Evidence + Insightly Integration
Integrate Evidence to Insightly in one click, or tell Integrately AI how you want each contact handled. Trigger real-time customer notifications, create evidence alerts, update contacts, and showcase recent actions automatically.
Free forever.Use premium features free for 14 days.1.
Task is created in Insightly- Lead is created in Insightly
- Lead is updated in Insightly
- Organisation is added in Insightly
- Organisation is updated in Insightly
- Contact is updated in Insightly
- Contact is created in Insightly
- Project is created in Insightly
- Opportunity is created in Insightly
- Opportunity is updated in Insightly
2.
Create evidence notification in Evidence- Update task in Insightly
- Update Contact in Insightly
- Get task by ID in Insightly
- Get organization by ID in Insightly
- Get opportunity by ID in Insightly
- Update opportunity in Insightly
- Create contact in Insightly
- Search contact in Insightly
- Create opportunity in Insightly
- Create lead in Insightly
- Search lead in Insightly
- Create task in Insightly
- Search user in Insightly
- Create organisation in Insightly
- Search organisation in Insightly
- Create project in Insightly
- Search project in Insightly
- Get contact by id in Insightly
- Search opportunity in Insightly
- Delete opportunity in Insightly
- Link objects in Insightly
- Get project by ID in Insightly
- Update project in Insightly
- Delete project in Insightly
Trusted by experts at...
Ready Workflows for Evidence + Insightly Integration
Showcase new contacts, display recent project updates, alert your team, and highlight recent sales actions, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Evidence + Insightly flow
Capture customer data, sync CRM records, update metrics, notify your team, and trigger follow-up actions across your entire toolstack. Pick a combination and activate it in one click.
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Shopify (3)
Shopify (3) +
Mailchimp (3)
Mailchimp (3) +
Hubspot (3)
Hubspot (3) +
Google Analytics 4 (3)
Google Analytics 4 (3) +
Calendly (3)
Calendly (3) +
Stripe (3)
Stripe (3) S
I
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When a Shopify order is created, create a contact in Insightly, and create an evidence notification in Evidence.
New Shopify orders instantly create Insightly contacts and trigger live Evidence notifications, keeping your CRM updated and social proof active.
I
S
E
When a contact is created in Insightly, create a customer in Shopify, and create an evidence notification in Evidence.
Insightly contacts automatically become Shopify customers while triggering live Evidence notifications, uniting your sales and store data.
S
I
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If a Shopify order total exceeds one hundred dollars, create a high-value contact in Insightly and create an evidence notification in Evidence.
High-value Shopify orders trigger priority Insightly contacts and custom Evidence notifications, highlighting major purchases instantly.
Supported triggers and actions for Evidence and Insightly
Mix and match to build the exact automation you need
Evidence Triggers & Actions
Create evidence notification in Evidence
Creates a notification for newly generated evidence
Try it → What can you automate with Evidence + Insightly?
Streamline your customer data pipelines and showcase live social proof without lifting a finger.
⚡
Sync CRM contacts to live notifications
Turn every new contact created in Insightly into an instant Evidence notification to build immediate credibility with website visitors.
📋
Capture every submitted field
Map all available contact and lead details from Insightly directly into your evidence notifications instead of basic names.
🔔
Notify your team instantly
Alert sales reps the moment a high-value lead or opportunity is created in Insightly so follow-ups happen immediately.
🔀
Route records based on submitted fields
Trigger different evidence notifications or CRM updates depending on specific criteria submitted in your Insightly records.
🔄
Keep records updated automatically
Ensure contact updates, organization changes, and task statuses stay perfectly synchronised across your entire automation workflow.
🔍
Search and prevent duplicate entries
Search existing contacts and organizations in Insightly before creating new records to keep your database clean.
🏷️
Handle status changes and updates
Trigger automated workflows when opportunities are updated or projects are created in Insightly.
🌐
Extend your workflow to external apps
Connect your Evidence and Insightly core flow with Shopify to sync e-commerce orders and customer data seamlessly.
And much more...
Who is Evidence + Insightly integration for?
Marketing managers, sales leaders, and customer success teams use this integration to turn CRM activity into powerful social proof without manual data entry.
Performance marketers
Sales leaders
Account managers
Support leads
Customer success reps
Operations managers
📈
Performance marketers
You're running acquisition campaigns but your conversion metrics only update when someone manually exports contacts, so the numbers you're optimising against are always hours behind — with this integration, every new contact updates your records instantly and your data stays current.
⚡
Sales leaders
You need to act fast when prospects engage, but manual notifications leave your reps finding out about new leads too late — with this integration, every CRM update triggers live notifications and alerts your team immediately.
📊
Account managers
You answer to stakeholders who want to see pipeline progress, but compiling manual reports wastes valuable client communication time — with this integration, every new opportunity and contact syncs automatically across your tools.
🔄
Support leads
The volume of inbound requests is too high for anyone to keep up by hand, leading to missed customer follow-ups — with this integration, every task and ticket routes through your systems without manual intervention.
🤝
Customer success reps
You own onboarding and depend on sales teams to hand over new client records, but manual handoffs cause frustrating delays — with this integration, every new project and contact appears in your workspace the moment it's created.
🗂️
Operations managers
You need a reliable customer history but keep finding gaps caused by manual data entry errors between apps — with this integration, every contact, lead, and task record logs automatically without missing a step.
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 Evidence + Insightly
Build and manage your Evidence + Insightly automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Evidence + Insightly with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Evidence + Insightly Now 
In Just 1 Click!
Price Comparison with Popular Alternatives
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Frequently Asked Questions
How do I connect Evidence to Insightly?
You can connect Evidence to Insightly in 1-click using ready templates or ask Integrately AI to build the automation. It links Evidence with Insightly and other tools like Shopify, Mailchimp, and HubSpot instantly.
Can I automatically show Insightly contacts as notifications in Evidence?
Can I connect Evidence, Insightly, and Shopify?
What is a good Zapier alternative for Evidence and Insightly?
How does Evidence handle incoming data during automation?
Can I sync Insightly updates in real time?
Do I need coding skills to automate Evidence and Insightly?
Is the Evidence and Insightly integration free?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.
Want to automate something else in your workflow?
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