Drip + Insightly Integration

Integrate Drip to Insightly in one click, or tell Integrately AI how you want each subscriber handled. Capture leads, create contacts, update records, and trigger follow-ups automatically.

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1.
  • Drip
    Subscriber record is created in Drip Instant
  • Drip
    Tag is applied to subscriber in Drip Instant
  • Drip
    Subscriber custom field is updated in Drip Instant
  • Drip
    Subscriber is unsubscribed from campaign in Drip Instant
  • Drip
    Tag is removed from subscriber in Drip Instant
  • Drip
    Subscriber is removed from campaign in Drip Instant
  • Drip
    Subscriber is added to campaign in Drip Instant
  • Drip
    Subscriber is unsubscribed from all mailings in Drip Instant
  • Drip
    Subscriber has visited page in Drip Instant
  • Drip
    Email is opened in Drip Instant
  • Drip
    Email is bounced in Drip Instant
  • Drip
    Email is clicked in Drip Instant
  • Drip
    Campaign is completed in Drip Instant
  • Drip
    Custom event is performed in Drip Instant
  • Drip
    Spam complaint is issued by subscriber in Drip Instant
  • Drip
    Trigger link is clicked in Drip 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.
  • Drip
    Create or Update Subscriber in Drip
  • Drip
    Add tag to subscriber in Drip
  • Drip
    Remove tag from a subscriber in Drip
  • Drip
    Search subscriber in Drip
  • Drip
    Subscribe to campaign in Drip
  • Drip
    Create event in Drip
  • Drip
    Remove subscriber from campaign in Drip
  • 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 Drip + Insightly Integration

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

Most popular automationsmost-popular-automations
Drip + Insightly Integration

Create Insightly contact for new Drip 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 Drip 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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Drip + Insightly Integration

Create Insightly opportunity for new Drip contact

This automation makes it easy to create new opportunitys in Insightly when a new contact is created in Drip. Just connect your accounts, and every time a new contact is created in Drip, 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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Drip + Insightly Integration

Create Insightly task for new Drip contact

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

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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Insightly + Drip Integration

Create Drip contact for new Insightly contact

If you're using Insightly to manage your sales leads, it's important to also use Drip 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 Drip.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Connect more apps to your Drip + Insightly flow

Sync customer data across your stack, notify your team, and trigger follow-up actions in other platforms. Pick a combination and activate it in one click.

Drip
Insightly
+
ShopifyShopify (3)
+
CalendlyCalendly (3)
+
MailchimpMailchimp (3)
+
AsanaAsana (3)
+
Google SheetsGoogle Sheets (3)
+
ZoomZoom (3)
S
D
I
When a Shopify order is created, create or update the subscriber in Drip, and create a contact in Insightly.
New Shopify orders instantly update your Drip subscriber records and create matching Insightly contacts without manual data entry.
S
D
I
When a Shopify customer is created, add them to Drip and create a lead in Insightly.
Every new Shopify customer is automatically registered in Drip and sent to Insightly as a new lead.
S
D
I
When a Shopify order is fulfilled, update the subscriber in Drip and create an opportunity in Insightly.
Fulfilled Shopify orders update Drip subscriber records and log a new sales opportunity in Insightly.

Supported triggers and actions for Drip and Insightly

Mix and match to build the exact automation you need

Drip
Drip Triggers & Actions
Instant
Subscriber record is created in Drip
Triggers the automation when a subscriber record is created
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Instant
Tag is applied to subscriber in Drip
Triggers the automation when a tag is added
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Instant
Subscriber custom field is updated in Drip
Triggers the automation when a subscriber's custom field is updated
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Instant
Subscriber is unsubscribed from campaign in Drip
Triggers the automation when a subscriber opts out from a particular campaign
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Instant
Tag is removed from subscriber in Drip
Triggers the automation when a tag is added
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Instant
Subscriber is removed from campaign in Drip
Triggers the automation when a subscriber is removed from a campaign
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Instant
Subscriber is added to campaign in Drip
Triggers the automation when a subscriber is added to a campaign
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Instant
Subscriber is unsubscribed from all mailings in Drip
Triggers the automation when a subscriber opts out from all mailings
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Instant
Subscriber has visited page in Drip
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Instant
Email is opened in Drip
Triggers the automation when an email is opened
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Instant
Email is bounced in Drip
Triggers the automation when an email bounces back
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Instant
Email is clicked in Drip
Triggers the automation when an email link is clicked by the recipient
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Instant
Campaign is completed in Drip
Triggers the automation when a campaign is completed
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Instant
Custom event is performed in Drip
Triggers the automation when a custom event is performed
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Instant
Spam complaint is issued by subscriber in Drip
Triggers the automation when a spam complaint is issued by a subscriber
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Instant
Trigger link is clicked in Drip
Triggers the automation when a link is clicked
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Create or Update Subscriber in Drip
Generates a new invoice
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Add tag to subscriber in Drip
Assigns a tag to a subscriber based on defined criteria
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Remove tag from a subscriber in Drip
Removes a tag from a subscriber
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Search subscriber in Drip
Look up and retrieve subscriber information
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Subscribe to campaign in Drip
Subscribes to a campaign
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Create event in Drip
Generates a new event
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Remove subscriber from campaign in Drip
Removes a subscriber from a email campaign
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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
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Link objects in Insightly
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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
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What can you automate with Drip + Insightly?

Streamline your customer data workflows by connecting Drip marketing automation directly to Insightly CRM operations.

What you can automate?
🔄
Sync new subscribers to CRM contacts automatically
Whenever a new subscriber record is created in Drip, an equivalent contact is generated in Insightly without requiring manual data entry or exports.
📝
Capture custom subscriber fields and attributes
Map detailed subscriber properties, tags, and custom data from Drip directly into corresponding fields within your Insightly contact profiles.
🔔
Trigger instant tasks for sales follow-ups
When important subscriber events occur in Drip, open follow-up tasks in Insightly so your team can respond to high-intent prospects immediately.
🔀
Route records based on subscriber activity
Apply conditional logic to direct VIP subscribers or campaign participants into specific Insightly pipelines and assigned user queues.
🔄
Keep contact information updated across platforms
When subscriber details or custom fields are modified in Drip, automatically update the matching contact records in Insightly in real time.
🔍
Search and update instead of creating duplicates
Check existing Insightly records before creating new entries, updating current contacts or organizations when matching email addresses are found.
🏷️
Manage campaign completions and status shifts
When a subscriber completes a campaign or removes a tag in Drip, update opportunity stages and project milestones in Insightly accordingly.
📈
Extend your workflow to Google Sheets
Start with your Drip and Insightly core pair, then log every synced subscriber row in Google Sheets for secondary reporting and audit logs.
And much more...

Who is Drip + Insightly integration for?

Connecting Drip and Insightly eliminates manual data entry between your marketing platform and CRM, giving growing businesses unified contact management.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Client success managers
Client success managers
Operations directors
Operations directors
Project coordinators
Project coordinators
Data analysts
Data analysts
📈
Performance marketers
You're running multi-channel campaigns in Drip but your CRM pipeline reports only update when someone manually exports records, so the conversion metrics you're reviewing are always a few hours behind — with this integration, every new subscriber creates an Insightly contact instantly and your data stays current.
Sales representatives
You need to act fast on inbound marketing leads, but waiting for manual handoffs means hours pass before you can review subscriber activity in Insightly — automating both apps means every Drip subscriber appears as an Insightly lead right away so you can reach out while interest is highest.
🤝
Client success managers
You answer to stakeholders who want immediate visibility into newly onboarded accounts, but disjointed customer lists leave gaps in your client history — this integration means new Drip subscriptions automatically generate Insightly projects and contacts for complete transparency.
📊
Operations directors
The volume of inbound subscribers is too high for anyone to keep up with by hand, leading to missed contacts and unassigned leads across your systems — connecting these apps means every subscriber record flows straight into Insightly without manual intervention.
🔄
Project coordinators
You own the next step in client onboarding and depend on your marketing team to hand over subscriber details before you can begin work — with this integration, new Drip triggers automatically create Insightly tasks and projects to streamline your handoff process.
🗂️
Data analysts
You need a reliable, complete history of customer interactions across touchpoints, but manual entry keeps leaving mismatched records and blank fields — automating both apps means every subscriber and contact profile stays perfectly synchronized.
Our team

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Why choose Integrately to automate Drip + Insightly

Build and manage your Drip + 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 Drip + 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
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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 Drip to Insightly?
Frequently Asked Questions
You can connect Drip to Insightly in just 1 click using ready templates on Integrately, or use Integrately AI to build custom multi-step workflows linking your marketing platform with your CRM alongside Google Sheets, Shopify, and Mailchimp.
Can I automatically create Insightly contacts when new Drip subscribers sign up?
Frequently Asked Questions
Can I connect Drip, Insightly, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Drip and Insightly?
Frequently Asked Questions
How does Drip handle subscriber data transfers in this integration?
Frequently Asked Questions
Can I update existing Insightly contacts when Drip custom fields change?
Frequently Asked Questions
Do I need coding skills to automate Drip and Insightly?
Frequently Asked Questions
Is the Drip and Insightly integration free?
Frequently Asked Questions
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