Benchmark Email + Insightly Integration

Integrate Benchmark Email to Insightly in one click, or tell Integrately AI how you want each contact handled. Create contacts and leads, update your pipelines, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Benchmark Email
    List is created in Benchmark Email
  • Benchmark Email
    Contact is created in Benchmark Email Instant
  • Benchmark Email
    Contact is updated in Benchmark Email Instant
  • Benchmark Email
    Contact email is changed in Benchmark Email Instant
  • Benchmark Email
    Contact is unsubscribed in Benchmark Email 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
Arrow Right
2.
  • Benchmark Email
    Create contact in Benchmark Email
  • Benchmark Email
    Search contact in Benchmark Email
  • Benchmark Email
    Update contact in Benchmark Email
  • Benchmark Email
    Create list in Benchmark Email
  • 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 Benchmark Email + Insightly Integration

Capture new contacts, create Insightly leads, update records, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Insightly + Benchmark Email Integration

Create Benchmark Email contact for new Insightly contact

If you're using Insightly to manage your sales leads, it's important to also use Benchmark Email to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Insightly, a corresponding contact will automatically be created in Benchmark Email.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
See more
  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Benchmark Email + Insightly flow

Extend your email marketing and CRM data across your entire software stack to manage leads, notify team members, and sync records. Pick a combination and activate it in one click.

Benchmark Email
Insightly
+
SalesforceSalesforce (6)
+
MailchimpMailchimp (6)
+
HubSpotHubSpot (6)
+
CalendlyCalendly (6)
+
StripeStripe (6)
+
GmailGmail (6)
B
I
S
Add every new Benchmark Email contact to Insightly, and create a matching lead in Salesforce
New Benchmark Email contacts appear in Insightly instantly while Salesforce logs a new lead, so your sales and marketing systems stay completely aligned.
I
B
S
When an Insightly lead is updated, update the contact in Benchmark Email and update the lead record in Salesforce
Keep subscriber details and sales records synchronised whenever an Insightly lead changes, removing manual update steps.
B
I
S
If a Benchmark Email contact unsubscribes, update the Insightly contact and update the lead status in Salesforce
Unsubscribe events in Benchmark Email instantly update your Insightly records and Salesforce lead status to stop further outreach.
I
B
S
When a new Insightly task is created, create a contact in Benchmark Email and add a task record in Salesforce
New tasks assigned in Insightly trigger Benchmark Email contact creation and log corresponding activities in Salesforce.
B
I
S
Use ChatGPT to summarise Benchmark Email contact feedback, update Insightly, and log the summary in Salesforce
AI analyses subscriber feedback from Benchmark Email before updating Insightly records and logging structured notes in Salesforce.
I
B
S
When an Insightly opportunity is created, create a list in Benchmark Email, update Insightly, and log the deal in Salesforce
New sales opportunities in Insightly trigger specialized Benchmark Email list creation and update Salesforce records.

Supported triggers and actions for Benchmark Email and Insightly

Mix and match to build the exact automation you need

Benchmark Email
Benchmark Email Triggers & Actions
List is created in Benchmark Email
Triggers the automation when a new list is created
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Instant
Contact is created in Benchmark Email
Triggers the automation when a new contact is created
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Instant
Contact is updated in Benchmark Email
Triggers the automation when a contact is updated
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Instant
Contact email is changed in Benchmark Email
Triggers the automation when a contact's email is changed
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Instant
Contact is unsubscribed in Benchmark Email
Triggers the automation when a contact unsubscribes from a mailing list
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Create contact in Benchmark Email
Adds a new contact to the database
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Search contact in Benchmark Email
Finds and retrieves contact information
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Update contact in Benchmark Email
Updates contact information with new details
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Create list in Benchmark Email
Generates a new list
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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
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Lead is updated in Insightly
Triggers the automation when the lead information is updated
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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
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Project is created in Insightly
Triggers the automation when a new project is created
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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
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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
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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
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Search user in Insightly
Searches for a user
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Create organisation in Insightly
Generates a new invoice
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Search organisation in Insightly
Finds and retrieves information about a organization
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Create project in Insightly
Creates a new project
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Search project in Insightly
Searches for a project
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Get contact by id in Insightly
Retrieves a contact's information based on their id
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Search opportunity in Insightly
Searches for a opportunity
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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
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Update project in Insightly
Updates a project
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Delete project in Insightly
Auomatically deletes a project
Try it →

What can you automate with Benchmark Email + Insightly?

Streamline your marketing and CRM workflows with automated triggers and actions.

What you can automate?
🎯
Create Insightly contacts from Benchmark Email subscribers
Automatically create a new contact in Insightly whenever a new contact is created in Benchmark Email, eliminating manual copying between your email tool and CRM.
📝
Capture every subscriber field across both apps
Map complete contact details, names, and custom attributes from Benchmark Email into Insightly records so your team has full context.
🔔
Trigger instant notifications for new leads
Alert your team the moment a new lead or contact is created so appropriate follow-up actions can start immediately.
🔀
Route records based on submitted contact fields
Apply conditional rules to direct specific Benchmark Email contacts to targeted Insightly pipelines or custom lists.
🔄
Keep contact records synchronized as data changes
Automatically update Insightly contacts whenever contact details or email addresses change in Benchmark Email.
🔍
Search and update instead of creating duplicates
Check existing records in Insightly before updating contact information to maintain a clean and accurate database.
Handle opt-outs and unsubscribe events automatically
Ensure unsubscribe requests in Benchmark Email instantly update contact statuses in Insightly to maintain compliance.
🌐
Extend your workflow to external apps
Connect your core Benchmark Email and Insightly flow with platforms like Gmail or HubSpot to execute multi-step business processes.
And much more...

Who is Benchmark Email + Insightly integration for?

Marketing and sales teams connecting email campaigns to CRM pipelines need automated data flow to eliminate manual entry and keep customer records permanently up to date.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Account managers
Account managers
Operations leads
Operations leads
Sales development reps
Sales development reps
CRM administrators
CRM administrators
📈
Performance marketers
You're running email campaigns and tracking subscriber engagement, but your CRM pipeline only updates when someone manually exports lists, so the conversion counts you're reviewing are always hours behind — with this integration, every new contact lands in your CRM instantly and your data stays current.
Sales representatives
You need to act fast when new leads engage with your emails, but delays in manual data entry mean prospects go cold before anyone reaches out — with this integration, every new subscriber creates an immediate lead record and your team can follow up right away.
📊
Account managers
You answer to clients who expect up-to-date campaign and pipeline metrics, but scattered records across email tools and CRMs make reporting a chore — with this integration, contact creation and lead updates happen automatically and your reports stay accurate.
🔄
Operations leads
The volume of new subscribers and pipeline leads is too high for anyone to keep up by hand, leading to missed contacts and broken workflows — with this integration, data moves between your email tool and CRM without manual touchpoints.
🤝
Sales development reps
You own the outreach step and depend on marketing teams to hand over subscriber data, but slow handoffs cost deals — with this integration, every contact created in Benchmark Email flows straight into Insightly the moment it arrives.
🗂️
CRM administrators
You need a reliable customer history, but manual imports keep leaving gaps in your database — with this integration, contact updates, tasks, and leads stay synchronized across both apps without missing a single entry.
Our team

Ready Workflows Did you know?

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

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Why choose Integrately to automate Benchmark Email + Insightly

Build and manage your Benchmark Email + 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 Benchmark Email + 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
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Benchmark Email to Insightly?
Frequently Asked Questions
You can connect Benchmark Email to Insightly in 1 click using ready templates on Integrately. Link your accounts, select a pre-built workflow, or ask Integrately AI to build a custom flow with other tools like Salesforce, Mailchimp, or HubSpot.
Can I automatically create Insightly contacts from new Benchmark Email subscribers?
Frequently Asked Questions
Can I connect Benchmark Email, Insightly, and Gmail?
Frequently Asked Questions
What is a good Zapier alternative for Benchmark Email and Insightly?
Frequently Asked Questions
How does Benchmark Email handle contact updates in this integration?
Frequently Asked Questions
How does Insightly handle lead creation with Benchmark Email data?
Frequently Asked Questions
Do I need coding skills to automate Benchmark Email and Insightly?
Frequently Asked Questions
Is the Benchmark Email and Insightly integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Benchmark Email or Insightly With 1500+ Other Apps

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