Solve CRM + Insightly Integration

Q: Can I automatically create Solve CRM contacts when new Insightly leads arrive?

Yes, you can automatically create Solve CRM contacts from new Insightly leads using ready automation templates in 1 click or build custom workflows with Integrately AI.

Q: Can I connect Insightly, Solve CRM, and Google Sheets?

Yes, all three apps work together seamlessly in multi-step workflows. Insightly triggers the flow, Solve CRM provisions records, and Google Sheets logs data alongside Mailchimp, HubSpot, Slack, and 1,500+ other apps.

Q: What is a good Zapier alternative for Insightly and Solve CRM?

Most alternatives lack 24/5 live chat support and 20 million+ ready templates. Integrately provides a faster, cost-effective way to connect Insightly and Solve CRM with 1-click workflows.

Q: How does Insightly handle lead updates in this integration?

Insightly lead updates trigger automated actions across your connected tools. There's a ready template — start from the Insightly and Solve CRM integration.

Q: Can Solve CRM company creations update Insightly records?

Yes, Solve CRM company creations can instantly update or provision matching Insightly records. There's a ready template — start from the Insightly and Solve CRM integration.

Q: Do I need coding skills to automate Insightly and Solve CRM?

No coding skills are required to connect Insightly and Solve CRM. You can use ready automation templates or ask Integrately AI to build your exact workflow.

Q: Is the Insightly and Solve CRM integration free?

Yes, the Insightly and Solve CRM integration is available on the Integrately free forever plan with access to ready templates and automated workflows.

Integrate Insightly to Solve CRM in one click, or tell Integrately AI how you want each lead handled. Capture new leads, create matching contacts, sync project records, and alert your team automatically.

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Free forever.

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Contact is created in Solve CRM
Company is created in Solve CRM
Task is created in Insightly
Lead is created in Insightly
Lead is updated in Insightly
Organisation is added in Insightly
Organisation is updated in Insightly
Contact is updated in Insightly
Contact is created in Insightly
Opportunity is created in Insightly
Project is created in Insightly
Opportunity is updated in Insightly

Create contact in Solve CRM
Create company in Solve CRM
Update task in Insightly
Update Contact in Insightly
Get task by ID in Insightly
Get organization by ID in Insightly
Get opportunity by ID in Insightly
Update opportunity in Insightly
Create contact in Insightly
Search contact in Insightly
Create opportunity in Insightly
Create lead in Insightly
Search lead in Insightly
Create task in Insightly
Search user in Insightly
Create organisation in Insightly
Search organisation in Insightly
Create project in Insightly
Search project in Insightly
Get contact by id in Insightly
Search opportunity in Insightly
Delete opportunity in Insightly
Link objects in Insightly
Get project by ID in Insightly
Update project in Insightly
Delete project in Insightly

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Ready Workflows for Insightly + Solve CRM Integration

Capture leads, create matching contacts, sync project details, alert your team, and trigger follow-ups, all in just one click.

Create Insightly contact for new Solve CRM contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Solve CRM - Insightly integration, anytime a new Solve CRM contact is created, an Insightly contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.

Activate

Create Insightly opportunity from new Solve CRM contact

Anytime a new contact is created in your Solve CRM, a new opportunity will automatically be created in your Insightly. This ensures that all of your opportunity are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.

This Solve CRM - Insightly integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.

Activate

Create Insightly organisation for new Solve CRM company

Solve CRM + Insightly Integration

Activate

Create Solve CRM company for new Insightly organisation

Insightly + Solve CRM Integration

Activate

Create Insightly task for new Solve CRM contact

In Solve CRM, when you create a contact, it automatically creates a task in Insightly for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.

Activate

Create Solve CRM contact for new Insightly contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Insightly - Solve CRM integration, anytime a new Insightly contact is created, an Solve CRM contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.

Activate

When Contact is created in Solve CRM > Check condition > Create contact in Insightly

Solve CRM + Insightly Integration

Activate

When Contact is created in Solve CRM > Check condition > Create lead in Insightly

Solve CRM + Insightly Integration

Activate

When Contact is created in Insightly > Check condition > Create contact in Solve CRM

Insightly + Solve CRM Integration

Activate

When Lead is created in Insightly > Check condition > Create contact in Solve CRM

Insightly + Solve CRM Integration

Activate

1of1

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Insightly + Solve CRM flow

Connect customer data to email lists, spreadsheets, and messaging channels once your core pair finishes. Pick a combination and activate it in one click.

Mailchimp (5)

Google Sheets (5)

HubSpot (5)

Slack (5)

Stripe (5)

Calendly (5)

Add every new Insightly lead to Solve CRM, and subscribe them to your Mailchimp audience.

New Insightly leads land in Solve CRM as a contact while instantly joining your Mailchimp audience, removing manual data entry.

When a contact is created in Solve CRM, create an Insightly task and update your Mailchimp subscriber list.

Solve CRM contacts create follow-up tasks in Insightly and update your Mailchimp list without manual copying.

If an Insightly opportunity is created, create a Solve CRM contact and add a Mailchimp tag.

New Insightly opportunities create Solve CRM contacts and tag the matching subscriber in Mailchimp automatically.

When an organisation is added in Insightly, create a company in Solve CRM and remove the inactive Mailchimp subscriber.

Insightly organisations populate Solve CRM companies while cleaning up unengaged subscribers in Mailchimp.

Use ChatGPT to summarise every new Insightly lead, create a Solve CRM contact, and add a subscriber in Mailchimp.

ChatGPT drafts lead briefs before creating a Solve CRM contact and updating your Mailchimp audience.

Add every new Insightly lead to Solve CRM, and log the details in Google Sheets.

New Insightly leads populate Solve CRM and record a new row in Google Sheets instantly.

When a company is created in Solve CRM, create an Insightly organisation and add a row to Google Sheets.

Solve CRM companies create Insightly organisations and log tracking rows in Google Sheets automatically.

If an Insightly project is created, create a Solve CRM company and log the project in Google Sheets.

New Insightly projects generate Solve CRM company records and update your master tracking sheet in Google Sheets.

When an Insightly opportunity is updated, update the Solve CRM contact and refresh the Google Sheets row.

Insightly opportunity updates propagate to Solve CRM and update the corresponding Google Sheets row.

Use Claude to evaluate new Insightly leads, create a Solve CRM contact, and log the analysis in Google Sheets.

Claude reviews lead details before creating a Solve CRM contact and recording the outcome in Google Sheets.

Add every new Insightly lead to Solve CRM, and create a matching contact in HubSpot.

New Insightly leads populate Solve CRM and duplicate across HubSpot automatically.

When a contact is created in Solve CRM, create an Insightly contact and add a deal in HubSpot.

Solve CRM contacts generate Insightly contact records and open new deals in HubSpot.

If an Insightly opportunity is updated, update the Solve CRM contact and modify the HubSpot deal stage.

Insightly opportunity milestones update Solve CRM records and advance HubSpot deal stages.

When an organisation is added in Insightly, create a Solve CRM company and add a company record in HubSpot.

Insightly organisations populate Solve CRM companies and establish HubSpot company profiles.

Use Gemini to score new Insightly leads, create a Solve CRM contact, and log the deal in HubSpot.

Gemini scores incoming Insightly leads before creating a Solve CRM contact and opening a HubSpot deal.

Add every new Insightly lead to Solve CRM, and notify your sales channel in Slack.

New Insightly leads populate Solve CRM and alert your sales channel on Slack instantly.

When a contact is created in Solve CRM, create an Insightly task and post an update in Slack.

Solve CRM contacts generate Insightly follow-up tasks and notify your support team on Slack.

If an Insightly opportunity is created, create a Solve CRM contact and alert your revenue channel in Slack.

New Insightly opportunities create Solve CRM contacts and post revenue notifications in Slack.

When an Insightly project is created, create a Solve CRM company and notify your project team on Slack.

Insightly project creation provisions a Solve CRM company and alerts your project channel on Slack.

Use Perplexity to research new Insightly leads, create a Solve CRM contact, and post the brief in Slack.

Perplexity compiles lead research before creating a Solve CRM contact and alerting your team in Slack.

Add every new Insightly lead to Solve CRM, and create a customer record in Stripe.

New Insightly leads populate Solve CRM and establish billing profiles in Stripe.

When a contact is created in Solve CRM, create an Insightly contact and charge a customer in Stripe.

Solve CRM contacts establish Insightly records and trigger payment charges in Stripe.

If an Insightly opportunity is created, create a Solve CRM contact and generate a Stripe invoice.

New Insightly opportunities create Solve CRM contacts and issue billing invoices in Stripe.

When an Insightly project is created, create a Solve CRM company and set up a Stripe subscription.

Insightly project creation provisions a Solve CRM company and starts a recurring subscription in Stripe.

Use ChatGPT to evaluate Insightly lead budgets, create a Solve CRM contact, and set up a Stripe customer.

ChatGPT assesses lead budgets before creating a Solve CRM contact and establishing a Stripe billing profile.

Add every new Insightly lead to Solve CRM, and log the scheduled Calendly event.

New Insightly leads populate Solve CRM and record meeting bookings in Calendly automatically.

When a contact is created in Solve CRM, create an Insightly contact and invite them via Calendly.

Solve CRM contacts establish Insightly records and trigger meeting invitations in Calendly.

If an Insightly opportunity is created, create a Solve CRM contact and schedule a demo in Calendly.

New Insightly opportunities create Solve CRM contacts and book demo calls in Calendly.

When an Insightly project is created, create a Solve CRM company and schedule a kickoff meeting in Calendly.

Insightly project creation provisions a Solve CRM company and books a kickoff call in Calendly.

Use Claude to analyse Insightly lead urgency, create a Solve CRM contact, and schedule a priority Calendly call.

Claude evaluates lead urgency before creating a Solve CRM contact and booking a priority Calendly slot.

Supported triggers and actions for Solve CRM and Insightly

Mix and match to build the exact automation you need

Solve CRM Triggers & Actions

Contact is created in Solve CRM

Triggers the automation when a new contact is created

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Company is created in Solve CRM

Triggers the automation when a new company is created

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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

Try it →

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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What can you automate with Insightly + Solve CRM?

Streamline your customer operations by connecting Insightly triggers to Solve CRM actions instantly.

Get Started For Free

🔄

Sync new Insightly leads directly to Solve CRM

Trigger an automatic contact creation in Solve CRM the moment a new lead is captured in Insightly. Eliminate manual copy-pasting between your CRM and service tools.

📋

Capture every submitted lead field

Map all custom form fields and contact details from Insightly straight into your Solve CRM records. Ensure no customer detail gets left behind during data transfers.

🔔

Alert team members on record creation

Send instant notifications whenever an Insightly task or opportunity triggers a new Solve CRM contact. Keep your entire team informed of incoming business opportunities.

🔀

Route records based on submitted criteria

Evaluate incoming Insightly lead attributes to determine how contacts and companies are structured in Solve CRM. Ensure tailored routing for high-value prospects.

🔄

Keep destination records up to date

Automatically update Solve CRM contacts and company profiles whenever lead or opportunity details change in Insightly. Maintain clean, synchronised customer databases.

🛡️

Prevent duplicate records across apps

Search existing databases before creating new entries to ensure Insightly updates match existing Solve CRM contacts. Keep your system free of redundant profiles.

📅

Handle project and opportunity status changes

Trigger automated workflow updates in Solve CRM when Insightly opportunities or projects move to new stages. Track business progression accurately across tools.

🔗

Extend your workflow to external apps

Push synchronised Insightly and Solve CRM data into supporting tools like Google Sheets or Slack. Build comprehensive multi-step pipelines for your entire team.

And much more...

Who is Insightly + Solve CRM integration for?

Connecting Insightly to Solve CRM aligns project tracking with customer service workflows, ensuring teams operate with accurate, synchronised records.

Performance marketers

Customer support reps

Project managers

Sales operations teams

Account executives

Business analysts

📈

Performance marketers

You're running campaigns across multiple channels but your tracking records only update when someone manually exports leads, so the row counts you're optimising against are always a few hours behind — with this integration, every new lead lands in Solve CRM instantly and your data stays current.

⚡

Customer support reps

You manage client inquiries in Solve CRM but customer contact details originate in Insightly, leaving you scrambling to find background context when tickets arrive — this integration means every contact syncs automatically so you have full history immediately.

📋

Project managers

You oversee client deliverables in Insightly while stakeholders expect status updates logged in Solve CRM, forcing you to spend hours double-entering milestone records — connecting these apps means project creations update both platforms without manual effort.

🚀

Sales operations teams

You handle high volumes of incoming Insightly leads that need immediate contact provisioning in Solve CRM, leading to bottlenecks when staff try keeping databases aligned by hand — automating both apps means every contact lands where it belongs right away.

🤝

Account executives

You depend on upstream lead hand-offs from marketing teams to initiate client outreach in Solve CRM, causing frustrating delays when records linger in Insightly — this integration means hand-offs happen the moment a lead is created.

🔍

Business analysts

You rely on complete customer histories to generate accurate revenue reports, but manual data entry gaps between Insightly and Solve CRM leave missing entries in your logs — with this integration, every record maps reliably across systems.

Try This Integration – No Code Needed

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 Solve CRM + Insightly

Build and manage your Solve CRM + Insightly automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected

Connect Solve CRM + Insightly with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.

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

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

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

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

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.

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Frequently Asked Questions

How do I connect Insightly to Solve CRM?

You can connect Insightly to Solve CRM in 1 click using ready templates or ask Integrately AI to build the automation. It links seamlessly with Mailchimp, Google Sheets, HubSpot, Slack, Stripe, and Calendly.

Can I automatically create Solve CRM contacts when new Insightly leads arrive?

Can I connect Insightly, Solve CRM, and Google Sheets?

What is a good Zapier alternative for Insightly and Solve CRM?

How does Insightly handle lead updates in this integration?

Can Solve CRM company creations update Insightly records?

Do I need coding skills to automate Insightly and Solve CRM?

Is the Insightly and Solve CRM integration free?

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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?

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Solve CRM + Insightly Integration

Integrate Insightly to Solve CRM in one click, or tell Integrately AI how you want each lead handled. Capture new leads, create matching contacts, sync project records, and alert your team automatically.

Trusted by experts at...

Ready Workflows for Insightly + Solve CRM Integration

Capture leads, create matching contacts, sync project details, alert your team, and trigger follow-ups, all in just one click.

Create Insightly contact for new Solve CRM contact

Create Insightly opportunity from new Solve CRM contact

Create Insightly organisation for new Solve CRM company

Create Solve CRM company for new Insightly organisation

Create Insightly task for new Solve CRM contact

Create Solve CRM contact for new Insightly contact

When Contact is created in Solve CRM > Check condition > Create contact in Insightly

When Contact is created in Solve CRM > Check condition > Create lead in Insightly

When Contact is created in Insightly > Check condition > Create contact in Solve CRM

When Lead is created in Insightly > Check condition > Create contact in Solve CRM

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Insightly + Solve CRM flow

Connect customer data to email lists, spreadsheets, and messaging channels once your core pair finishes. Pick a combination and activate it in one click.

Supported triggers and actions for Solve CRM and Insightly

Mix and match to build the exact automation you need

What can you automate with Insightly + Solve CRM?

Streamline your customer operations by connecting Insightly triggers to Solve CRM actions instantly.

Who is Insightly + Solve CRM integration for?

Connecting Insightly to Solve CRM aligns project tracking with customer service workflows, ensuring teams operate with accurate, synchronised records.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Solve CRM + Insightly

Build and manage your Solve CRM + Insightly automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Insightly or Solve CRM With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Solve CRM + Insightly Integration

Integrate Insightly to Solve CRM in one click, or tell Integrately AI how you want each lead handled. Capture new leads, create matching contacts, sync project records, and alert your team automatically.

Trusted by experts at...

Ready Workflows for Insightly + Solve CRM Integration

Capture leads, create matching contacts, sync project details, alert your team, and trigger follow-ups, all in just one click.

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Insightly + Solve CRM flow

Connect customer data to email lists, spreadsheets, and messaging channels once your core pair finishes. Pick a combination and activate it in one click.

Supported triggers and actions for Solve CRM and Insightly

Mix and match to build the exact automation you need

What can you automate with Insightly + Solve CRM?

Streamline your customer operations by connecting Insightly triggers to Solve CRM actions instantly.

Who is Insightly + Solve CRM integration for?

Connecting Insightly to Solve CRM aligns project tracking with customer service workflows, ensuring teams operate with accurate, synchronised records.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Solve CRM + Insightly

Build and manage your Solve CRM + Insightly automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Insightly or Solve CRM With 1500+ Other Apps

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Automate Your Tedious Tasks
With A Single Click