Take a minute to think of all of the employees at your company and each employee’s unique talents. Your sales lead is best at big-picture thinking and goal-setting, while your marketing head might be more detail-oriented and good at asking thoughtful questions. Each member of your team has a certain skillset, and your company is all the stronger for it.
Now think of the many web apps and platforms that your company uses—tools for email marketing, lead generation, time management, accounting, social media, project management, and the list goes on. These apps aren’t unlike your team: each app is best for getting certain things done, much like each of your teammates has a special skill. No one team member holds up your company, and there is no one app that does it all either. You probably use many other apps in addition to Insightly throughout your work day in order to run your business.
Using a variety of apps means that you might find yourself transferring data between them multiple times a day—whether that means copying and pasting, importing and exporting, or even manually typing data from one app into another. All that manual work takes a lot of time. But what if that wasn’t the case? What if your apps connected to each other so you didn’t have to manually transfer data between them?
Thanks to power of integrations, your apps connect and automatically talk to each other. You can take advantage of Insightly’s native integrations, API, or partner integrations like Zapier. Zapier is a tool that allows you to connect your apps without any coding knowledge. In just a few minutes, you can set up custom integrations, or “Zaps,” that connect Insightly to 500+ other apps. There are so many ways connect Insightly to the other apps you use, but here are just a few connections that will save you time.
Automatically Move Your Contacts from Other Tools into Insightly
Instead of exporting a list of contacts from another tool and then importing the list into Insightly, you can rely on a Zap to automatically send contacts to Insightly. For example, you can use a Zap that automatically creates an Insightly contact whenever a new contact is created in Google Contacts. Set up the Zap once, turn it on, and your new contacts are automatically added to Insightly.
You can even automatically add contacts to Insightly from a rather outdated contact management system: paper business cards. Use an app such as FullContact Card Reader that scans business
cards then set up a Zap to automatically send those contacts to Insightly.
Automatically Capture Leads with Insightly and Online Forms
If you use online forms to collect information from visitors to your website, you can connect your form software to Insightly, too. Whenever someone fills out a form on your website, they will automatically be added to Insightly as leads, contacts, or opportunities, thanks to Zapier. As you set up your Zap, you can customize the integration so that it works best for your workflow.
Connect Insightly with Email Marketing Tools
While you manage your contacts and leads in Insightly, you might also use an email marketing tool like MailChimp or Constant Contact to manage your email subscribers. You can set up Zaps that will automatically add your new Insightly contacts to MailChimp and other email marketing tools, where you can send marketing emails to them. Say goodbye to the repetitive, boring process of exporting your Insightly contacts and then importing them into your email marketing app: these Zaps do the work for you.
Plug Insightly into Project Management Tools
Adding tasks in Insightly helps keep your team on track. You can also set up integrations to send Insightly tasks to other project management tools other teammates may be using. For example, if your engineering team tracks tasks in Asana, while you manage tasks in Insightly, you might run into confusion and miscommunication. Instead of manually adding tasks to both Insightly and Asana, you can set up a Zap to do it for you.
These integrations are just a few of the many Insightly Zaps you can create to save yourself time. You can set up your own Zaps between Insightly and 500+ other apps by signing up for a Zapier account.
At Insightly, we offer a CRM used by small and mid-sized businesses from a huge variety of verticals. Learn about Insightly’s features and plans on our pricing page or sign up for a free trial.
Carlin Sack is a member of the Zapier marketing team and a Northwestern University journalism alum.
