Microsoft Office 365 + Insightly Integrations
Put Microsoft Office 365 + Insightly to work with AI and enterprise-grade automation
Learn more about Microsoft Office 365 integrations or talk to a human
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Workflows you can build between Microsoft Office 365 and Insightly
See the kind of workflows teams build with Microsoft Office 365 and Insightly below — describe the exact one you want above and the Agent builds it on demand.
Microsoft Office 365 + Insightly
When a field on an Insightly record is updated, update the corresponding contact item in Microsoft Office 365.
Send welcome emails to newly created leads
When a new lead is created in Insightly, automatically send an introductory email in Microsoft Office 365 to jumpstart prospect engagement.
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Log contact activity when incoming emails arrive
When an email is received in Microsoft Office 365, automatically log activity in Insightly to maintain a complete history of customer interactions.
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Update contact records when emails bounce
If an email bounced in Microsoft Office 365, automatically update the contact in Insightly to flag invalid details and clean up your database.
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Browse the full workflow library →
Looking to achieve something else with Microsoft Office 365 and Insightly?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Microsoft Office 365 and Insightly
Everything Microsoft Office 365 and Insightly can do inside a workflow — the triggers that start one and the actions that run when it fires.
Microsoft Office 365 Explore Microsoft Office 365 →
Microsoft Office 365 is a cloud-based productivity suite providing access to email, document creation, cloud storage, and enterprise collaboration applications.
Knit's Integrations Agent builds Microsoft Office 365's triggers and actions on demand — describe the automation in plain English and it writes and runs real code against Microsoft Office 365's API.
Insightly Explore Insightly →
A cloud CRM and project management platform that manages sales pipelines, customer contacts, and project delivery.
TriggersTriggers when a record is deleted.
Triggers when a new record is created.
Triggers when a field of your choosing (i.e. email address, status) is updated on any record of a specified Insightly object (ie. Contact, Lead, Opportunity, etc.).
Triggers when a record is updated.
Creates a Record
Updates a Record
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Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Microsoft Office 365 + Insightly
Is there a pre-built Microsoft Office 365 + Insightly automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Microsoft Office 365 and Insightly's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Microsoft Office 365 or Insightly connector?
No. The Agent works whether or not Microsoft Office 365 or Insightly already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
What are the benefits of linking Insightly and Microsoft Office 365?
Connecting them automates prospective buyer engagement, keeps communication histories updated in CRM records, and maintains list health when messages bounce.
Can incoming emails update sales deal notes?
Yes, receiving an email in Microsoft Office 365 can automatically log activity against the matching contact or deal in Insightly.