Insightly + Lob Integration

Integrate Insightly to Lob in one click, or tell Integrately AI how you want each contact handled. Verify addresses, trigger direct mail campaigns, and mail letters or postcards seamlessly.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • 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
    Project is created in Insightly
  • Insightly
    Opportunity is created in Insightly
  • Insightly
    Opportunity is updated in Insightly
Arrow Right
2.
  • 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
  • Lob
    Send letter in Lob
  • Lob
    Send postcard in Lob
  • Lob
    Verify US address in Lob
  • Lob
    Verify international address in Lob

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Ready Workflows Ready Workflows for Insightly + Lob Integration

Mail welcome letters for new contacts, dispatch postcards for new leads, verify addresses, and trigger postal campaigns, all in just one click.

Most popular automationsmost-popular-automations
Insightly + Lob Integration

Send Lob message for new Insightly task

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

Plus, you can customize the message 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 + Lob Integration

Send Lob message for new Insightly contact

Anytime a new contact is added to your Insightly, automatically send them a message through Lob 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 - Lob 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 + Lob Integration

Send Lob message 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 Lob message 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 - Lob integration is essential for any business to stay organized and ensure that the team is always aware of new opportunitys.
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  • 1of1
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 Insightly + Lob flow

Capture lead data, update your CRM, alert your team, and trigger follow-ups across your entire stack. Pick a combination and activate it in one click.

Insightly
Lob
+
GmailGmail (4)
+
HubSpotHubSpot (4)
+
MailchimpMailchimp (4)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
+
StripeStripe (4)
I
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Send a Lob welcome letter for every new Insightly contact, and email your team via Gmail.
New Insightly contacts automatically trigger a Lob welcome letter and an alert email in Gmail, eliminating manual printing and notification delays.
I
L
G
Verify new Insightly lead addresses in Lob, and send a confirmation summary in Gmail.
Every new lead created in Insightly has its address verified in Lob before a summary email is sent through Gmail.
I
L
G
When an Insightly opportunity is updated, mail a follow-up postcard via Lob and email the account manager in Gmail.
Updated Insightly opportunities automatically trigger a Lob postcard and an email notification in Gmail.
I
L
C
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Use ChatGPT to analyse every new Insightly contact, mail a tailored Lob letter, and email the draft via Gmail.
Use ChatGPT to craft personalised outreach for new Insightly contacts before sending a Lob letter and emailing a copy via Gmail.

Supported triggers and actions for Insightly and Lob

Mix and match to build the exact automation you need

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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Project is created in Insightly
Triggers the automation when a new project is created
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Opportunity is created in Insightly
Triggers the automation when any opportunity is updated
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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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Lob
Lob Triggers & Actions
No trigger is available
Send letter in Lob
Sends a letter
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Send postcard in Lob
Sends a physical postcard to a designated recipient
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Verify US address in Lob
Validates and ensure accuracy of us addresses
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Verify international address in Lob
Verify the validity of an international address
Try it →

What can you automate with Insightly + Lob?

Streamline your CRM data management and direct mail fulfillment with powerful automated workflows.

What you can automate?
📮
Trigger physical mail from new CRM contacts
Send welcome letters or postcards through Lob automatically the moment a new contact or lead is created in Insightly, removing manual trips to the post office.
🔍
Verify US and international addresses instantly
Run address verification checks in Lob for every new Insightly lead or organisation to eliminate returned mail and invalid postal charges.
📢
Alert your team about direct mail dispatch
Notify your sales or operations channels in Slack or Gmail immediately when Lob successfully processes and mails physical correspondence for an Insightly record.
🔀
Route postal campaigns based on lead tier
Send premium gift letters for enterprise opportunities in Insightly while routing standard prospects to postcards through Lob based on submitted field criteria.
🔄
Update CRM records when mail statuses change
Keep your Insightly opportunities and contact notes current by reflecting address verification results and mailing confirmations automatically.
🛡️
Prevent duplicate mailings with smart lookups
Search existing contacts and organisations in Insightly before triggering Lob mailers, ensuring prospects never receive duplicate letters.
📊
Log mailing activity across your sheets and CRM
Capture every direct mail event in Google Sheets or HubSpot alongside your Insightly pipeline data for complete campaign reporting.
Extend your postal workflow to supporting apps
Connect your Insightly and Lob workflow with tools like Slack, Google Sheets, or Stripe to coordinate billing, notifications, and fulfillment seamlessly.
And much more...

Who is Insightly + Lob integration for?

Teams managing CRM contacts and physical mail campaigns rely on this integration to eliminate manual office trips, address errors, and delayed outreach.

Performance marketers
Performance marketers
Sales development reps
Sales development reps
Account managers
Account managers
Operations coordinators
Operations coordinators
Customer success teams
Customer success teams
CRM administrators
CRM administrators
📈
Performance marketers
You're running direct mail campaigns based on CRM segments, but manual export delays mean your postal runs go out days after leads convert — with this integration, every new lead triggers physical mail instantly and your campaigns stay timely.
Sales development reps
You need to dispatch physical introductory packets the moment a promising lead enters your pipeline, but manual printing slows you down — this integration means every new contact triggers automated mailings right away.
🤝
Account managers
You coordinate client onboarding packages that depend on accurate CRM data, but address typos cause returned mail and client friction — connecting these apps means every address is verified before mailing.
📦
Operations coordinators
You handle high-volume postal fulfillment for hundreds of CRM opportunities every week, but manual data entry leads to missing mailings — automating both apps means every stage change triggers correct fulfillment without human error.
🔄
Customer success teams
You depend on upstream sales handovers to trigger welcome gifts and letters, but communication gaps delay onboarding — this integration means every new account automatically initiates the physical welcome sequence.
🗂️
CRM administrators
You audit postal outreach history against CRM contact records, but manual logging leaves frustrating gaps in your tracking — automating both apps means every letter and postcard is logged accurately.
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 Insightly + Lob

Build and manage your Insightly + Lob automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Insightly + Lob 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 Insightly to Lob?
Frequently Asked Questions
You can connect Insightly to Lob in 1-click using ready workflows or Integrately AI, enabling seamless direct mail fulfillment alongside apps like Gmail, HubSpot, and Slack.
Can I automatically send physical mail when a new lead is created in Insightly?
Frequently Asked Questions
Can I connect Insightly, Lob, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Insightly and Lob?
Frequently Asked Questions
How does Insightly trigger direct mail campaigns in Lob?
Frequently Asked Questions
Can Lob verify addresses before sending mail from Insightly?
Frequently Asked Questions
Do I need coding skills to automate Insightly and Lob?
Frequently Asked Questions
Is the Insightly and Lob integration free?
Frequently Asked Questions
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You Can Also Connect Insightly or Lob With 1500+ Other Apps

Insightly
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Lob
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Sync Lob with e-commerce, marketing, and invoicing tools to keep physical mail campaigns running across your stack.
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