for Act-On + Insightly Integration

Capture submissions, create CRM contacts, update leads, track pipeline opportunities, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Act-On + Insightly Integration

Create Insightly contact for new Act-On contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Insightly contact and Act-On contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Act-On + Insightly Integration

Create Insightly opportunity for new Act-On contact

This automation makes it easy to create new opportunitys in Insightly when a new contact is created in Act-On. Just connect your accounts, and every time a new contact is created in Act-On, a new opportunity will automatically be created in Insightly.

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
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Act-On + Insightly Integration

Create Insightly task for new Act-On contact

Insightly and Act-On are two powerful cloud-based tools that can be used to improve business productivity. Using this Insightly - Act-On integration, you can automatically create task in Insightly whenever a new contact is created in Act-On.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
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Act-On + Insightly Integration

Create Insightly contact for new Act-On form submission

When someone completes your Act-On, a new contact is automatically created in your Insightly. This way, you can quickly follow up with the form submission and turn them into a customer!

Plus, all of the information from the Act-On is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Act-On - Insightly integration set up makes it easy to manage your customer relationships and grow your business.
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Act-On + Insightly Integration

Create Insightly task for new Act-On form submission

It's important to stay on top of your customer relationships, and one way to do that is to create Insightly tasks for new Act-On form submissions received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Insightly task for new Act-On form submission received today - your customers will thank you for it!
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Act-On + Insightly Integration

Create Insightly opportunity for new Act-On form submission

Integrating your Insightly with your Act-On, can help you automatically create new opportunitys based on form submissions recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This Act-On - Insightly integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
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Connect more apps to your Act-On + Insightly flow

Send data to marketing tools, sync customer records, schedule follow-ups, and alert your team instantly. Pick a combination and activate it in one click.

Act-On
Insightly
+
TypeformTypeform (4)
+
MailchimpMailchimp (4)
+
HubSpotHubSpot (4)
+
CalendlyCalendly (4)
+
ZoomZoom (4)
+
SlackSlack (4)
T
I
A
Add every Typeform response as an Insightly contact and update your Act-On marketing list
New Typeform submissions immediately create Insightly contacts and update Act-On marketing lists without manual copying.
I
A
T
When a lead is created in Insightly from a Typeform submission, add them to Act-On
Insightly leads generated via Typeform responses are instantly added to Act-On for automated nurturing campaigns.
T
I
A
Create an Insightly opportunity and add a contact in Act-On whenever a Typeform order is completed
Typeform submissions trigger instant Insightly opportunities and Act-On contact creations.
T
I
A
Use ChatGPT to analyze Typeform responses before creating Insightly leads and updating Act-On lists
ChatGPT analyzes incoming Typeform submissions before creating qualified Insightly leads and Act-On contacts.

Supported triggers and actions for Act-On and Insightly

Mix and match to build the exact automation you need

Act-On
Act-On Triggers & Actions
Instant
Contact is added to hard bounce list in Act-On
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Instant
Automated program is stopped in Act-On
Try it →
Instant
Automated program is started in Act-On
Triggers the automation when an automated program is started
Try it →
Instant
Form is submitted in Act-On
Triggers the automation when a form is submitted
Try it →
Instant
CRM is connected in Act-On
Try it →
Instant
Contact marked email as spam in Act-On
Try it →
Instant
Contact opt global out in Act-On
Try it →
Instant
Contact opt global in in Act-On
Try it →
Instant
Contact is updated in Act-On
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Instant
Contact is added in Act-On
Try it →
Instant
Subscription category opt out in Act-On
Try it →
Instant
Subscription category opt in in Act-On
Try it →
Instant
Contact is added to soft bounce list in Act-On
Try it →
Instant
Subscription category is updated in Act-On
Try it →
Instant
Subscription category is deleted in Act-On
Try it →
Instant
Subscription category is added in Act-On
Try it →
Instant
CRM is disconnected in Act-On
Try it →
Search contact in marketing list by email in Act-On
Searches for a contact in a marketing list by email
Try it →
Create or update contact in marketing list by email in Act-On
Creates or updates a contact in a marketing list using email address
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Add contact to direct select segment in all contacts in Act-On
Adds a contact to a direct select segment in all contacts
Try it →
Create or update contact in all contacts by external id in Act-On
Creates or updates a contact using external id
Try it →
Create or update contact in all contacts by email in Act-On
Creates or updates a contact using email address
Try it →
Add contact to marketing list in Act-On
Adds a contact to a marketing list
Try it →
Search contact in all contacts by email in Act-On
Searches for a contact in all contacts by email
Try it →
Import contacts in Act-On
Imports contacts to the system
Try it →
Insightly
Insightly Triggers & Actions
Task is created in Insightly
Triggers the automation when a new task is created
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Lead is created in Insightly
Triggers the automation when a new lead is created
Try it →
Lead is updated in Insightly
Triggers the automation when the lead information is updated
Try it →
Organisation is added in Insightly
Triggers the automation when a new organization is created
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Organisation is updated in Insightly
Triggers the automation when any organization's profile is modified
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Contact is updated in Insightly
Triggers the automation when a contact is updated
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Contact is created in Insightly
Triggers the automation when a new contact is created
Try it →
Project is created in Insightly
Triggers the automation when a new project is created
Try it →
Opportunity is created in Insightly
Triggers the automation when any opportunity is updated
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Opportunity is updated in Insightly
Triggers the automation when an opportunity is updated
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Update opportunity in Insightly
Updates the opportunity details as needed
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Get opportunity by ID in Insightly
Try it →
Get organization by ID in Insightly
Retrieves organization details based on ID
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Get task by ID in Insightly
Retrieves task details based on ID
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Update Contact in Insightly
Updates contact information
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Update task in Insightly
Updated a task
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Create contact in Insightly
Adds a new contact to the database
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Search contact in Insightly
Finds and retrieves contact information
Try it →
Create opportunity in Insightly
Creates a new instance of the support system
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Create lead in Insightly
Generates new leads for potential customers
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Search lead in Insightly
Retrieves information for a particular lead
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Create task in Insightly
Creates a new task
Try it →
Search user in Insightly
Searches for a user
Try it →
Create organisation in Insightly
Generates a new invoice
Try it →
Search organisation in Insightly
Finds and retrieves information about a organization
Try it →
Create project in Insightly
Creates a new project
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Search project in Insightly
Searches for a project
Try it →
Get contact by id in Insightly
Retrieves a contact's information based on their id
Try it →
Search opportunity in Insightly
Searches for a opportunity
Try it →
Delete opportunity in Insightly
Try it →
Link objects in Insightly
Try it →
Get project by ID in Insightly
Searches for a project using the id
Try it →
Update project in Insightly
Updates a project
Try it →
Delete project in Insightly
Auomatically deletes a project
Try it →

What can you automate with Act-On + Insightly?

Streamline your lead generation, CRM updates, and customer nurturing with automated workflows designed for Act-On and Insightly.

What you can automate?
🔄
Sync Act-On form submissions to Insightly contacts instantly
Capture every lead generated through Act-On marketing forms and automatically create corresponding contact records in Insightly. Eliminate manual data entry and ensure your sales pipeline receives every prospect without delay.
📋
Capture every submitted form field without data loss
Map all custom questions, dropdown selections, and comments from Act-On forms into separate Insightly fields. Your CRM records remain detailed and actionable for every sales representative.
🔔
Alert your team immediately when key leads arrive
Trigger instant notifications in Slack or email channels the moment a high-value prospect completes an Act-On form and gets logged in Insightly. Sales teams can initiate outreach while prospect interest peaks.
🔀
Route leads dynamically based on submitted criteria
Evaluate prospect answers in Act-On forms to create high-priority Insightly opportunities for enterprise leads while routing standard inquiries to general queues. Tailor your workflow to fit exact business rules.
🔄
Keep contact records updated across platforms automatically
Whenever contact details change in Insightly or Act-On, propagate the updates across both systems in real time. Outdated phone numbers and mismatched email addresses become a thing of the past.
🔍
Prevent duplicate records with smart search operations
Search existing Insightly databases before creating new contacts from Act-On activities. Automatically update existing profiles instead of cluttering your CRM with duplicate entries.
📋
Manage subscription changes and opt-outs effortlessly
When contacts update their subscription preferences or opt out in Act-On, instantly sync those changes to Insightly contact records. Maintain strict compliance across all marketing and sales communications.
💬
Extend workflows to Slack for seamless team communication
Connect your Act-On and Insightly automation flow with Slack to broadcast deal wins, form submissions, and task updates directly to internal project channels.
And much more...

Who is Act-On + Insightly integration for?

Connecting Act-On and Insightly eliminates manual data entry, keeping your marketing campaigns and CRM pipeline perfectly synchronized for every team member.

Performance Marketers
Performance Marketers
Sales Development Representatives
Sales Development Representatives
Agency Account Managers
Agency Account Managers
Marketing Operations Specialists
Marketing Operations Specialists
Sales Operations Leads
Sales Operations Leads
CRM Administrators
CRM Administrators
📈
Performance Marketers
You're running multi-channel campaigns in Act-On but your CRM tracking records only update when someone manually exports lists, so the conversion metrics you're optimizing against are always hours behind — automating both apps means every form submission populates Insightly instantly and your campaign data stays current.
Sales Development Representatives
You need to act fast on inbound marketing interest, but leads sit trapped in Act-On until someone checks the inbox and re-enters them in Insightly, meaning hot prospects go cold before your first outreach — this integration means every new Act-On submission creates an Insightly contact the moment it arrives so you can follow up immediately.
🤝
Agency Account Managers
You answer to clients who want immediate proof of marketing ROI, but compiling weekly campaign reports requires stitching data together across Act-On and Insightly by hand — automating both apps means all lead metrics and pipeline stages sync automatically and your client reporting is always ready to present.
📊
Marketing Operations Specialists
The volume of inbound form submissions is too high for anyone to keep up with manual list imports, leading to severe data backlogs and unassigned prospects — with this integration, every contact flows straight into Insightly and Act-On without human intervention, handling high volumes effortlessly.
🔄
Sales Operations Leads
You own the handoff from marketing campaigns to active sales pipelines, but missing contact updates between Act-On and Insightly cause deals to stall before outreach even begins — connecting these apps means lead stages and contact details transfer seamlessly so your sales team never misses a handoff.
🛡️
CRM Administrators
You need a reliable history of prospect interactions across platforms, but manual data transfers keep introducing errors and gaps into your system records — automating both apps means every update, opt-out, and form fill logs cleanly and accurately without data discrepancy.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Act-On + Insightly

Build and manage your Act-On + Insightly automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Act-On + Insightly with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Act-On to Insightly?
Frequently Asked Questions
You can connect Act-On to Insightly in 1 click using ready workflows or ask Integrately AI to build your custom automation. It integrates smoothly with tools like Typeform, Mailchimp, HubSpot, Calendly, Zoom, and Slack.
Can I automatically sync Act-On form submissions to Insightly contacts?
Frequently Asked Questions
Can I connect Act-On, Insightly, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Act-On and Insightly?
Frequently Asked Questions
How does Act-On handle contact updates during automation?
Frequently Asked Questions
Can Insightly opportunities trigger updates in Act-On?
Frequently Asked Questions
Do I need coding skills to automate Act-On and Insightly?
Frequently Asked Questions
Is the Act-On and Insightly integration free?
Frequently Asked Questions
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You Can Also Connect Act-On or Insightly With 1500+ Other Apps

Act-On
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Insightly
Popular Insightly Integrations
Sync Insightly with billing, project management, and communication tools to keep customer relationships and sales pipelines fully aligned.
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