Insightly + Reply Integration

Integrate Insightly to Reply in one click, or tell Integrately AI how you want each lead handled. Enrich and qualify contacts, push prospects into outreach campaigns, update your CRM, and trigger follow-ups automatically.

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
  • Reply
    Contact is created in Reply
  • Reply
    Prospect replies to an email in Reply Instant
  • Reply
    Email is sent in Reply Instant
  • Reply
    Person opens email in Reply Instant
  • Reply
    Reply is marked with new inbox category in Reply Instant
  • Reply
    Prospect finished the sequence in Reply Instant
  • Reply
    Person opts out in Reply Instant
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
  • Reply
    Create a person and push to campaign in Reply
  • Reply
    Create or Update Contact in Reply
  • Reply
    Search contact by email in Reply
  • Reply
    Search contact status in campaign in Reply
  • Reply
    Remove a contact from campaign in Reply
  • Reply
    Mark as finished in Reply
  • Reply
    Mark as replied in Reply

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows for Insightly + Reply Integration

Capture leads, push contacts to outreach campaigns, organise follow-ups, and keep records updated, all in just one click.

Most popular automationsmost-popular-automations
Reply + Insightly Integration

Create Insightly contact for new Reply 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 Reply 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.
See more
Reply + Insightly Integration

Create Insightly opportunity for new Reply contact

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

Create Insightly task for new Reply contact

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

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!
See more
Insightly + Reply Integration

Create Reply contact for new Insightly contact

If you're using Insightly to manage your sales leads, it's important to also use Reply to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Insightly, a corresponding contact will automatically be created in Reply.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
See more
  • 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 + Reply flow

Send lead details to spreadsheets, schedule meetings, notify team channels, and sync customer data across your entire stack. Pick a combination and activate it in one click.

Insightly
Reply
+
Google SheetsGoogle Sheets (8)
+
CalendlyCalendly (8)
+
GmailGmail (8)
+
SlackSlack (8)
+
HubSpotHubSpot (8)
+
ZoomZoom (8)
I
G
R
Add every new Insightly lead to Google Sheets, and create a person and push to campaign in Reply
New Insightly leads appear in your Google Sheets rows instantly and enter your Reply campaign without manual copying.
I
G
R
Log every updated Insightly contact in Google Sheets, and search contact by email in Reply
Keep Google Sheets synchronized when an Insightly contact updates, and verify their status in Reply instantly.
I
G
R
When an opportunity is created in Insightly, log it in Google Sheets and mark as finished in Reply
Record new Insightly opportunities in Google Sheets and stop active Reply campaigns for converted accounts.
I
G
R
Create a Google Sheets row for every new Insightly project, and remove a contact from campaign in Reply
Log new Insightly projects in Google Sheets and pull matching contacts out of active Reply outreach sequences.
I
G
R
If an Insightly lead is updated with high value, log it in Google Sheets and push to campaign in Reply
Route high-value updated Insightly leads into Google Sheets and enrol them in a priority Reply campaign.
R
G
I
When a prospect finishes the sequence in Reply, update the Google Sheets row and update Contact in Insightly
Update Google Sheets and Insightly records automatically when a prospect completes a Reply outreach sequence.
I
G
R
Use Claude to summarise every new Insightly lead, save the summary in Google Sheets, and push to Reply
Generate AI summaries of Insightly leads, store them in Google Sheets, and start targeted Reply outreach.
I
G
R
S
When Lead is created in Insightly, log in Google Sheets, push to Reply campaign, and notify your team in Slack
Record new Insightly leads in Google Sheets, start Reply campaigns, and alert your sales team instantly in Slack.

Supported triggers and actions for Insightly and Reply

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
Try it →
Lead is created in Insightly
Triggers the automation when a new lead is created
Try it →
Lead is updated in Insightly
Triggers the automation when the lead information is updated
Try it →
Organisation is added in Insightly
Triggers the automation when a new organization is created
Try it →
Organisation is updated in Insightly
Triggers the automation when any organization's profile is modified
Try it →
Contact is updated in Insightly
Triggers the automation when a contact is updated
Try it →
Contact is created in Insightly
Triggers the automation when a new contact is created
Try it →
Project is created in Insightly
Triggers the automation when a new project is created
Try it →
Opportunity is created in Insightly
Triggers the automation when any opportunity is updated
Try it →
Opportunity is updated in Insightly
Triggers the automation when an opportunity is updated
Try it →
Update task in Insightly
Updated a task
Try it →
Update Contact in Insightly
Updates contact information
Try it →
Get task by ID in Insightly
Retrieves task details based on ID
Try it →
Get organization by ID in Insightly
Retrieves organization details based on ID
Try it →
Get opportunity by ID in Insightly
Try it →
Update opportunity in Insightly
Updates the opportunity details as needed
Try it →
Create contact in Insightly
Adds a new contact to the database
Try it →
Search contact in Insightly
Finds and retrieves contact information
Try it →
Create opportunity in Insightly
Creates a new instance of the support system
Try it →
Create lead in Insightly
Generates new leads for potential customers
Try it →
Search lead in Insightly
Retrieves information for a particular lead
Try it →
Create task in Insightly
Creates a new task
Try it →
Search user in Insightly
Searches for a user
Try it →
Create organisation in Insightly
Generates a new invoice
Try it →
Search organisation in Insightly
Finds and retrieves information about a organization
Try it →
Create project in Insightly
Creates a new project
Try it →
Search project in Insightly
Searches for a project
Try it →
Get contact by id in Insightly
Retrieves a contact's information based on their id
Try it →
Search opportunity in Insightly
Searches for a opportunity
Try it →
Delete opportunity in Insightly
Try it →
Link objects in Insightly
Try it →
Get project by ID in Insightly
Searches for a project using the id
Try it →
Update project in Insightly
Updates a project
Try it →
Delete project in Insightly
Auomatically deletes a project
Try it →
Reply
Reply Triggers & Actions
Contact is created in Reply
Triggers the automation when a new contact is created
Try it →
Instant
Prospect replies to an email in Reply
Triggers the automation when a prospect replies to an email
Try it →
Instant
Email is sent in Reply
Triggers the automation when an email is sent
Try it →
Instant
Person opens email in Reply
Triggers the automation when a person opens an email
Try it →
Instant
Reply is marked with new inbox category in Reply
Triggers the automation when a reply is marked with a new inbox category
Try it →
Instant
Prospect finished the sequence in Reply
Triggers the automation when prospect finishes the sequence
Try it →
Instant
Person opts out in Reply
Triggers the automation when a person opts out of marketing communications
Try it →
Create a person and push to campaign in Reply
Creates a new person and adds them to a campaign
Try it →
Create or Update Contact in Reply
Adds or update contact information
Try it →
Search contact by email in Reply
Finds and retrieves contact information using their email address
Try it →
Search contact status in campaign in Reply
Searches for a contact's status in a campaign
Try it →
Remove a contact from campaign in Reply
Removes a contact from a campaign
Try it →
Mark as finished in Reply
Mark a task or item as completed
Try it →
Mark as replied in Reply
Mark incoming messages as replied to save time and keep track of conversations
Try it →

What can you automate with Insightly + Reply?

Streamline your sales pipeline by connecting Insightly CRM events directly to automated outreach campaigns in Reply.

What you can automate?
🎯
Automate core lead handoffs to outreach campaigns
Create a person and push them into a Reply campaign the exact moment a new lead is created in Insightly. Eliminate manual export steps and start your sales outreach instantly.
📋
Capture every submitted field without data loss
Map all available lead details from Insightly contacts directly into your outreach tools and spreadsheets. Ensure your sales team has complete context before making contact.
🔔
Alert your sales team the moment prospects reply
Send instant notifications to your team channel when a prospect replies to an email in Reply, ensuring fast follow-up on hot conversations.
🔀
Route leads based on submitted company fields
Send enterprise-tier Insightly leads into high-priority Reply campaigns while routing standard inquiries to general outreach sequences automatically.
🔄
Keep CRM records up to date as contacts change
Synchronize contact updates between Insightly and secondary databases instantly so your team always views the latest profile information.
🛡️
Create or update records to avoid duplicates
Search existing database entries before creating new records, preventing duplicate contacts and keeping your sales lists clean.
🛑
Handle later status changes like sequence completion
Mark contacts as finished or remove them from active Reply campaigns the moment an opportunity is created or a project starts in Insightly.
🔗
Extend your sales workflow to Google Sheets
Log every Insightly lead in Google Sheets while simultaneously enrolling contacts into Reply campaigns for multi-platform recordkeeping.
And much more...

Who is Insightly + Reply integration for?

Connecting Insightly and Reply helps sales and operations teams eliminate manual data entry, ensuring every lead moves straight into outreach campaigns without delay.

Performance marketers
Performance marketers
Sales reps
Sales reps
Account managers
Account managers
Sales operations teams
Sales operations teams
Business development reps
Business development reps
CRM administrators
CRM administrators
📈
Performance marketers
You're running campaigns across multiple channels but your tracking sheet only updates when someone manually exports leads, so the row counts you're optimising against are always a few hours behind — connecting these apps means every new lead lands in the sheet instantly and your data stays current.
Sales reps
You need to act fast when prospects show interest, but waiting for manual lead imports means you find out about opportunities too late — automating both apps means every contact enters your outreach sequence immediately and your response times drop.
🤝
Account managers
You answer to clients who want to see daily progress reports, but compiling CRM data by hand leaves gaps in your client updates — integrating these apps means project milestones and contact updates sync automatically without manual reporting.
🚀
Sales operations teams
The volume of incoming prospects is too high for anyone to keep up by hand, leading to missed follow-ups and unassigned records — with this integration, every contact gets processed and pushed to outreach campaigns without human error.
📞
Business development reps
You own the next step in the sales process and depend on upstream teams to hand over qualified leads, but manual handoffs cause frustrating delays — automating both apps means leads flow straight into your queue the moment they are created.
🗂️
CRM administrators
You need a reliable history of prospect interactions and keep finding gaps where records were skipped or duplicated during manual entry — connecting these apps means your CRM and outreach logs remain complete and accurate.
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 + Reply

Build and manage your Insightly + Reply 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 + Reply 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
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect Insightly to Reply?
Frequently Asked Questions
You can connect Insightly to Reply in one click using Integrately. Select a ready workflow or use Integrately AI to set up your automation with Google Sheets, Slack, HubSpot, and 1,500+ other apps.
Can I automatically send Insightly leads to Reply campaigns?
Frequently Asked Questions
Can I connect Insightly, Reply, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Insightly and Reply?
Frequently Asked Questions
How does Insightly handle contact updates in this integration?
Frequently Asked Questions
Can Reply sequence completions update my Insightly records?
Frequently Asked Questions
Do I need coding skills to automate Insightly and Reply?
Frequently Asked Questions
Is the Insightly and Reply integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Insightly or Reply With 1500+ Other Apps

Insightly
Popular Insightly Integrations
Connect Insightly to CRMs, project management tools, and billing platforms to keep customer data moving across your stack.
See All
Insightly Integrations arrow right
No popular apps found
Reply
Popular Reply Integrations
Sync Reply with email marketing, customer support, and communication tools to streamline outreach operations.
See All
Reply Integrations arrow right
No popular apps found