Insightly integration + automation

Insightly integrations couldn’t be easier with the Tray Platform’s robust Insightly connector, which connects any services without the need for separate integration tools.

Popular Insightly integrations

Business professionals that want to integrate Insightly with the software tools that they use every day love that the Tray Platform gives them the power to sync all data, connect deeply into apps, and configure flexible workflows with clicks-or-code.


Marketing, Sales


Customer Relationship Management (CRM)

Connector type

Tray Connector




Create contact, Delete contact, Get contact, List contact custom fields, List contact custom fields DDL, List contact relationships, List contact relationships DDL, List contacts, List contacts DDL, List countries


With the Tray Platform, we’ve been able to automate formerly inefficient and error-prone revenue ops processes with enterprise security and a modern interface...without engineering resources.

Sean Passanisi - Senior Manager, Sales and Marketing Operations

Udemy is the leader in low-code automation

G2 - Best Meets Requirements Winter 2021G2 - Best Results Winter 2021G2 - Users Most Likely To Recommend Winter 2021G2 - High Performer Mid-Market Winter 2021G2 - High Performer Winter 2021G2 - Leader Mid-Market Winter 2021G2 - Leader Winter 2021G2 - Momentum Leader API Mangement Winter 2021G2 - Momentum Leader iPaaS Winter 2021
Insightly logo


Quick and easy Insightly CRM integrations

Build custom Insightly CRM integrations in minutes with the low-code Tray Platform. Our intuitive, 100% visual builder empowers you to seamlessly integrate Insightly CRM with any data source, without IT support. 

Need an Insightly CRM connector to flow CRM data across your tech stack? With the Tray Platform, you can sync mission-critical data across any of your applications, including data within custom fields, flat files (such as CSVs), FTP, webhooks, email, and any other data source. Our easy-to-use, drag-and-drop builder allows anyone to stand up integrations that boost sales productivity and win rates. 

But why stop there? You can maximize efficiency and drive revenue with powerful Insightly CRM automation. Build multi-step workflows that streamline time-consuming tasks such as prioritizing leads, generating quotes, and updating sales records. Empower your sales team to spend less time doing manual work and more time closing deals.

Popular Customer Relationship Management (CRM) Connectors

Make anything happen See in action

Enterprises and rapidly growing firms trust the Tray Platform

Learn about our customers and how they use our easy drag-and-drop interface to build their dream automations.

  • AdRoll
  • Copper trusts with their automation
  • Digital Ocean is a happy customer of
  • InVision
  • Demandbase marketing department depends on
  • Udemy
  • Outreach
Meet more automated organizations >

The Tray Platform is...



Connect to anything

Access every endpoint

Automate any event



Visual and intuitive UX

Clicks-or-code automation

Collaborative development



Logical operators

Advanced capabilities

Real-time logs



Elastic scalability

Parallel processing

Log data storage




Built-in 2FA + full encryption

Role-based access