Google Sheets + Insightly Integration

Integrate Google Sheets to Insightly in one click, or tell Integrately AI how you want each lead handled. Enrich and qualify leads, update your sheets and CRM, alert your team, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Google Sheets
    Spreadsheet row is created in Google Sheets
  • Google Sheets
    Spreadsheet row is created or updated in Google Sheets
  • Google Sheets
    Spreadsheet is created in Google Sheets
  • Google Sheets
    Worksheet is created in Google Sheets
  • 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 Google Sheets + Insightly Integration

Capture leads, organise responses, keep sheets updated, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Google Sheets + Insightly Integration

Create Insightly contact for new Google Sheets row

Automatically creating Insightly contact records for new Google Sheets row entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!
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Insightly + Google Sheets Integration

Create Google Sheets row for new Insightly contact

When a new contact is created in your Insightly, you can automatically create a row for them in your Google Sheets. This way, you'll always have up-to-date information on your contacts and can easily track their progress. Plus, you won't have to manually enter data into multiple systems - it will all be taken care of automatically.

So go ahead and set up this integration - it will make your life much easier!
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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 Google Sheets + Insightly flow

Send emails, update campaigns, alert teams, schedule meetings, process payments, and collect signatures after your core pair runs. Pick a combination and activate it in one click.

Google Sheets
Insightly
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GmailGmail (8)
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MailchimpMailchimp (8)
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SlackSlack (8)
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CalendlyCalendly (8)
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StripeStripe (8)
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DocuSignDocuSign (8)
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Create an Insightly contact from every new Google Sheets row, and send a confirmation email in Gmail.
New Google Sheets rows immediately appear in Insightly as contacts, and Gmail sends a confirmation email to the recipient instantly.
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When a new Insightly lead is created, log it in Google Sheets and email the sales team using Gmail.
Insightly leads are logged in Google Sheets the moment they arrive, and Gmail alerts your sales team immediately.
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When an Insightly opportunity moves to a new stage, update the matching Google Sheets row and send a status update via Gmail.
Opportunity stage changes update your Google Sheets records automatically, and Gmail notifies stakeholders.
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Create an Insightly task for every Google Sheets row marked for follow-up, and email the assignee using Gmail.
Follow-up tasks are created in Insightly from Google Sheets rows, and Gmail notifies the assigned team member.
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If an Insightly lead has high budget, add it to your Google Sheets enterprise tab and email the account executive via Gmail.
High-value Insightly leads are routed to your Google Sheets enterprise tab, and Gmail notifies the account executive.
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When an Insightly project is marked completed, update the Google Sheets tracking row and email the client via Gmail.
Completed Insightly projects update your Google Sheets tracker, and Gmail sends a completion notice to the client.
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Use Claude to analyse every new Insightly lead, save the notes in Google Sheets, and send a briefing email via Gmail.
Claude analyses new Insightly leads, Google Sheets stores the structured notes, and Gmail emails the briefing.
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Turn every won Insightly deal into a Google Sheets tracking row, create a customer record in Stripe, and email the receipt via Gmail.
Won Insightly deals create Google Sheets tracking rows, set up Stripe customers, and email receipts via Gmail.

Supported triggers and actions for Google Sheets and Insightly

Mix and match to build the exact automation you need

Google Sheets
Google Sheets Triggers & Actions
Spreadsheet row is created in Google Sheets
Triggers the automation when a spreadsheet row is created
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Spreadsheet row is created or updated in Google Sheets
Triggers the automation when a spreadsheet row is created or updated
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Spreadsheet is created in Google Sheets
Triggers the automation when a spreadsheet is created
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Worksheet is created in Google Sheets
Triggers the automation when a new worksheet is created
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Create spreadsheet row in Google Sheets
Adds a new row to a spreadsheet
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Search row using column and value in Google Sheets
Locates and retrieves rows based on a particular column and value parameter
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Update spreadsheet row in Google Sheets
Updates a row in a spreadsheet with new data
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Search multiple rows using column and value in Google Sheets
Searches for multiple rows using a column and value
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Delete spreadsheet row in Google Sheets
Deletes a row from a spreadsheet
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Get rows by range in Google Sheets
Retrieves rows within a particular range from a given data source
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Create spreadsheet in Google Sheets
Creates a new spreadsheet
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Search for spreadsheet in Google Sheets
Searches for a spreadsheet
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Copy worksheet in Google Sheets
Duplicate a worksheet within the same spreadsheet
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Create worksheet in Google Sheets
Generates a new worksheet with particular details
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Create spreadsheet row(Line Item Support) in Google Sheets
Adds a new row to a spreadsheet with line item support
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Create spreadsheet column in Google Sheets
Adds a new column to a spreadsheet
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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 Google Sheets + Insightly?

Streamline your data management and CRM workflows with powerful automated connections between Google Sheets and Insightly.

What you can automate?
🔄
Sync new rows into CRM leads
Turn every new spreadsheet row created in Google Sheets into a qualified lead inside Insightly automatically. Eliminate manual copy-pasting and ensure every prospect is logged.
📋
Capture every submitted field
Map all available form answers into separate Google Sheets columns instead of just names and emails. Your tracking sheet becomes a comprehensive source for review and follow-up.
🔔
Notify your team instantly
Alert your sales representatives the moment a new contact or lead arrives in your system. Keep response times fast and ensure no opportunity is overlooked.
🔀
Route records based on submitted data
Send high-value enterprise leads to priority tracking sheets while routing standard submissions to general queues. Tailor your workflow based on specific criteria.
✏️
Keep tracking sheets updated
Update your Google Sheets rows automatically whenever Insightly deal stages change or projects progress. Maintain accurate records without manual editing.
🔍
Search and update existing records
Search for existing spreadsheet rows using column values and update them instead of creating duplicate entries. Keep your database clean and organized.
💰
Track revenue and status changes
Record deal values, won opportunities, and closed projects in your financial spreadsheets the moment they happen in Insightly.
🌐
Extend your workflow to messaging apps
Connect your core Google Sheets and Insightly flow with Slack or Gmail to notify team members and dispatch automated follow-up messages.
And much more...

Who is Google Sheets + Insightly integration for?

Connect Google Sheets and Insightly to eliminate manual data entry, streamline pipeline tracking, and keep sales and operations teams perfectly aligned.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Account managers
Account managers
Operations teams
Operations teams
Sales development reps
Sales development reps
Project coordinators
Project coordinators
📈
Performance marketers
You're running tracking reports in Google Sheets but campaign data only updates when someone manually exports leads, so the row counts you're optimising against are always a few hours behind — with this integration, every new lead lands in the sheet instantly and your data stays current.
Sales representatives
You need to act fast on incoming prospects, and you find out too late when leads sit untouched in unmonitored spreadsheets — automating both apps means every new submission creates an Insightly lead instantly so you can reach out first.
📊
Account managers
You answer to a client or an outside party who wants to see project progress, but compiling manual status reports takes hours every week — this integration means your Google Sheets trackers update automatically as Insightly projects move forward.
🔄
Operations teams
The volume of customer records is too high for anyone to keep up by hand, leading to missing rows and mismatched CRM entries — connecting these apps means every submission syncs across your systems without manual intervention.
🎯
Sales development reps
You own the next step and depend on someone upstream to hand over contact details before you can start outreach — automating both apps means every lead created in Insightly populates your Google Sheets follow-up queue immediately.
🗂️
Project coordinators
You need a reliable history of all project milestones and keep finding gaps where team members forgot to log updates — connecting these apps means every project status change is recorded in your Google Sheets archive automatically.
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 Google Sheets + Insightly

Build and manage your Google Sheets + 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 Google Sheets + 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
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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in $19.99

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Frequently Asked Questions

How do I connect Google Sheets to Insightly?
Frequently Asked Questions
You can connect Google Sheets to Insightly in 1 click using ready templates on Integrately, or ask Integrately AI to build the automation. It takes seconds to link your accounts and connect with apps like Gmail, Slack, and Stripe.
Can I automatically create Insightly leads from new Google Sheets rows?
Frequently Asked Questions
Can I connect Google Sheets, Insightly, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Google Sheets and Insightly?
Frequently Asked Questions
How do Google Sheets data updates trigger Insightly actions?
Frequently Asked Questions
How do Insightly leads and contacts sync to Google Sheets?
Frequently Asked Questions
Can I automate Google Sheets and Insightly without coding?
Frequently Asked Questions
Is the Google Sheets and Insightly integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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You Can Also Connect Google Sheets or Insightly With 1500+ Other Apps

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