Gmail + Insightly Integration

Integrate Gmail to Insightly in one click, or tell Integrately AI how you want each contact handled. Create contacts from incoming emails, log threads, update your CRM records, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Gmail
    Email is received in Gmail
  • Gmail
    Label is added to email in Gmail
  • Gmail
    New email is starred in Gmail
  • Gmail
    Email matching search is received in Gmail
  • Gmail
    Thread is started in Gmail
  • Gmail
    Label is created in Gmail
  • 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
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2.

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Ready Workflows Ready Workflows for Gmail + Insightly Integration

Capture leads from emails, create contacts, update records, log tasks, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Insightly + Gmail Integration

Send Gmail email for new Insightly contact

Anytime a new contact is added to your Insightly, automatically send them a email through Gmail letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Insightly - Gmail integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Insightly + Gmail Integration

Send Gmail email for new Insightly task

With this Insightly - Gmail integration, whenever a new task is created in Insightly, email will be sent via Gmail. This ensures that everyone is kept up to date on the latest developments and can take appropriate action.

Plus, you can customize the email that is sent, so you can include any relevant information, like deadlines or assigned team members. As a result, this integration will help to improve communication and collaboration within your team, making it easier to get work done.
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Insightly + Gmail Integration

Send Gmail email for new Insightly opportunity

Whenever a new opportunity is created in your Insightly, you'll want to communicate with your team to make sure everyone is on the same page. Sending Gmail email ensures that everyone knows about the new opportunity and can provide input on the best way to move forward.

This not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more opportunitys. In short, this Insightly - Gmail integration is essential for any business to stay organized and ensure that the team is always aware of new opportunitys.
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Connect more apps to your Gmail + Insightly flow

Bring in communication, scheduling, or document tools to extend your email and CRM pipeline. Pick a combination and activate it in one click.

Gmail
Insightly
+
Google CalendarGoogle Calendar (6)
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SlackSlack (6)
+
CalendlyCalendly (5)
+
MailchimpMailchimp (5)
+
PandaDocPandaDoc (5)
+
QuickBooks OnlineQuickBooks Online (5)
G
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Add every new Gmail email contact to Insightly, and schedule a follow-up meeting in Google Calendar
Incoming Gmail emails automatically create new Insightly contacts and schedule follow-ups in Google Calendar without manual data entry.
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When a new lead is created in Insightly, log it from Gmail and block time in Google Calendar
New Insightly leads trigger email tracking in Gmail and block preparation time in Google Calendar.
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When an Insightly contact is updated, send a confirmation via Gmail and update Google Calendar
Updated Insightly contacts trigger notification emails in Gmail and calendar updates in Google Calendar.
G
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If an email matching search arrives in Gmail, create an Insightly task and schedule a Google Calendar review
Targeted Gmail searches create Insightly tasks and schedule review slots in Google Calendar automatically.
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Use Claude to summarise important Gmail emails, create an Insightly task, and schedule a Google Calendar slot
Claude summarises incoming Gmail emails to create actionable Insightly tasks and Google Calendar events.
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When an Insightly project is created, send a welcome email in Gmail and schedule kickoff in Google Calendar
New Insightly projects trigger client welcome emails in Gmail and kickoff meetings in Google Calendar.

Supported triggers and actions for Gmail and Insightly

Mix and match to build the exact automation you need

Gmail
Gmail Triggers & Actions
Email is received in Gmail
Triggers the automation when an email is received
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Label is added to email in Gmail
Triggers the automation when any email is labelled
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New email is starred in Gmail
Triggers the automation when any email is starred
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Email matching search is received in Gmail
Triggers the automation when an incoming email matches a particular search criteria
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Thread is started in Gmail
Triggers the automation when a new thread is created
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Label is created in Gmail
Triggers the automation when a new label is created
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Send email in Gmail
Sends an email to a recipient
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Reply to email in Gmail
Replies to an email
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Create draft in Gmail
Adds a new contact to the contact list
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Create draft reply in Gmail
Adds a new contact to the contact list
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Delete label in Gmail
Removes a particular label from the selected item
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Search email in Gmail
Scan email inbox for keywords or sender
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Add label to email in Gmail
Categorize and organize emails by adding labels based on criteria
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Remove label from email in Gmail
Removes a label from an email
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Create label in Gmail
Generates a new label
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Update label in Gmail
Modify the label information
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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 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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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 Gmail + Insightly?

Streamline your communication and CRM workflows with automated triggers, contact syncs, and real-time updates.

What you can automate?
📥
Turn incoming emails into new CRM contacts automatically
Capture every inbound email received in Gmail and create a corresponding contact or lead in Insightly within seconds. Eliminate manual copy-pasting and ensure every prospect enters your pipeline.
📋
Capture every submitted field from customer emails
Extract names, email addresses, phone numbers, and custom notes from incoming Gmail messages into your Insightly records. Your CRM database becomes a complete, structured source for sales follow-up.
🔔
Alert your team as soon as an important email arrives
Notify your team channels or specific reps the moment a high-value email or lead hits your inbox. Speed up response times and close deals faster.
🔀
Route records based on submitted email content
Evaluate incoming email text or keywords to create high-priority leads for enterprise inquiries or standard contacts for general questions. Direct each submission to the right workflow branch.
🔄
Keep your CRM destination up to date as threads change
Update existing Insightly contacts, leads, or organisations whenever new email replies or thread updates occur in Gmail. Your customer history stays perfectly synchronized.
🔍
Search and update instead of creating duplicate records
Check whether a contact or organisation already exists in Insightly before creating a new entry from an incoming email. Keep your CRM clean and free of duplicate profiles.
🏷️
Handle later status changes and label updates
Apply Gmail labels, update email threads, or modify Insightly opportunities when a deal stage changes or a project progresses. Maintain clear status tracking across systems.
💬
Extend your workflow to messaging and team collaboration apps
Connect Gmail and Insightly with Slack to announce new leads, post task reminders, and keep your entire team informed of every pipeline movement.
And much more...

Who is Gmail + Insightly integration for?

Connect your email communications with your CRM pipeline to eliminate manual data entry, accelerate response times, and keep client records fully synchronized.

Performance Marketers
Performance Marketers
Sales Reps
Sales Reps
Account Managers
Account Managers
Support Leads
Support Leads
Operations Coordinators
Operations Coordinators
Finance & Admin Teams
Finance & Admin Teams
📈
Performance Marketers
You're reviewing campaign response emails and tracking lead conversions by hand, but your CRM counts only update when someone manually exports data, so your pipeline metrics are always hours behind — this integration means every inbound email creates a contact instantly and your metrics stay current.
Sales Reps
You receive inbound prospect emails in your inbox every morning, but you find out about them too late because someone has to copy the details into Insightly by hand — with this integration, every lead appears in your CRM pipeline immediately so you can reach out first.
🤝
Account Managers
You answer client emails all day and try to keep project updates logged in Insightly, but client stakeholders complain when records fall out of date — automating both apps means every thread and contact syncs automatically and your clients see accurate progress.
🎫
Support Leads
The volume of client request emails is too high for anyone to keep up with by hand, leading to missed support tickets and incomplete CRM histories — connecting these apps means every message generates an Insightly task automatically and nothing gets lost.
⚙️
Operations Coordinators
You own the onboarding stage and depend on sales reps to hand over customer email details before you can begin work, causing frustrating operational bottlenecks — automating both apps means every new contact triggers your workflow tasks instantly.
📊
Finance & Admin Teams
You need a reliable customer history in your CRM and keep finding gaps where email communications were never recorded in Insightly — this integration means every email thread is captured accurately and your audit history remains complete.
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 Gmail + Insightly

Build and manage your Gmail + 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 Gmail + 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 Gmail to Insightly?
Frequently Asked Questions
You can connect Gmail to Insightly in 1-click using ready-made workflows on Integrately, or use Integrately AI to build custom multi-step automations combining Google Calendar, Slack, and other tools.
Can I automatically create Insightly contacts from incoming Gmail emails?
Frequently Asked Questions
Can I connect Gmail, Insightly, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Gmail and Insightly?
Frequently Asked Questions
How does Gmail handle incoming emails in these automations?
Frequently Asked Questions
How does Insightly store new contacts created from emails?
Frequently Asked Questions
Can I set up these automations without coding?
Frequently Asked Questions
Is the Gmail and Insightly integration free?
Frequently Asked Questions
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You Can Also Connect Gmail or Insightly With 1500+ Other Apps

Gmail
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Insightly
Popular Insightly Integrations
Sync Insightly with accounting, invoicing, and project tracking tools to keep your business operations connected.
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