Insightly + Retently Integration

Integrate Insightly to Retently in one click, or tell Integrately AI how you want each contact handled. Create survey targets, sync customer details, update feedback scores, 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
    Opportunity is created in Insightly
  • Insightly
    Project is created in Insightly
  • Insightly
    Opportunity is updated in Insightly
  • Retently
    Survey response is created in Retently
  • Retently
    Customer is created in Retently
  • Retently
    Company is created in Retently
  • Retently
    Overall metric score is updated in Retently
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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
  • Retently
    Unsubscribe customer in Retently
  • Retently
    Create or Update Customer in Retently
  • Retently
    Search customer by email in Retently
  • Retently
    Tag a survey response in Retently
  • Retently
    Search company in Retently
  • Retently
    Create customer and Send survey in Retently

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Ready Workflows Ready Workflows for Insightly + Retently Integration

Capture contacts, create survey profiles, sync feedback scores, update company records, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Retently + Insightly Integration

Create Insightly opportunity for new Retently response

Integrating your Insightly with your Retently, can help you automatically create new opportunitys based on responses 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 Retently - 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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Retently + Insightly Integration

Create Insightly task for new Retently response

It's important to stay on top of your customer relationships, and one way to do that is to create Insightly tasks for new Retently responses 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 Retently response received today - your customers will thank you for it!
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Retently + Insightly Integration

Create Insightly contact for new Retently response

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

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

Extend your CRM and survey workflow by syncing data to messaging tools, marketing platforms, and calendars. Pick a combination and activate it in one click.

Insightly
Retently
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HubSpotHubSpot (5)
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SlackSlack (5)
+
MailchimpMailchimp (4)
+
GmailGmail (4)
+
CalendlyCalendly (4)
+
StripeStripe (4)
I
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Create a HubSpot contact when a lead is created in Insightly and set up the customer in Retently
New Insightly leads instantly appear in HubSpot and Retently so your sales and customer success teams share the same profile.
R
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When a survey response is created in Retently, update the contact in Insightly and create a task in HubSpot
Feedback responses captured in Retently update your Insightly contact records and open follow-up tasks in HubSpot automatically.
R
I
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When an overall metric score is updated in Retently, update the organisation in Insightly and log a note in HubSpot
Metric score updates in Retently instantly refresh your company records in Insightly and log activity notes in HubSpot.
R
I
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If a Retently survey score is low, create an urgent task in Insightly and notify the account owner in HubSpot
Low customer satisfaction scores trigger instant tasks in Insightly and alert account owners directly in HubSpot.
R
I
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Use ChatGPT to analyze Retently survey feedback, update the Insightly contact, and create a HubSpot deal note
ChatGPT analyzes survey feedback from Retently, updates your Insightly contact, and adds a deal note in HubSpot.

Supported triggers and actions for Insightly and Retently

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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Retently
Retently Triggers & Actions
Survey response is created in Retently
Triggers the automation when a survey response is submitted
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Customer is created in Retently
Triggers the automation when a new customer is created
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Company is created in Retently
Triggers the automation when a new company is created
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Overall metric score is updated in Retently
Triggers the automation when the overall metric score is updated
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Unsubscribe customer in Retently
Removes customer from mailing list
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Create or Update Customer in Retently
Creates or updates a customer record
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Search customer by email in Retently
Searches for a customer by their email address
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Tag a survey response in Retently
Tags a survey response
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Search company in Retently
Finds information about a company
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Create customer and Send survey in Retently
Creates a new customer record and sends a survey to the customer
Try it →

What can you automate with Insightly + Retently?

Streamline customer feedback and CRM data synchronization with ready-to-run automation workflows.

What you can automate?
🔄
Sync new Insightly leads into Retently automatically
Every contact created in Insightly instantly registers as a customer in Retently for satisfaction surveys. No manual data transfer required.
📋
Capture survey responses and update CRM records
Map Retently survey feedback directly into your Insightly contact notes. Your CRM stays updated with real customer sentiment.
🔔
Alert team members when feedback arrives
Notify your account managers instantly when survey responses are submitted. Ensure prompt follow-up on every customer rating.
🔀
Route tasks based on survey satisfaction scores
Trigger urgent follow-up tasks in Insightly when low scores come in, while positive responses log standard review notes.
📊
Keep metric scores updated across platforms
Automatically refresh organisation metric scores in Insightly whenever overall scores are updated in Retently.
🔍
Search and update existing contacts without duplicates
Check for existing records before creating new entries. Keep your customer database clean and free of duplicate profiles.
Handle customer metric score updates effortlessly
Track rating changes over time by updating customer profiles and metric scores whenever survey data is refreshed.
💬
Extend feedback workflows to team messaging apps
Connect your core pair with Slack to broadcast customer survey responses and metric score changes to your support channel.
And much more...

Who is Insightly + Retently integration for?

Connecting Insightly and Retently eliminates manual feedback tracking and contact entry for growing teams.

Sales managers
Sales managers
Customer success leads
Customer success leads
Account directors
Account directors
Support operations teams
Support operations teams
Sales development reps
Sales development reps
CRM administrators
CRM administrators
📈
Sales managers
You're reviewing CRM pipelines in Insightly but customer satisfaction scores sit in a separate tool, so your performance reports never reflect true client sentiment — automating both apps means every survey score syncs instantly and your pipeline reviews stay accurate.
Customer success leads
You need to act fast when feedback arrives in Retently, but manual checks mean you find out about unhappy clients too late — integrating these apps means low scores trigger immediate tasks and your team responds instantly.
📋
Account directors
You answer to clients who want to see proactive survey engagement, but your CRM records remain out of sync with your feedback tool — with this integration, every customer interaction and score logs automatically for client reviews.
🔄
Support operations teams
The volume of new contacts and survey responses is too high for anyone to keep up by hand, leading to missed follow-ups — connecting these apps means contact creation and survey triggers run on autopilot without manual effort.
🤝
Sales development reps
You own the next outreach step and depend on someone upstream to hand over contact details, causing frustrating delays — automating both apps means leads and customer profiles transfer instantly the moment they are created.
🗂️
CRM administrators
You need a reliable history of customer relationships and keep finding gaps between your CRM and feedback platforms — this integration means every contact, task, and score stays aligned across your entire tech stack.
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 + Retently

Build and manage your Insightly + Retently 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 + Retently 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
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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 Retently?
Frequently Asked Questions
You can connect Insightly to Retently in 1 click using ready workflows on Integrately, or ask Integrately AI to build the integration for you. It takes just minutes to link your CRM contacts to your survey platform alongside apps like HubSpot, Slack, and Gmail.
Can I automatically sync new Insightly contacts into Retently surveys?
Frequently Asked Questions
Can I connect Insightly, Retently, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Insightly and Retently?
Frequently Asked Questions
How does Insightly handle contact updates in this integration?
Frequently Asked Questions
How does Retently track survey feedback with Insightly data?
Frequently Asked Questions
Do I need coding skills to automate Insightly and Retently?
Frequently Asked Questions
Is the Insightly and Retently integration free?
Frequently Asked Questions
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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.

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

Insightly
Popular Insightly Integrations
Connect Insightly with CRMs, project management tools, and calendars to manage client relationships and track sales pipelines effectively.
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Retently
Popular Retently Integrations
Sync Retently with survey platforms, marketing tools, and analytics software to collect valuable feedback and measure customer satisfaction.
See All
Retently Integrations arrow right
No popular apps found