Insightly + Pipedrive Integration

Integrate Insightly to Pipedrive in one click, or tell Integrately AI how you want each lead handled. Map contact details, create deals, update pipeline stages, and trigger team alerts instantly.

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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
    Project is created in Insightly
  • Insightly
    Opportunity is created in Insightly
  • Insightly
    Opportunity is updated in Insightly
  • Pipedrive
    Project is created in Pipedrive Instant
  • Pipedrive
    Project is updated in Pipedrive Instant
  • Pipedrive
    Project is deleted in Pipedrive Instant
  • Pipedrive
    Activity is created in Pipedrive Instant
  • Pipedrive
    Activity is updated in Pipedrive Instant
  • Pipedrive
    Activity matches filter in Pipedrive
  • Pipedrive
    Deal is created in Pipedrive Instant
  • Pipedrive
    Deal is updated in Pipedrive Instant
  • Pipedrive
    Deal matches filter in Pipedrive
  • Pipedrive
    Deal stage is updated in Pipedrive Instant
  • Pipedrive
    Lead is created in Pipedrive Instant
  • Pipedrive
    Lead is updated in Pipedrive Instant
  • Pipedrive
    Note is created in Pipedrive Instant
  • Pipedrive
    Note is updated in Pipedrive Instant
  • Pipedrive
    Organization is created in Pipedrive Instant
  • Pipedrive
    Organization is updated in Pipedrive Instant
  • Pipedrive
    Organization matches filter in Pipedrive
  • Pipedrive
    Person is created in Pipedrive Instant
  • Pipedrive
    Person is updated in Pipedrive Instant
  • Pipedrive
    Person matches filter in Pipedrive
  • Pipedrive
    Product is added in Pipedrive Instant
  • Pipedrive
    Product is deleted in Pipedrive Instant
  • Pipedrive
    Product is updated in Pipedrive Instant
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2.

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Ready Workflows Ready Workflows for Insightly + Pipedrive Integration

Create deals, update organizations, track project pipelines, sync contact details, and manage customer records, all in just one click.

Most popular automationsmost-popular-automations
Pipedrive + Insightly Integration

Create Insightly contact for new Pipedrive person

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 Pipedrive person 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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Pipedrive + Insightly Integration

Create Insightly opportunity for new Pipedrive person

This automation makes it easy to create new opportunitys in Insightly when a new person is created in Pipedrive. Just connect your accounts, and every time a new person is created in Pipedrive, 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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Pipedrive + Insightly Integration

Create Insightly task for new Pipedrive person

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

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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  • 1of2
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 + Pipedrive flow

Connect customer support, email marketing, and messaging tools to your CRM workflows. Pick a combination and activate it in one click.

Insightly
Pipedrive
+
GmailGmail (4)
+
MailchimpMailchimp (3)
+
HubSpotHubSpot (3)
+
CalendlyCalendly (3)
+
SlackSlack (4)
+
StripeStripe (3)
I
P
G
Create a Pipedrive deal when a lead is created in Insightly, and send an email confirmation via Gmail
Every Insightly lead creates a Pipedrive deal instantly while Gmail sends a confirmation email to the client, removing manual email and CRM updates.
P
I
G
When a deal is created in Pipedrive, update the task in Insightly and send a notification email via Gmail
Keep your team notified via Gmail and tasks updated in Insightly whenever a new deal is registered in Pipedrive.
I
P
G
When a contact is created in Insightly, create a person in Pipedrive and send a welcome email in Gmail
New Insightly contacts instantly appear as Pipedrive persons while Gmail triggers a personalized welcome message.
I
C
P
G
Use ChatGPT to summarise new Insightly leads, create a Pipedrive deal, and email the brief via Gmail
ChatGPT analyses new Insightly leads, creates a Pipedrive deal, and emails a summary via Gmail.

Supported triggers and actions for Insightly and Pipedrive

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 opportunity in Insightly
Updates the opportunity details as needed
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Get opportunity by ID in Insightly
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Get organization by ID in Insightly
Retrieves organization details based on ID
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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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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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Pipedrive
Pipedrive Triggers & Actions
Instant
Project is created in Pipedrive
Triggers the automation when a new Project is added
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Instant
Project is updated in Pipedrive
Triggers the automation when a Project is updated
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Instant
Project is deleted in Pipedrive
Triggers the automation when a Project is deleted
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Instant
Activity is created in Pipedrive
Triggers the automation when a new activity is created
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Instant
Activity is updated in Pipedrive
Triggers the automation when an activity is updated
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Activity matches filter in Pipedrive
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Instant
Deal is created in Pipedrive
Triggers the automation when a deal is created
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Instant
Deal is updated in Pipedrive
Triggers the automation when a deal is updated
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Deal matches filter in Pipedrive
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Instant
Deal stage is updated in Pipedrive
Triggers the automation when a deal stage is updated
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Instant
Lead is created in Pipedrive
Triggers the automation when a new lead is created
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Instant
Lead is updated in Pipedrive
Triggers the automation when a new lead is created
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Instant
Note is created in Pipedrive
Triggers the automation when a new note is created
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Instant
Note is updated in Pipedrive
Triggers the automation when a note is updated
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Instant
Organization is created in Pipedrive
Triggers the automation when a new organization is created
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Instant
Organization is updated in Pipedrive
Triggers the automation when any organization's profile is modified
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Organization matches filter in Pipedrive
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Instant
Person is created in Pipedrive
Triggers the automation when a new person is created
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Instant
Person is updated in Pipedrive
Triggers the automation when a person's profile is updated
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Person matches filter in Pipedrive
Triggers the automation when a person matches a specified filter
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Instant
Product is added in Pipedrive
Triggers the automation when a new product is added
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Instant
Product is deleted in Pipedrive
Triggers the automation when a product is deleted
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Instant
Product is updated in Pipedrive
Triggers the automation when a product is updated
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Create activity in Pipedrive
Generates a new activity or task
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Update activity in Pipedrive
Updates the activity with the latest information
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Get activity by id in Pipedrive
Retrieves details of an activity using ID
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Delete activity in Pipedrive
Deletes an activity
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Create deal in Pipedrive
Generates a new deal
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Update deal in Pipedrive
Updates deal information based on new criteria or changes
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Search deal in Pipedrive
Searches for a deal
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Get deal by id in Pipedrive
Retrieves a deal by its id
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Convert deal to lead in Pipedrive
Converts a deal into a lead
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Get deal conversion status in Pipedrive
Retrieves the conversion status of a deal
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Add product to deal in Pipedrive
Adds selected product to a deal
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Get products of deal in Pipedrive
Retrieves products associated with a deal
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Add participant to deal in Pipedrive
Adds a participant to a deal
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Get Participants by Deal Id in Pipedrive
Retrieves participants associated with a deal id
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Create lead in Pipedrive
Generates new leads for potential customers
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Convert lead to deal in Pipedrive
Converts a lead into a deal
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Get lead conversion status in Pipedrive
Retrieves the conversion status of a lead
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Search lead in Pipedrive
Searches for a lead
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Delete deal in Pipedrive
Deletes a deal
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Create organization in Pipedrive
Generates a new organization
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Update organization in Pipedrive
Updates organization information
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Search organization in Pipedrive
Finds and retrieves information about a organization
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Get organization by id in Pipedrive
Retrieves details of an organization using ID
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Delete organization in Pipedrive
Deletes an organization
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Create person in Pipedrive
Generates a new person
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Update person in Pipedrive
Updates the information of a person
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Search person in Pipedrive
Retrieves information about a person
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Get person by id in Pipedrive
Retrieves a person's information by their id
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Delete person in Pipedrive
Deletes a person
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Create product in Pipedrive
Generates and launch new products
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Update product in Pipedrive
Updates product information
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Search product in Pipedrive
Searches for a product
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Get product by id in Pipedrive
Retrieves product information using its id
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Get product variations in Pipedrive
Retrieves variations of a product
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Delete product in Pipedrive
Deletes a product
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Add follower in Pipedrive
Increase your follower count
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Create note in Pipedrive
Creates a new note in the particular format
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Update note in Pipedrive
Updates a note with new information
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Search note in Pipedrive
Searches for a note
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Attach file in Pipedrive
Uploads and save the selected file to a task
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Get user by id in Pipedrive
Retrieves user information using their id
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Search user by email in Pipedrive
Searches for a user using email address
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Search user by name in Pipedrive
Searches for a user using the name
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What can you automate with Insightly + Pipedrive?

Streamline your entire customer lifecycle by connecting Insightly and Pipedrive workflows.

What you can automate?
🎯
Create Pipedrive deals from Insightly leads
Automatically turn every new Insightly lead into an active Pipedrive deal without manual copying or missed handoffs.
📋
Sync every custom contact and organization field
Map detailed contact information, organization names, and task histories directly between Insightly and Pipedrive in real time.
🔔
Alert your team instantly on stage updates
Trigger notifications whenever an Insightly task is created or a Pipedrive deal stage moves to a new pipeline phase.
🔀
Route deals based on submitted lead values
Send high-value Insightly opportunities to enterprise Pipedrive pipelines while routing standard leads to general sales queues.
🔄
Keep CRM and project records fully synchronised
Update Pipedrive deals and organizations automatically whenever corresponding records are modified in Insightly.
🛡️
Search and update existing records safely
Prevent duplicate entries by searching for existing contacts or organizations before creating new deals in Pipedrive.
📈
Manage project completions and deal closures
Track deal stages, project updates, and task completions across both platforms to maintain accurate pipelines.
🔌
Extend your CRM workflows with Slack alerts
Connect your Insightly and Pipedrive core flows with Slack to notify your sales channel whenever a major deal is won.
And much more...

Who is Insightly + Pipedrive integration for?

Teams managing customer relationships and sales pipelines across platforms eliminate manual entry and keep records perfectly synchronized.

Sales operations managers
Sales operations managers
Field sales representatives
Field sales representatives
Account managers
Account managers
Customer support leads
Customer support leads
Sales directors
Sales directors
Business owners
Business owners
📈
Sales operations managers
You're tracking pipelines in Insightly, but records get out of sync with Pipedrive before reviews — this integration means every deal update flows instantly so your pipeline numbers stay perfectly accurate.
Field sales representatives
You're creating contacts in Insightly on the road, but Pipedrive deals aren't created until evening updates — with this integration, every new contact instantly triggers a deal so you can act immediately.
🤝
Account managers
You're updating project statuses in Insightly, but clients ask about Pipedrive stages before updates sync — automating both apps means your stage updates reflect immediately across all customer records.
👥
Customer support leads
You're logging customer tickets in Insightly, but sales teams miss important Pipedrive notes — connecting these apps means every customer note syncs automatically so support and sales stay aligned.
📊
Sales directors
You're reviewing quarterly forecasts in Insightly, but missing critical Pipedrive deal movements — with this integration, every pipeline shift updates your records automatically for accurate forecasting.
💼
Business owners
You're managing client relationships in Insightly, but billing records drift from Pipedrive — this integration means every account history stays complete and reliable without manual double entry.
Our team

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Why choose Integrately to automate Insightly + Pipedrive

Build and manage your Insightly + Pipedrive 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 + Pipedrive 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?

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2
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3
Automation is ready
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Frequently Asked Questions

How do I connect Insightly to Pipedrive?
Frequently Asked Questions
You can connect Insightly to Pipedrive in 1 click using Integrately. Choose from 20 million+ ready templates or ask Integrately AI to build custom workflows linking Insightly, Pipedrive, and apps like Slack, Gmail, and HubSpot.
Can I automatically create Pipedrive deals from Insightly leads?
Frequently Asked Questions
Can I connect Insightly, Pipedrive, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Insightly and Pipedrive?
Frequently Asked Questions
How does Insightly handle contact and lead updates in automations?
Frequently Asked Questions
How do Pipedrive deal stages sync with external updates?
Frequently Asked Questions
Can I automate my Insightly and Pipedrive workflows without coding?
Frequently Asked Questions
Is the Insightly and Pipedrive integration free?
Frequently Asked Questions
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