Connect Insightly and Google Sheets
Integrate Insightly with Google Sheets to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update Spreadsheet Row in Google Sheets when New or Updated Contact in Insightly
List Sheet Rows from Google Sheets when New or Updated Contact in Insightly
Delete Rows from Google Sheets when New or Updated Contact in Insightly
Add New Row to Sheet in Google Sheets when New or Updated Contact in Insightly
Lookup Spreadsheet Rows in Google Sheets when New or Updated Contact in Insightly
Popular Insightly + Google Sheets flows
Start from a real workflow other teams are already running.
Choose a trigger
Insightly
When this happens...
New or Updated Contact
New Document Template
New Email
New or Updated Event
New or Updated Lead
New or Updated Opportunities
New or Updated Organisation
New or Updated Project
New or Updated Task
Choose an action
Google Sheets
Automatically do this!
Update Spreadsheet Row
List Sheet Rows
Delete Rows
Add New Row to Sheet
Lookup Spreadsheet Rows
Copy Sheet To Spreadsheet
Add Multiple Rows
Create Subsheet
Create Sheet Column
Get Rows From Range
Create a Spreadsheet
Find Subsheet
Get Row Details
Clear Spreadsheet Row
Create Spreadsheet From Template
List Spreadsheets
List Spreadsheet Tabs
Batch Update Cell Values
Format Spreadsheet Row
Add Conditional Formatting Rule
Update Sheet Name
Update Spreadsheet Row in Google Sheets when New or Updated Contact in Insightly
Use this flowList Sheet Rows from Google Sheets when New or Updated Contact in Insightly
Use this flowDelete Rows from Google Sheets when New or Updated Contact in Insightly
Use this flowAdd New Row to Sheet in Google Sheets when New or Updated Contact in Insightly
Use this flowLookup Spreadsheet Rows in Google Sheets when New or Updated Contact in Insightly
Use this flowCopy Sheet To Spreadsheet in Google Sheets when New or Updated Contact in Insightly
Use this flowAdd Multiple Rows to Google Sheets when New or Updated Contact in Insightly
Use this flowCreate Subsheet in Google Sheets when New or Updated Contact in Insightly
Use this flowCreate Sheet Column in Google Sheets when New or Updated Contact in Insightly
Use this flowGet Rows From Range in Google Sheets when New or Updated Contact in Insightly
Use this flowSupported Triggers & Actions
Everything you can automate between Insightly and Google Sheets.
When this happensTriggers
A trigger is an event that starts a workflow.
New or Updated Contact
Triggers when a new contact is created or updated.
New Document Template
Triggers when new document template is created.
New Email
Triggers when new email is send.
New or Updated Event
Trigger when a event is created or updated.
New or Updated Lead
Triggers when new lead is created or updated.
New or Updated Opportunities
Triggers when new opportunity is created or updated.
Do thisActions
Action is the task that follows automatically within your Insightly integrations.
Create Record
Creates a Record.
Update Record
Updates a Record
List Contact
Retrieves the list of all contacts
List Emails
Retrieves the list of all emails
List Events
Retrieves the list of all events
List Leads
Retrieves the list of all leads
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Learn to build automation
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Insightly and Google Sheets workflows.
Learn how to automate Insightly and Google Sheets workflows.
Learn how to automate Insightly and Google Sheets workflows.
Learn how to automate Insightly and Google Sheets workflows.
Learn how to automate Insightly and Google Sheets workflows.
Learn how to automate Insightly and Google Sheets workflows.
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About Insightly
Insightly is a powerful CRM and project management tool designed to help businesses manage customer relationships, track sales, and streamline project workflows. With Insightly, you can easily organize and manage your contacts, leads, and opportunities, as well as collaborate with your team on projects and tasks.
Learn moreSimilar apps
About Google Sheets
Google Sheets is a cloud-based spreadsheet application that lets users create, edit, share, and collaborate on spreadsheets in real time.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Insightly and Google Sheets accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Insightly and Google Sheets as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Google Sheets. No coding required.
Yes. You can set up a workflow where Insightly triggers actions in Google Sheets, and a separate workflow where Google Sheets triggers actions in Insightly. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Insightly and Google Sheets. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Insightly and Google Sheets integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
