Ecwid + Insightly Integration

Integrate Ecwid to Insightly in one click, or tell Integrately AI how you want each customer handled. Capture new shoppers, update your CRM records, track sales pipelines, and alert your team automatically.

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1.
  • Ecwid
    Order is created in Ecwid
  • Ecwid
    Order is paid in Ecwid
  • Ecwid
    Order is shipped in Ecwid
  • Ecwid
    Order is picked up in Ecwid
  • Ecwid
    Customer is created in Ecwid
  • Ecwid
    Abandoned cart is created in Ecwid
  • Ecwid
    Product is created in Ecwid
  • 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
    Opportunity is created in Insightly
  • Insightly
    Project is created in Insightly
  • Insightly
    Opportunity is updated in Insightly
Arrow Right
2.
  • Ecwid
    Create order in Ecwid
  • Ecwid
    Search order in Ecwid
  • Ecwid
    Create customer in Ecwid
  • Ecwid
    Search customer in Ecwid
  • Ecwid
    Create product in Ecwid
  • Ecwid
    Update product in Ecwid
  • Ecwid
    Search product in Ecwid
  • Ecwid
    Create discount coupon in Ecwid
  • Insightly
    Update task in Insightly
  • Insightly
    Update Contact in Insightly
  • Insightly
    Get task by ID in Insightly
  • Insightly
    Get organization by ID in Insightly
  • Insightly
    Get opportunity by ID in Insightly
  • Insightly
    Update opportunity 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 Ecwid + Insightly Integration

Capture new customers, sync store orders, update contact records, alert your sales team, and track project milestones, all in just one click.

Most popular automationsmost-popular-automations
Ecwid + Insightly Integration

Create Insightly contact from new Ecwid (In Review) customer

If you're an ecommerce business owner who uses Ecwid (In Review) to power your online store, you'll be happy to know that when a new contact is created in Insightly, this automation will automatically create a customer in Ecwid (In Review).

This means that you can keep track of all your customers and their orders in one place, making it easy to manage your business.
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Ecwid + Insightly Integration

Create Insightly contact from new Ecwid (In Review) order

As an online store owner, you're likely using Ecwid (In Review) to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Ecwid (In Review) with Insightly? This integration will allow you to automatically create a contact for each new order in Insightly.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Insightly + Ecwid Integration

Create Ecwid (In Review) customer for new Insightly contact

Creating a new Ecwid (In Review) customer for every new Insightly contact is a great way to keep your databases in sync. This way, you can be sure that your customers' information is accurate and up to date, and that you're able to track their purchase history.

Additionally, this Insightly - Ecwid (In Review) integration can help you to better understand your customers' needs and preferences, and to target your marketing efforts more effectively. By keeping your Ecwid (In Review) and Insightly systems in sync, you can provide a better experience for your customers and thereby improve your business's bottom line.
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Connect more apps to your Ecwid + Insightly flow

Sync your e-commerce data with marketing campaigns, accounting ledgers, team notifications, and tracking sheets. Pick a combination and activate it in one click.

Ecwid
Insightly
+
ShopifyShopify (4)
+
MailchimpMailchimp (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
Google SheetsGoogle Sheets (4)
+
SlackSlack (4)
+
StripeStripe (4)
E
S
I
Create a Shopify order and an Insightly contact whenever a new order is created in Ecwid
New Ecwid orders instantly generate a corresponding order in Shopify and a contact in Insightly, eliminating manual data entry across platforms.
E
S
I
Add a Shopify customer to Insightly and update the customer record in Ecwid
Sync customer profiles between Shopify and Ecwid while keeping your Insightly CRM completely up to date.
E
S
I
Publish a Shopify product and create a matching product in Ecwid and an Insightly project
Launch new inventory across storefronts and register the rollout project in Insightly instantly.
E
S
I
Record paid Ecwid orders in Shopify and update the related opportunity in Insightly
Track successful store payments by syncing orders to Shopify and updating sales pipelines in Insightly.

Supported triggers and actions for Ecwid and Insightly

Mix and match to build the exact automation you need

Ecwid
Ecwid Triggers & Actions
Order is created in Ecwid
Triggers the automation when a new order is created
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Order is paid in Ecwid
Triggers the automation when payment is made for any order
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Order is shipped in Ecwid
Triggers the automation when any order is shipped
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Order is picked up in Ecwid
Triggers the automation when any order is picked up for delivery
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Customer is created in Ecwid
Triggers the automation when a new customer is created
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Abandoned cart is created in Ecwid
Triggers the automation when a cart is abandoned by a customer
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Product is created in Ecwid
Triggers the automation when a new product is created
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Create order in Ecwid
Creates a new order
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Search order in Ecwid
Searches for a order
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Create customer in Ecwid
Adds a new customer to the database
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Search customer in Ecwid
Locates and retrieves customer information
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Create product in Ecwid
Generates and launch new products
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Update product in Ecwid
Updates product information
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Search product in Ecwid
Searches for a product
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Create discount coupon in Ecwid
Generates discount coupons for customers
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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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Opportunity is created in Insightly
Triggers the automation when any opportunity is updated
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Project is created in Insightly
Triggers the automation when a new project is created
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Opportunity is updated in Insightly
Triggers the automation when an opportunity is updated
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Update task in Insightly
Updated a task
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Update Contact in Insightly
Updates contact information
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Get task by ID in Insightly
Retrieves task details based on ID
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Get organization by ID in Insightly
Retrieves organization details based on ID
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Get opportunity by ID in Insightly
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Update opportunity in Insightly
Updates the opportunity details as needed
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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 Ecwid + Insightly?

Streamline your e-commerce operations by connecting store events directly to your CRM workflows and team alerts.

What you can automate?
🔄
Sync store orders to your CRM automatically
Turn every Ecwid order and customer signup into an active record in Insightly without lifting a finger. Eliminate manual data entry and ensure your sales pipeline reflects real store activity.
📋
Capture every submitted customer field
Map detailed shopper information, contact numbers, and custom order notes straight into Insightly fields. Maintain comprehensive customer profiles for better support and sales outreach.
🔔
Alert your team the moment an order arrives
Send instant notifications to your sales or fulfillment channels in Slack whenever a customer places an order or completes a payment. Keep your entire team informed in real time.
🔀
Route records based on submitted criteria
Apply conditional logic to direct high-value store orders to senior sales reps in Insightly while routine purchases follow standard fulfillment paths. Automate workload distribution efficiently.
✏️
Keep customer and order records updated
Automatically update existing Insightly contacts and opportunities whenever shoppers modify their details or complete new store purchases. Maintain pristine data hygiene across platforms.
🔍
Search and update instead of creating duplicates
Configure your workflows to check for existing customer profiles in Insightly before creating new records. Prevent duplicate entries and keep your CRM database clean and organized.
📦
Handle later fulfillment and payment milestones
Trigger automated CRM updates and task creations when Ecwid orders are paid, shipped, or picked up. Manage the complete customer lifecycle from purchase to delivery.
🌐
Extend your workflow to team messaging apps
Connect your Ecwid and Insightly workflow with Slack or Google Sheets to broadcast store milestones and log transaction histories automatically. Build custom multi-app pipelines.
And much more...

Who is Ecwid + Insightly integration for?

E-commerce managers, sales representatives, and finance specialists use this integration to eliminate manual data entry, streamline customer onboarding, and keep records synchronized.

E-commerce managers
E-commerce managers
Sales representatives
Sales representatives
Account managers
Account managers
Fulfillment coordinators
Fulfillment coordinators
Operations specialists
Operations specialists
Finance specialists
Finance specialists
📈
E-commerce managers
You're overseeing online storefronts and need real-time sales reporting, but your CRM records only update when someone manually exports orders, so your revenue dashboards are always hours behind — with this integration, every new order lands in your CRM instantly and your metrics stay current.
Sales representatives
You rely on rapid prospect follow-up to close deals, but customer signups sit unassigned in your store backend until someone checks the list, so high-value leads wait too long for outreach — automating both apps means every new buyer is created as a contact in your CRM the moment they check out.
📋
Account managers
You answer to clients and stakeholders who expect organized project pipelines, but tracking store purchases alongside client accounts requires constant tab-switching, so important details get missed — connecting these apps means every customer transaction automatically links to the correct organization and project.
📊
Fulfillment coordinators
You manage high daily shipping volumes and struggle to keep shipping statuses aligned with customer records, so your team wastes hours cross-referencing platforms — this integration means every fulfillment milestone updates your customer database and project logs automatically.
🤝
Operations specialists
You depend on upstream store signups to trigger downstream onboarding tasks, but manual handoffs cause delays and missed steps in your workflow, so internal projects stall — automating this process means every new customer triggers immediate follow-up tasks without manual intervention.
📑
Finance specialists
You need a reliable transaction history for audits and reconciliations, but disparate system logs create gaps in your financial data, so month-end closing takes days — integrating these apps means every paid order and customer record is logged accurately and consistently.
Our team

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

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Why choose Integrately to automate Ecwid + Insightly

Build and manage your Ecwid + 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 Ecwid + 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
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Ecwid to Insightly?
Frequently Asked Questions
You can connect Ecwid to Insightly in just 1 click using ready-made templates on Integrately or by asking Integrately AI to build your workflow. It links your store and CRM instantly alongside 1,500+ other apps like Shopify, Slack, and Google Sheets.
Can I automatically create Insightly contacts when a customer is created in Ecwid?
Frequently Asked Questions
Can I connect Ecwid, Insightly, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Ecwid and Insightly?
Frequently Asked Questions
How are orders handled when an order is created in Ecwid?
Frequently Asked Questions
Can I update Insightly opportunities when an Ecwid order is paid?
Frequently Asked Questions
Do I need coding skills to automate Ecwid and Insightly?
Frequently Asked Questions
Is the Ecwid and Insightly integration free?
Frequently Asked Questions
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You Can Also Connect Ecwid or Insightly With 1500+ Other Apps

Ecwid
Popular Ecwid Integrations
Connect Ecwid to marketing, fulfillment, and analytics tools to expand your store capabilities.
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Insightly
Popular Insightly Integrations
Sync Insightly with communication, scheduling, and project management platforms to streamline workflows.
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