Insightly + Intercom Integration
Integrate Insightly to Intercom in one click, or tell Integrately AI how you want each lead handled. Capture contact details, create leads in Intercom, update your customer records, and trigger follow-ups 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
Admin opened conversation in Intercom Instant- User or lead is replied in Intercom Instant
- Lead is untagged in Intercom Instant
- Lead is tagged in Intercom Instant
- Email is added to lead in Intercom Instant
- Message is created from user or lead in Intercom Instant
- Conversation is closed by admin in Intercom Instant
- Company is created in Intercom Instant
- Lead is created in Intercom Instant
- Conversation is snoozed in Intercom Instant
- Conversation is partially deleted in Intercom Instant
- Conversation is tagged in Intercom Instant
- Event is created in Intercom Instant
- User email is updated in Intercom Instant
- User is unsubscribed in Intercom Instant
- User is deleted in Intercom Instant
- User is created in Intercom Instant
- Conversation is assigned to any teammate in Intercom Instant
- Note is added to conversation in Intercom Instant
- Admin initiates conversation in Intercom Instant
- Teammate replied in Intercom Instant
2.
- Update task in Insightly
- Update Contact in Insightly
- Get task by ID in Insightly
- Get organization by ID in Insightly
- Update opportunity in Insightly
- Get opportunity by ID 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
- Search user in Intercom
- Search company in Intercom
- Search lead in Intercom
- Create event in Intercom
- Send message in Intercom
- Add/Remove tag on company in Intercom
- Update company in Intercom
- Add tag on lead in Intercom
- Update lead in Intercom
- Create lead in Intercom
- Update user in Intercom
- Get admin by id in Intercom
- Add contact to company in Intercom
- Remove tag from user in Intercom
- Add tag to user in Intercom
- Create user in Intercom
Trusted by experts at...
Ready Workflows for Insightly + Intercom Integration
Capture leads from Insightly, create new Intercom records, update customer information, alert your support team, and trigger follow-ups, 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 Insightly + Intercom flow
Extend your workflow by syncing support tickets, notifying your team on chat, and logging customer data across your tools. Pick a combination and activate it in one click.
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Salesforce (3)
Salesforce (3) +
HubSpot (3)
HubSpot (3) +
Gmail (3)
Gmail (3) +
Mailchimp (3)
Mailchimp (3) +
Slack (3)
Slack (3) +
Calendly (3)
Calendly (3) I
S
I
Create a Salesforce contact when a new lead is created in Insightly, and add a lead in Intercom
New Insightly leads instantly appear in Salesforce as contacts and get created in Intercom, keeping your sales and support data unified.
I
S
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When a contact is updated in Insightly, update the Salesforce record and update the user in Intercom
Contact updates in Insightly automatically propagate to Salesforce and Intercom without manual copy-pasting.
I
S
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Create a Salesforce task when a task is created in Insightly, and send a message in Intercom
New tasks in Insightly generate corresponding Salesforce tasks and notify Intercom users automatically.
Supported triggers and actions for Insightly and Intercom
Mix and match to build the exact automation you need
Insightly Triggers & Actions
Intercom Triggers & Actions
Instant
Admin opened conversation in Intercom
Triggers the automation when a conversation is opened by an admin
Try it → Instant
User or lead is replied in Intercom
Triggers the automation when a reply is sent to the user or lead
Try it → Instant
Lead is untagged in Intercom
Triggers the automation when the tag attached to any lead is removed
Try it → Instant
Email is added to lead in Intercom
Triggers the automation when email address is added to a lead
Try it → Instant
Message is created from user or lead in Intercom
Triggers the automation when a message is sent by a user or lead
Try it → Instant
Conversation is closed by admin in Intercom
Triggers the automation when any conversation is marked as closed by the admin
Try it → Instant
Company is created in Intercom
Triggers the automation when a new company is created
Try it → Instant
Conversation is snoozed in Intercom
Triggers the automation when a conversation is paused for later
Try it → Instant
Conversation is partially deleted in Intercom
Triggers the automation when parts of a conversation are deleted
Try it → Instant
Conversation is tagged in Intercom
Triggers the automation when a tag is assigned to any conversation
Try it → Instant
User email is updated in Intercom
Triggers the automation when a user's email address is updated
Try it → Instant
User is unsubscribed in Intercom
Triggers the automation when a user removed from a list
Try it → Instant
Conversation is assigned to any teammate in Intercom
Triggers the automation when someone is assigned to a conversation
Try it → Instant
Note is added to conversation in Intercom
Triggers the automation when a new note is added to any conversation
Try it → Instant
Admin initiates conversation in Intercom
Triggers the automation when an admin sends the first message to any user
Try it → What can you automate with Insightly + Intercom?
Synchronise contacts, automate lead creation, manage customer support conversations, and keep your entire database updated across platforms.
🔄
Sync new leads instantly between systems
Automatically generate an Intercom lead the moment a new lead is created in Insightly. Eliminate manual data entry and ensure immediate visibility for your support team.
📋
Capture every submitted contact detail
Map all available lead fields from Insightly straight into Intercom records instead of only basic names. Your customer profiles become a complete source for review and follow-up.
🔔
Notify your team the moment events occur
Send instant channel alerts or internal messages whenever an Insightly task or opportunity is created. Keep every department aligned on high-priority actions.
🔀
Route records based on submitted criteria
Trigger different actions depending on specific field values submitted in Insightly. Send VIP leads to specialized support queues while standard leads follow normal paths.
✏️
Keep customer profiles up to date
Automatically propagate contact modifications from Insightly to Intercom. Prevent outdated information from causing communication errors.
🔍
Prevent duplicate records with smart matching
Search existing databases before creating new entries. Update matching records instead of generating unnecessary duplicate contacts.
📌
Handle project and opportunity status changes
Track pipeline milestones by updating corresponding records when opportunities or projects change stages in Insightly.
🔌
Extend workflows to team communication tools
Connect your core Insightly and Intercom setup with Slack to broadcast important milestone updates across company channels.
And much more...
Who is Insightly + Intercom integration for?
Sales and support teams handling customer relationships and help desk tickets need seamless data synchronisation to avoid missed follow-ups and unmanaged queries.
Performance marketers
Customer support leads
Account managers
Sales representatives
Project coordinators
Operations managers
📈
Performance marketers
You're running campaigns across multiple channels but your CRM records only update when someone manually exports leads, so the conversion counts you're optimising against are always a few hours behind — with this integration, every new lead lands in Intercom instantly and your data stays current.
⚡
Customer support leads
You need to answer inbound customer queries instantly, but support tickets get stuck because agents have to manually check Insightly records before replying — with this integration, every customer detail is synced automatically and your team responds without delay.
🤝
Account managers
You report on client onboarding progress to stakeholders every week, but manual data entry means your status boards frequently miss recent updates — automating both apps means your records update in real time and your reports are always accurate.
📊
Sales representatives
The volume of inbound leads is too high for anyone to keep up by hand, leading to missed follow-ups and lost pipeline opportunities — with this integration, every contact flows straight into your workflow without manual copy-pasting.
🔄
Project coordinators
You own the project delivery phase and depend on sales reps upstream to hand over client details correctly, but manual handoffs cause endless communication gaps — connecting these apps means every project brief populates automatically.
🗂️
Operations managers
You need a reliable customer history across your tech stack, but fragmented tools leave persistent gaps in audit trails and logs — this integration means every interaction and record syncs cleanly without omissions.
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 Insightly + Intercom
Build and manage your Insightly + Intercom automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Insightly + Intercom 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 Insightly + Intercom Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Insightly to Intercom?
You can connect Insightly to Intercom in 1 click using ready workflows on Integrately, or use Integrately AI to build custom automations with apps like Salesforce, HubSpot, Gmail, Mailchimp, Slack, and Calendly.
Can I automatically create Intercom leads from new Insightly leads?
Can I connect Insightly, Intercom, and Slack?
What is a good Zapier alternative for Insightly and Intercom?
How does Insightly handle contact updates in this integration?
How does Intercom manage user profiles during automation?
Can I automate workflows between Insightly and Intercom without coding?
Is the Insightly and Intercom integration free?
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