Monday.com + Insightly Integration

Connect Monday.com to Insightly in 1 click

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1.
  • Monday.com
    Sub-item is created in Monday.com Instant
  • Monday.com
    Item is created in board in Monday.com Instant
  • Monday.com
    Specific column value is changed on board in Monday.com Instant
  • Monday.com
    Column value is changed on board in Monday.com Instant
  • Monday.com
    Item is moved to specific group in Monday.com Instant
  • Monday.com
    Update is created in Board in Monday.com Instant
  • Monday.com
    Sub-item column value is changed on board in Monday.com Instant
  • Monday.com
    Item is moved to any group in Monday.com Instant
  • Monday.com
    Item is deleted in board in Monday.com Instant
  • Monday.com
    Item name is changed in Monday.com Instant
  • Monday.com
    Column is created for item in Monday.com Instant
  • Monday.com
    Item is archived in board in Monday.com Instant
  • Monday.com
    Item is restored in board in Monday.com Instant
  • Monday.com
    Sub-item name is changed in Monday.com Instant
  • Monday.com
    Comment is added to subitem in Monday.com Instant
  • Monday.com
    Sub-item is moved in Monday.com Instant
  • Monday.com
    Sub-item is archived in Monday.com Instant
  • Monday.com
    Sub-item is deleted in Monday.com Instant
  • Monday.com
    Update is created in Monday.com
  • Monday.com
    Board is created in Monday.com
  • Monday.com
    User joins in Monday.com
  • 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 Monday.com + Insightly Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Insightly + Monday.com Integration

Create Monday.com item for new Insightly task

Insightly provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from Insightly. Monday.com is a great tool for this.

All you need to do is - integrate Monday.com with Insightly to create item in Monday.com automatically when certain task occur in Insightly. This can save you time by not having to manually create tasks in both systems.
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Insightly + Monday.com Integration

Create Monday.com item for new Insightly contact

Insightly and Monday.com are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Insightly, do you also create a item in Monday.com? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Our team can create automations for you... At no extra cost!

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Who Is This Integration For?

Project Managers
Project Managers
Sales Teams
Sales Teams
Marketing Teams
Marketing Teams
Consultants
Consultants
Event Planners
Event Planners
Project Managers
Project managers often face challenges in synchronizing detailed task updates from monday to their CRM system, Insightly. Managing project-related information, contact lists, and follow-ups in separate tools can lead to miscommunication and oversight of critical client interactions.
Sales Teams
Sales teams using monday struggle to update customer interaction data in Insightly consistently. Keeping track of all potential leads and customer information as tasks and projects evolve can be a time-consuming process that often results in missed opportunities.
Marketing Teams
Marketing teams frequently update campaigns or promotional tasks in monday but need to update relevant contact or project details in Insightly. This separate handling of data can cause delays in capturing complete campaign effectiveness and opportunities for future engagements.
Consultants
Consultants using monday for tracking project timelines and tasks have difficulty ensuring all project updates reflect in their CRM, Insightly, to streamline client communication and ensure all tasks are tied to relevant client records.
Event Planners
Event planners coordinate numerous tasks in monday and need to efficiently update client and vendor information in Insightly. Separating these processes often results in inefficient planning and missing critical interaction details relevant to their ongoing events.
Monday.com logo
Insightly logo

What Can You Automate With Monday.com + Insightly

Create a new Insightly contact from a monday item
Automatically add new contacts to Insightly whenever you create an item in monday. This helps you ensure all relevant contacts are logged and up-to-date in your CRM, ready for future engagement.
Update Insightly project when a monday task is completed
Whenever you mark a task as complete in monday, this automation updates the corresponding project in Insightly. It ensures that your project status is always current, aiding seamless project management.
Add notes to Insightly from monday task updates
Easily transfer detailed descriptions or updates from your tasks in monday to Insightly as notes. This integration helps you maintain a comprehensive log of all updates, keeping everyone on the same page.
Move completed monday tasks to Insightly as activities
Once a task is completed in monday, automatically create a corresponding activity in Insightly. This helps you maintain a record of task completion within your CRM, allowing for better tracking of client-related tasks.
Sync due dates from monday to Insightly tasks
Ensure your task deadlines are consistent across both platforms by syncing due dates from monday to tasks in Insightly. This way, you can rest easy knowing you won’t miss any important deadlines across your tools.
And much more...
Automations

Top 10 Most Popular Monday.com Automations from
Integrately Community

Just click on the workflow you want to automate

Elementor Forms logo
Monday.com logo
Create Monday.com item for new Elementor Forms form submission
Activate
Google Sheets logo
Monday.com logo
Create Monday.com item for new Google Sheets row
Activate
WPForms logo
Monday.com logo
Create Monday.com item for new WPForms form submission
Activate
Notion logo
Monday.com logo
Create Monday.com item for new Notion database item
Activate
GoHighLevel (Legacy) logo
Monday.com logo
Create Monday.com item for new GoHighLevel task
Activate
Elementor Forms logo
Monday.com logo
Create Monday.com item for new Elementor Forms form submission
Activate
Google Sheets logo
Monday.com logo
Create Monday.com item for new Google Sheets row
Activate
WPForms logo
Monday.com logo
Create Monday.com item for new WPForms form submission
Activate
Notion logo
Monday.com logo
Create Monday.com item for new Notion database item
Activate
GoHighLevel (Legacy) logo
Monday.com logo
Create Monday.com item for new GoHighLevel task
Activate
Google Tasks logo
Monday.com logo
Create Monday.com item for new Google Tasks task
Activate
Sharepoint logo
Monday.com logo
Create Monday.com item for new Sharepoint file
Activate
Monday.com logo
Google Sheets logo
Create Google Sheets row for new Monday.com item
Activate
Smartsheet logo
Monday.com logo
Create Monday.com item for new Smartsheet row
Activate
Monday.com logo
Notion logo
Create Notion database item for new Monday.com item
Activate
Google Tasks logo
Monday.com logo
Create Monday.com item for new Google Tasks task
Activate
Sharepoint logo
Monday.com logo
Create Monday.com item for new Sharepoint file
Activate
Monday.com logo
Google Sheets logo
Create Google Sheets row for new Monday.com item
Activate
Smartsheet logo
Monday.com logo
Create Monday.com item for new Smartsheet row
Activate
Monday.com logo
Notion logo
Create Notion database item for new Monday.com item
Activate

Top 10 Most Popular Insightly Automations from
Integrately Community

Most popularmost-popular-automations
01
Insightly logo
ClickUp logo
Create ClickUp task for new Insightly task
02
Autopilot logo
Insightly logo
Create Insightly opportunity for new Autopilot contact
03
Insightly logo
Google Calendar logo
Create Google Calendar event for new Insightly task
04
Elementor Forms logo
Insightly logo
Create Insightly contact for new Elementor Forms form submission
05
CompanyHub logo
Insightly logo
Create Insightly contact for new CompanyHub contact
cloud
Insightly
app integration
06
GetResponse logo
Insightly logo
Create Insightly contact for new GetResponse contact
07
Woodpecker.co logo
Insightly logo
Create opportunity in Insightly for Link is clicked in Woodpecker.co
08
Insightly logo
WhatsApp logo
Send WhatsApp message for new Insightly task
09
Ontraport logo
Insightly logo
Create Insightly contact for new Ontraport response
10
Wufoo logo
Insightly logo
Create Insightly contact for new Wufoo form submission
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
Price Comparison with Popular Alternatives
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750 Tasks
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in $19.99

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Want to automate something else in your workflow?

You Can Also Connect Monday.com or Insightly With 1400+ Other Apps

Monday.com
Monday.com
monday.com is the project management tool that brings your team together and keeps everyone on track towards a common goal. It makes it easy to plan, collaborate and get work done.
Insightly
Insightly
Insightly's powerful CRM and project management software solution gives small to medium sized businesses the tools they need to manage their contacts, track relationships, monitor sales pipeline, organize projects and more.