Connect and Integrate
Rocketlane with Insightly

Connect Rocketlane to Insightly and watch how much smoother your workflows can become with automation.

Easy Steps to Connect
Rocketlane and Insightly

Select a trigger in Rocketlane

Choose an event in Rocketlane like “New event in Rocketlane,” to set off your automation.

Automate an Action in Insightly

Connect your Insightly account and select an action like “Take action in Insightly” to make your work flow.

Customize the Workflow

Build your Rocketlane - Insightly automations the way you want with an easy-to-use workflow builder tools that suits your needs.

Connect Rocketlane and Insightly
to Automate these Workflows

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About Rocketlane

Rocketlane is a collaborative customer onboarding platform/project management platform for Professional Service Automation (PSA) in onboarding, implementation, and services. It unifies project tasks, resources, communication, and customer interactions in one place to manage timelines, automate tasks, handle CSAT reporting, track budgets, and even create reusable templates.

Learn more

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About Insightly

Insightly is a CRM and project management tool designed for small and medium-sized businesses. With features like lead tracking, project management, and reporting, Insightly enhances operational efficiency. Its integration capabilities streamline data management, making it an essential tool for organizations looking to improve their sales processes and project management efforts.