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Insightly + Swimlane

CRM and project management platform that integrates Swimlane LinkedIn insights for small business social selling

Insightly Category · CRM n8n Make

What it does

  • Get contacts with project links
  • Edit contact and company records
  • Add contacts with relationship mapping
  • Remove contacts and merge duplicates
  • Project and opportunity tracking

How teams use it

  • Swimlane small business CRM automation
  • LinkedIn project-based client management
  • Social selling and project integration
  • Swimlane customer relationship tracking

Connect it

  1. 01

    Create your Swimlane account

    Sign up, connect LinkedIn, and let the first sync bring your network in.

  2. 02

    Pick your automation platform

    n8n if you want to self-host, Make if you would rather not run anything.

  3. 03

    Point it at Swimlane

    Generate an API token in Settings, then use it in your scenario or workflow.

  4. 04

    Ship the workflow

    Trigger on a contact created, updated or deleted — or read tags and pipeline stages from the API on a schedule.

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