Insightly + Mautic Integration

Integrate Insightly to Mautic in one click, or tell Integrately AI how you want each contact handled. Sync new leads, update your marketing segments, alert your team, and trigger personalized follow-ups automatically.

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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
    Opportunity is created in Insightly
  • Insightly
    Project is created in Insightly
  • Insightly
    Opportunity is updated in Insightly
  • Mautic
    Contact is created in Mautic Instant
  • Mautic
    Contact is updated in Mautic Instant
  • Mautic
    Contact points is changed in Mautic Instant
  • Mautic
    Form is submitted in Mautic Instant
  • Mautic
    Email viewed in Mautic Instant
  • Mautic
    Landing page visited by a contact in Mautic Instant
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2.

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Ready Workflows Ready Workflows for Insightly + Mautic Integration

Sync leads, add contacts to marketing segments, keep CRM records updated, trigger email campaigns, and track interactions, all in just one click.

Most popular automationsmost-popular-automations
Mautic + Insightly Integration

Create Insightly contact for new Mautic form submission

When someone completes your Mautic, a new contact is automatically created in your Insightly. This way, you can quickly follow up with the form submission and turn them into a customer!

Plus, all of the information from the Mautic is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Mautic - Insightly integration set up makes it easy to manage your customer relationships and grow your business.
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Mautic + Insightly Integration

Create Insightly opportunity for new Mautic form submission

Integrating your Insightly with your Mautic, can help you automatically create new opportunitys based on form submissions recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This Mautic - Insightly integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
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Mautic + Insightly Integration

Create Insightly contact for new Mautic contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Insightly contact and Mautic contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Mautic + Insightly Integration

Create Insightly opportunity for new Mautic contact

This automation makes it easy to create new opportunitys in Insightly when a new contact is created in Mautic. Just connect your accounts, and every time a new contact is created in Mautic, a new opportunity will automatically be created in Insightly.

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
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Mautic + Insightly Integration

Create Insightly task for new Mautic form submission

It's important to stay on top of your customer relationships, and one way to do that is to create Insightly tasks for new Mautic form submissions received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Insightly task for new Mautic form submission received today - your customers will thank you for it!
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Mautic + Insightly Integration

Create Insightly task for new Mautic contact

Insightly and Mautic are two powerful cloud-based tools that can be used to improve business productivity. Using this Insightly - Mautic integration, you can automatically create task in Insightly whenever a new contact is created in Mautic.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
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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 Insightly + Mautic flow

Send contact updates to your team, schedule onboarding meetings, collect additional data through forms, and manage client communications across your entire stack. Pick a combination and activate it in one click.

Insightly
Mautic
+
GmailGmail (4)
+
SlackSlack (4)
+
CalendlyCalendly (3)
+
StripeStripe (3)
+
TypeformTypeform (3)
+
ZoomZoom (3)
I
M
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Add every new Insightly contact to Mautic, and send a welcome email via Gmail
New Insightly contacts appear in Mautic instantly while Gmail sends a personalised welcome message, so your leads hear from you without delay.
M
I
G
When a Mautic contact points is changed, update the Insightly contact and notify your team via Gmail
Mautic score changes update Insightly records automatically and alert your team in Gmail, keeping sales informed of active leads.
I
M
G
If an Insightly lead is created with VIP status, add them to Mautic and send an onboarding email via Gmail
VIP leads created in Insightly are added to Mautic and immediately welcomed via Gmail, giving high-value prospects instant attention.
I
M
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Use Claude to summarise Insightly contact notes, update Mautic, and email the brief via Gmail
Claude generates a concise contact summary from Insightly notes, syncs it to Mautic, and emails the briefing to your team via Gmail.

Supported triggers and actions for Insightly and Mautic

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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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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Mautic
Mautic Triggers & Actions
Instant
Contact is created in Mautic
Triggers the automation when a new contact is created
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Instant
Contact is updated in Mautic
Triggers the automation when a contact is updated
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Instant
Contact points is changed in Mautic
Triggers the automation when contact points are updated
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Instant
Form is submitted in Mautic
Triggers the automation when a form is filled
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Instant
Email viewed in Mautic
Triggers the automation when an engagement action is created or modified
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Instant
Landing page visited by a contact in Mautic
Triggers the automation when a particular landing page is visited by any contact
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Create or update contact in Mautic
Adds or update contact information
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Add contact to segment in Mautic
Adds a new contact to a segment for targeted communication
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Search contact in Mautic
Finds and retrieves contact information
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Create or update company in Mautic
Creates or update company profile with the latest information
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Search company in Mautic
Finds information about a company
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What can you automate with Insightly + Mautic?

Streamline your sales and marketing operations by connecting Insightly and Mautic for seamless data synchronisation.

What you can automate?
Sync new Insightly leads to Mautic automatically
Create or update contacts in Mautic the moment a new lead or contact is created in Insightly. Your marketing team can begin nurturing prospects immediately without waiting for manual list exports.
📋
Capture every submitted form field accurately
Map all available Mautic form submission answers into your Insightly contacts and leads instead of just basic names and emails. Your CRM records become a comprehensive resource for sales outreach.
🔔
Alert your team as soon as activity happens
Notify your sales or marketing channel instantly whenever important contact updates or form submissions occur. Keep stakeholders informed of pipeline activity without checking multiple dashboards.
🔀
Route contacts based on submitted criteria
Add contacts to specific Mautic segments or assign Insightly tasks based on custom field values or lead tier selections. Ensure high-value prospects receive tailored attention right away.
🔄
Keep both platforms updated as details change
Ensure modifications made to contacts in Mautic automatically update corresponding records in Insightly. Eliminate discrepancies between your marketing database and sales CRM.
🛡️
Prevent duplicate records with smart matching
Search existing databases before creating new entries to ensure contacts and organisations are updated rather than duplicated. Maintain a clean, organised database across both tools.
📊
Handle stage and status changes dynamically
Update opportunity stages, adjust contact scores, or modify segment memberships automatically when deal progress or customer behavior shifts. Keep your customer lifecycle tracking precise.
🔗
Extend your workflow to team communication apps
Connect your Insightly and Mautic core flow with Slack or Gmail to notify team members, send welcome emails, or coordinate follow-up tasks instantly.
And much more...

Who is Insightly + Mautic integration for?

Sales and marketing teams managing customer lifecycles across Insightly and Mautic will eliminate manual data entry and keep outreach perfectly aligned.

Performance marketers
Performance marketers
Sales reps
Sales reps
Account managers
Account managers
Customer support leads
Customer support leads
Operations managers
Operations managers
Data analysts
Data analysts
📈
Performance marketers
You're running marketing campaigns and tracking conversions, but your Mautic segments only update when someone manually exports contacts, so the campaign counts you're reviewing are always hours behind — with this integration, every new contact syncs instantly and your marketing data stays current.
Sales reps
You need to follow up with hot prospects the moment they express interest, but form submissions in Mautic take hours to appear in your Insightly pipeline — connecting these apps means every submission creates a contact instantly and your sales team can act without delay.
🤝
Account managers
You answer to clients who expect real-time project visibility, but task updates in Insightly never make it to your customer records — automating both apps means every project status change is reflected immediately and your client reporting is always accurate.
📨
Customer support leads
The volume of inbound form enquiries is too high for anyone to keep up by hand, leading to missed customer follow-ups and delayed responses — with this integration, every submission is logged and routed automatically without manual sorting.
🔄
Operations managers
You own the handoff from marketing campaigns to sales pipelines, but data silos between Mautic and Insightly cause dropped leads and mismatched records — this integration means every contact moves smoothly between teams with zero data loss.
📋
Data analysts
You need a reliable history of customer interactions for accurate reporting, but manual data entry keeps leaving frustrating gaps in your records — connecting these apps means every contact update and activity is captured reliably.
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 + Mautic

Build and manage your Insightly + Mautic 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 + Mautic 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 Insightly to Mautic?
Frequently Asked Questions
You can connect Insightly to Mautic in 1 click using ready templates on Integrately, or use Integrately AI to build custom workflows. Link your accounts, select your triggers, and automate data flow with tools like Slack and Gmail.
Can I automatically sync new Insightly leads to Mautic?
Frequently Asked Questions
Can I connect Insightly, Mautic, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Insightly and Mautic?
Frequently Asked Questions
How does Insightly handle contact updates in this integration?
Frequently Asked Questions
Can Mautic form submissions update Insightly records?
Frequently Asked Questions
Do I need coding skills to automate Insightly and Mautic?
Frequently Asked Questions
Is the Insightly and Mautic integration free?
Frequently Asked Questions
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