Insightly + Wistia Integration

Integrate Insightly to Wistia in one click, or tell Integrately AI how you want each lead handled. Capture viewer emails, create contacts, update your sales pipeline, 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
  • Wistia
    Video is watched in Wistia
  • Wistia
    Visitor's email is captured in Wistia
  • Wistia
    Visitor is added in Wistia
  • Wistia
    Video is added in Wistia
  • Wistia
    Project is created in Wistia
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
  • Wistia
    Create project in Wistia

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Ready Workflows Ready Workflows for Insightly + Wistia Integration

Capture viewer emails, create Insightly contacts, update opportunities, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Wistia + Insightly Integration

Create Insightly opportunity for new Wistia contact

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

Create Insightly task for new Wistia contact

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

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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Wistia + Insightly Integration

Create Insightly contact for new Wistia 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 Wistia 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.
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  • 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 + Wistia flow

Send video leads to email campaigns, notify your sales team in chat, and sync customer records across your entire business stack. Pick a combination and activate it in one click.

Insightly
Wistia
+
MailchimpMailchimp (3)
+
SlackSlack (3)
+
HubSpotHubSpot (3)
+
CalendlyCalendly (3)
+
TypeformTypeform (3)
+
ZoomZoom (3)
W
I
M
Add every new Wistia video lead to your Insightly CRM, and subscribe them automatically in Mailchimp.
Wistia video leads land in Insightly as new contacts instantly, and Mailchimp adds them to your mailing list without manual exporting.
I
W
M
When a lead is created in Insightly, create a project in Wistia and add the contact in Mailchimp.
New Insightly leads trigger a video project in Wistia while Mailchimp keeps your subscriber list updated.
I
W
M
When an Insightly lead is updated, create a Wistia project and update the subscriber in Mailchimp.
Updated lead details in Insightly trigger new video projects and keep your Mailchimp subscriber segments accurate.

Supported triggers and actions for Insightly and Wistia

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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Wistia
Wistia Triggers & Actions
Video is watched in Wistia
Triggers the automation when a video is watched
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Visitor's email is captured in Wistia
Triggers the automation when a visitor's email address is captured
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Visitor is added in Wistia
Triggers the automation when a new visitor is added
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Video is added in Wistia
Triggers the automation when a new video is added
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Project is created in Wistia
Triggers the automation when a new project is created
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Create project in Wistia
Creates a new project
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What can you automate with Insightly + Wistia?

Streamline your video marketing and CRM operations with powerful automated workflows.

What you can automate?
🎥
Sync video leads to CRM contacts
Automatically capture visitor emails from Wistia and create new contacts or leads in Insightly without lifting a finger. Eliminate manual data transfer between your video platform and CRM.
📋
Capture every submitted field
Map all custom form answers and viewer metadata from Wistia into your Insightly contact records instead of just names and emails. Your CRM receives complete prospect profiles.
🔔
Alert your team instantly
Notify your sales reps in Slack the moment a high-value prospect watches your key product videos or submits their contact information in Wistia.
🔀
Route leads based on video engagement
Send engaged viewers to high-priority sales lists in Insightly while routing general viewers to nurture sequences based on their specific watch behavior.
🔄
Keep records updated as projects evolve
Automatically update Insightly opportunities and project stages whenever new video milestones are reached in Wistia.
🔍
Prevent duplicate records
Search existing Insightly records before creating new contacts, ensuring repeat video viewers update existing profiles instead of generating duplicates.
⏱️
Handle later status changes
Trigger follow-up tasks in Insightly when visitor milestones are completed or project statuses update in Wistia.
🔌
Extend your workflow to Slack
Trigger Wistia video projects from Insightly leads and broadcast instant team notifications across your Slack channels.
And much more...

Who is Insightly + Wistia integration for?

Sales and marketing teams relying on video engagement need automated tracking to connect viewer actions with CRM pipelines without manual data entry.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Account managers
Account managers
Customer success leads
Customer success leads
Business development managers
Business development managers
CRM administrators
CRM administrators
📈
Performance marketers
You're running video campaigns across multiple channels but your analytics dashboards only update when someone manually exports visitor data, so the view counts you're optimizing against are always hours behind — automating both apps means every new lead lands in Insightly instantly and your data stays current.
Sales representatives
You need to follow up with hot prospects the moment they watch your product videos, but leads sit trapped in Wistia until someone checks the reports — connecting these apps means every captured visitor email creates an Insightly lead instantly so you can reach out first.
📊
Account managers
You answer to clients who want immediate proof of video campaign engagement and project progress, but compiling manual reports wastes hours every week — with this integration, every Wistia viewer interaction flows straight into your Insightly projects for instant client reporting.
🔄
Customer success leads
The volume of inbound video training inquiries is too high for anyone to keep up with by hand, leading to missed student questions and delayed onboarding tasks — automating both apps means every video submission creates structured tasks without manual effort.
🤝
Business development managers
You own the outreach stage and depend on marketing teams to hand over video leads from Wistia, but valuable prospect details get lost in translation — integrating these apps means every captured contact transitions into your Insightly pipeline seamlessly.
🗂️
CRM administrators
You need a reliable history of prospect engagement and keep finding data gaps caused by manual export errors between video platforms and your CRM — automating both apps means every interaction is recorded accurately in Insightly every time.
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 + Wistia

Build and manage your Insightly + Wistia 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 + Wistia 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
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Frequently Asked Questions

How do I connect Insightly to Wistia?
Frequently Asked Questions
You can connect Insightly to Wistia in one click using ready-made templates on Integrately. Choose a pre-built workflow, connect your accounts, and let Integrately AI handle custom field mapping or multi-step setups with Mailchimp, Slack, and HubSpot.
Can I automatically create Insightly contacts when a video email is captured in Wistia?
Frequently Asked Questions
Can I connect Insightly, Wistia, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Insightly and Wistia?
Frequently Asked Questions
How does Insightly handle contact and lead data during automation?
Frequently Asked Questions
Can Wistia video events trigger actions in other apps?
Frequently Asked Questions
How do I automate Insightly and Wistia without coding?
Frequently Asked Questions
Is the Insightly and Wistia 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.

Want to automate something else in your workflow?

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

Insightly
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Wistia
Popular Wistia Integrations
Sync Wistia with video marketing, analytics, and social media platforms to expand your reach and measure viewer engagement.
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