Connect Insightly with SendGrid
Automatically sync contacts between Insightly and SendGrid. Add new subscribers to SendGrid lists whenever a deal is won or a lead is created in Insightly, and keep customer data in sync.
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Last updated: January 2026
Insightly
CRMInsightly is a popular crm tool. Connect Insightly with other apps to automate your workflow and boost productivity.
SendGrid
Email MarketingSendGrid is a popular email marketing tool. Connect SendGrid with other apps to automate your workflow and boost productivity.
Popular Automation Ideas
Sync Insightly Data
Automatically sync data from Insightly to SendGrid to eliminate manual entry.
Trigger SendGrid Actions
Set up triggers in Insightly that automatically execute actions in SendGrid.
Automate Insightly Workflows
Connect Insightly and SendGrid to build powerful automated workflows for your team.
Free vs Pro: Which Plan Do You Need?
The free plan is great for testing, but businesses need Pro features to run reliable, high-volume automations.
Free Plan
$0/month- Limited to 1,000 operations/month
- Max 2 active scenarios
- 15-minute minimum interval
- No priority execution
- Community support only
Best for: Testing and personal projects
Pro Plan
From $9/month- 10,000+ operations/month
- Unlimited active scenarios
- 1-minute interval (near real-time)
- Priority execution queue
- Email & chat support
💰 Calculate Your ROI
How much time could you save by automating Insightly + SendGrid?
How to Connect Insightly and SendGrid
Sign up for an automation platform
Create a free account on Make, Zapier, or similar tools.
Connect your Insightly and SendGrid accounts
Authorize the platform to access both apps securely.
Build your automation
Choose triggers and actions, then activate your workflow.
Need help with this integration?
Our team can build custom automations tailored to your specific needs. Get a professional setup without the technical hassle.
Get Expert HelpBuilt for Business Scale
Whether you're a startup or an enterprise, this integration scales with you. Process thousands of operations, handle complex data mapping, and ensure 99.9% uptime for your critical Insightly and SendGrid workflows.
- Unlimited active scenarios
- Multi-step logic
- Real-time execution
- Priority support
Frequently Asked Questions
How do I connect Insightly to SendGrid?
You can connect Insightly to SendGrid using automation platforms like Make or Zapier. Sign up for free, authorize both apps, and create your automation workflow in minutes.
Is Insightly and SendGrid integration free?
Most automation platforms offer free tiers that allow you to create basic integrations. For more complex workflows or higher volume, paid plans are available.
What can I automate between Insightly and SendGrid?
Common automations include syncing data, sending notifications, creating records, and triggering actions based on events in either Insightly or SendGrid.
Do I need coding skills to set up this integration?
No coding required! Platforms like Make use a visual drag-and-drop interface. You can build powerful automations just by connecting modules and mapping data fields.