Create Insightly opportunity for new Zendesk ticket
Zendesk + Insightly Integration
Insightly + Zendesk Integration
Integrate Insightly to Zendesk in one click, or tell Integrately AI how you want each contact handled. Create support tickets, update contact records, notify support agents, and track follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
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
Ticket is solved in Zendesk- Ticket is updated in Zendesk
- Ticket is created in Zendesk
- Ticket is created in view in Zendesk
- Activity(Audit) is added for specific ticket in Zendesk
- View is created in Zendesk
- User is created in Zendesk
- Group is created in Zendesk
- Organization is created in Zendesk
2.
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Ready Workflows for Insightly + Zendesk Integration
Capture contacts, create support tickets, keep profiles updated, alert your team, and send follow-ups, all in just one click.
Most popular automations
Create Zendesk ticket for new Insightly contact
Insightly + Zendesk Integration
Create Insightly contact from new Zendesk ticket
If you're using {{trigger.CustomerSupport}} to manage your customer support tickets, you may be wondering how to also create corresponding contacts in Insightly. Luckily, it's a process that's pretty simple to set up.
Use this {{trigger.CustomerSupport}} - Insightly integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a contact in Insightly.
This makes it easy to keep track of your support tickets and contacts in one place.
See moreUse this {{trigger.CustomerSupport}} - Insightly integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a contact in Insightly.
This makes it easy to keep track of your support tickets and contacts in one place.
Create Zendesk user for new Insightly contact
Insightly + Zendesk Integration
Create Insightly task for new Zendesk ticket
Zendesk + Insightly Integration
Create Insightly contact for new Zendesk group
Zendesk + Insightly Integration
Create Zendesk ticket for new Insightly opportunity
Insightly is a great tool for managing customer relationships. However, when an opportunity is created in Insightly, it can be difficult to track the progress of that opportunity and ensure that all interactions with the customer are documented. This can be a challenge for customer support teams, who need to track every interaction with a customer in order to provide excellent service.
A solution to this problem is to create a ticket in Zendesk whenever an opportunity is created in Insightly. This will help ensure that all interactions with the customer are documented and tracked and that the customer support team has visibility into the progress of the opportunity.
See moreA solution to this problem is to create a ticket in Zendesk whenever an opportunity is created in Insightly. This will help ensure that all interactions with the customer are documented and tracked and that the customer support team has visibility into the progress of the opportunity.
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Connect more apps to your Insightly + Zendesk flow
Push support data to messaging channels, update marketing lists, and log activities across your entire stack. Pick a combination and activate it in one click.
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Jira Software Cloud (3)
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Mailchimp (3)
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Google Drive (3)
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Stripe (3)
Stripe (3) I
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When a contact is created in Insightly, create a Zendesk ticket and notify your support channel in Slack
New Insightly contacts immediately generate a Zendesk ticket and trigger a notification in Slack so your team stays aligned.
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When a Zendesk ticket is solved, update the Insightly contact and announce the resolution in Slack
Resolved support tickets update your Insightly contact records automatically while notifying your team in Slack.
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When a lead is created in Insightly, create a Zendesk user profile and alert your sales team in Slack
New Insightly leads instantly create Zendesk user profiles and notify your team on Slack for rapid follow-up.
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When a Zendesk ticket is updated, create an Insightly task and notify your team in Slack
Ticket updates in Zendesk automatically generate follow-up tasks in Insightly and notify your team on Slack.
Supported triggers and actions for Insightly and Zendesk
Mix and match to build the exact automation you need
Insightly Triggers & Actions
Zendesk Triggers & Actions
Ticket is created in view in Zendesk
Triggers the automation when a new ticket is created in a particular view
Try it → Activity(Audit) is added for specific ticket in Zendesk
Triggers the automation when a ticket is audited
Try it → Organization is created in Zendesk
Triggers the automation when a new organization is created
Try it → What can you automate with Insightly + Zendesk?
Streamline your customer operations by connecting Insightly CRM data directly with Zendesk support workflows.
🔄
Sync new Insightly contacts to Zendesk tickets
Automatically generate a Zendesk support ticket the moment a new contact or lead is created in Insightly. Eliminate manual data transfer between your sales and support teams.
📋
Capture every submitted contact field and attribute
Map all available contact details, organizations, and custom attributes from Insightly into Zendesk user profiles. Ensure support agents have full context for every customer.
🔔
Notify support teams of critical updates instantly
Trigger immediate alerts and task assignments in Insightly whenever a high-priority ticket is created or updated in Zendesk.
🔀
Route tickets based on submitted Insightly fields
Direct support requests to specific Zendesk groups or assignees based on organization tier, lead status, or custom field values submitted in Insightly.
♻️
Keep destination records updated as changes occur
Automatically update contact information, task statuses, and organization details across both platforms whenever modifications are made.
🔍
Search and update instead of creating duplicates
Check if a contact or organization already exists in Zendesk before creating a new record, keeping your databases clean and organized.
✅
Handle later ticket status changes automatically
Trigger follow-up tasks in Insightly or update project stages the moment a Zendesk support ticket is marked as solved or closed.
🌐
Extend your workflow to external collaboration apps
Connect your core Insightly and Zendesk automation to Slack, HubSpot, or Google Drive to keep all stakeholders informed across your stack.
And much more...
Who is Insightly + Zendesk integration for?
Connecting Insightly and Zendesk eliminates manual data silos for customer success, sales, and support teams managing client relationships.
Sales managers
Support leads
Account managers
Operations directors
Customer success reps
Implementation specialists
📈
Sales managers
You're tracking deal pipelines in Insightly while support agents handle inquiries in Zendesk, so leadership reviews incomplete customer histories when deals stall — with this integration, every support ticket and contact syncs instantly and your pipeline reports stay accurate.
⚡
Support leads
You need to act fast on critical customer feedback, but contact updates take hours to reach your ticketing queue, so agents miss vital account context — with this integration, every new contact creates a Zendesk ticket automatically and your support queue stays current.
🤝
Account managers
You answer to key clients who expect prompt issue resolution, but manual handoffs between CRM and helpdesk cause frustrating delays — with this integration, every ticket resolution updates your Insightly records and your client updates happen on time.
📊
Operations directors
The volume of inbound leads and support tickets is too high for anyone to keep up by hand, so records drift out of alignment across platforms — with this integration, all contact and ticket updates flow between Insightly and Zendesk without manual intervention.
👥
Customer success reps
You own client onboarding and depend on sales to hand over account details properly, but missing CRM fields leave you guessing about client needs — with this integration, every Insightly contact creates a structured Zendesk user profile and onboarding starts smoothly.
📝
Implementation specialists
You need a reliable history of customer interactions across both tools, but manual logging leaves glaring gaps in your audit trail — with this integration, every task, lead, and ticket creates a complete, searchable history across both applications.
Did you know?
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Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
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Frequently Asked Questions
How do I connect Insightly to Zendesk?
You can connect Insightly to Zendesk in 1-click using ready-made workflows on Integrately, or ask Integrately AI to build your custom automation. It connects seamlessly with apps like Slack, HubSpot, and Google Drive in minutes.
Can I automatically create a Zendesk ticket when a new contact is created in Insightly?
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Can Zendesk ticket updates trigger Insightly task creation?
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Is the Insightly and Zendesk integration free?
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