Create Zenkit item for new Insightly contact
Insightly + Zenkit Integration
Insightly + Zenkit Integration
Integrate Insightly to Zenkit in one click, or tell Integrately AI how you want each lead handled. Capture new prospects, sync project boards, update contact records, and alert your team instantly.
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
Item is created in Zenkit Instant- Item value is changed in Zenkit Instant
- Activity is created in Zenkit Instant
- Notification is created in Zenkit Instant
2.
- Update opportunity in Insightly
- Get opportunity by ID in Insightly
- Get organization by ID in Insightly
- Get task by ID in Insightly
- Update Contact in Insightly
- Update task 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
- Create item in Zenkit
- Update item in Zenkit
- Search item in Zenkit
- Add comment to item in Zenkit
- Search collection in Zenkit
- Search member in Zenkit
Trusted by experts at...
Ready Workflows for Insightly + Zenkit Integration
Create Zenkit items from new Insightly leads, organise project stages, update client contact details, and trigger follow-up tasks, all in just one click.
Most popular automation
Create Zenkit item for updated Insightly contact
Insightly + Zenkit Integration
- 1of1
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Insightly + Zenkit flow
Capture leads into your CRM and project boards, then notify your team, log details in sheets, or send emails. Pick a combination and activate it in one click.
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Salesforce (5)
Salesforce (5) +
Hubspot (5)
Hubspot (5) +
Slack (5)
Slack (5) +
Gmail (5)
Gmail (5) +
Google Calendar (5)
Google Calendar (5) +
Stripe (5)
Stripe (5) I
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Create a Zenkit item whenever a new lead is created in Insightly, and add a contact in Salesforce
New Insightly leads instantly generate Zenkit items and Salesforce contacts, eliminating duplicate data entry across your systems.
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When a contact is created in Insightly, create a Zenkit item and update the record in Salesforce
Keep Salesforce updated whenever a new contact appears in Insightly and track the work in Zenkit.
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When an opportunity is created in Insightly, create a Zenkit item and log the deal in Salesforce
Track major sales opportunities in Zenkit and Salesforce simultaneously the moment they open in Insightly.
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When a task is created in Insightly, create a Zenkit item and add a task in Salesforce
Ensure task assignments are mirrored across Insightly, Zenkit, and Salesforce automatically.
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Use ChatGPT to summarise new Insightly leads, create a Zenkit item, and log the summary in Salesforce
Generate AI summaries of incoming Insightly leads and store them across Zenkit and Salesforce.
Supported triggers and actions for Insightly and Zenkit
Mix and match to build the exact automation you need
Insightly Triggers & Actions
What can you automate with Insightly + Zenkit?
Connect customer relationship data with project boards to keep your operations synchronized.
🔄
Sync new leads into project items automatically
Whenever a new lead is created in Insightly, a corresponding item is generated in Zenkit to start your workflow immediately.
📋
Capture every submitted custom field
Map all available contact attributes and custom properties from Insightly directly into your Zenkit item fields.
🔔
Notify your team the moment items arrive
Alert the right stakeholders instantly when new records are synchronized across your CRM and project boards.
🔀
Route records based on submitted criteria
Apply conditional logic to direct specific leads or opportunities to different Zenkit collections based on custom field values.
🔄
Keep project destinations up to date
Update existing Zenkit items automatically whenever contacts, tasks, or opportunities change in Insightly.
🔍
Prevent duplicates with smart searching
Search existing collections before creating new items to ensure clean data management across both systems.
📌
Handle later status changes and deal updates
Reflect closed deals, completed tasks, and updated pipeline stages across your project workspace instantly.
🔗
Extend workflows to popular business apps
Connect your Insightly and Zenkit core flow with tools like Slack to notify channels and streamline collaboration.
And much more...
Who is Insightly + Zenkit integration for?
Teams managing customer relationships and project execution benefit from streamlined data flows that eliminate manual updates.
Sales directors
Project managers
Client success teams
Operations leads
Account executives
Data administrators
📈
Sales directors
You're reviewing pipeline reports in Insightly while tracking deliverables in Zenkit, but manual updates lag behind deal progress so your weekly forecasts are always based on stale figures — automating both apps means every new lead and opportunity syncs instantly and your numbers stay current.
⚡
Project managers
You need to assign tasks as soon as sales opportunities close in Insightly, but delays leave project boards empty until someone remembers to copy the details over — automating both apps means new items appear in Zenkit the moment deals update so your team can start immediately.
🤝
Client success teams
You answer client inquiries about project status while onboarding new accounts, but finding scattered records across platforms wastes valuable meeting time — automating both apps means client data and task boards stay perfectly aligned for every review.
📊
Operations leads
The volume of incoming leads and tasks is too high for your staff to keep up with manual data entry between systems without introducing errors — automating both apps means every record flows securely between your CRM and project boards without manual intervention.
🔄
Account executives
You depend on upstream lead handoffs from marketing to begin your outreach, but missing notifications cause prospective deals to stall in the pipeline — automating both apps means every contact lands in your workspace instantly so follow-ups happen on time.
🗂️
Data administrators
You need a reliable history of all customer interactions and project states, but manual updates constantly leave frustrating gaps in your audit logs — automating both apps means every activity and task change is captured accurately from end to end.
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 + Zenkit
Build and manage your Insightly + Zenkit automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Insightly + Zenkit 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.
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Insightly + Zenkit Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Insightly to Zenkit?
You can connect Insightly to Zenkit in 1 click using ready templates or ask Integrately AI to build the automation. Connect your accounts, map your fields, and automate tasks instantly alongside tools like Slack, Gmail, and HubSpot.
Can I automatically create Zenkit items from new Insightly leads?
Can I connect Insightly, Zenkit, and Slack?
What is a good Zapier alternative for Insightly and Zenkit?
How are Insightly contact updates synced to Zenkit?
Can Zenkit trigger updates back to Insightly?
Do I need coding skills to automate Insightly and Zenkit?
Is the Insightly and Zenkit integration free?
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?
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