Insightly

Insightly is a powerful CRM platform designed for small to medium-sized businesses to manage leads, contacts, organizations, opportunities, and projects. It provides a unified view of customer relationships with built-in collaboration, automation, and reporting capabilities.

This integration enables AI agents to programmatically access and manage Insightly CRM data, automating lead management workflows, updating opportunity stages, logging interactions, managing contacts and organizations, and generating business insights from your CRM data at scale.

Capabilities

• Create, read, update, and delete leads, contacts, and organizations
• Manage opportunities and sales pipeline stages
• Track projects, tasks, and project activities
• Log emails, calls, and interactions to contacts and opportunities
• Query and filter records using advanced search criteria
• Access custom fields and relationship data
• Retrieve activities and event information
• Manage contact notes and communication history

Resources

• Insightly API v3.1 Documentation
• Working with the Insightly Web API