Insightly

Integrate Insightly with 2800+ apps and services

Supercharge your Insightly CRM by connecting it with 2800+ popular apps and services. Leverage AI-powered automation to build smart workflows that enhance collaboration, streamline processes, and drive business growth.

Explore Triggers and Actions

Deleted Record
Trigger new event when a record is deleted.
New Record
Trigger new event when a new record is created.
Updated Record
Trigger new event when a new record is created.
Create Contact
Creates a new contact. [See documentation](https://api.insightly.com/v3.1/Help?#!/Contacts/AddEntity)
Create Task
Creates a new task. [See documentation](https://api.insightly.com/v3.1/Help?#!/Tasks/AddEntity)

How it works

Add your support channel as a trigger
Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.
Connect your apps
Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.
Connect it to your tools
Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

Popular App Usecases

We’re adding more usecases, triggers and actions - check back soon!

About Insightly

Insightly is a powerful CRM platform that provides marketing automation tools to help businesses manage customer relationships and drive sales effectively.

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Insightly

Integrates With

We’re adding more usecases, triggers and actions - check back soon!

Frequently asked questions

How to set up Insightly integration in Ayudo?

To set up Insightly integration in Ayudo, start by authenticating your Insightly account through the API key. Once authenticated, create workflows to automate tasks between Insightly and your selected apps.

What permissions or API keys are required?

You will need your Insightly API key, which can be found in your Insightly account settings under 'API'. Ensure you have permission to access the necessary data.

Can I combine Insightly with other apps?

Yes, you can combine Insightly with apps like Mailchimp, Google Sheets, or Slack. For instance, automate lead updates from Insightly to a Google Sheet while sending notifications to Slack.

What are some common use cases for Insightly integration?

Common use cases include automating lead nurturing emails, syncing contacts with Google Contacts, and managing project tasks from Insightly in your project management tool.

What are Ayudo's pricing benefits?

Ayudo offers flexible usage-based pricing, allowing you to pay only for what you use, unlike traditional per-seat models, making it cost-effective for businesses of all sizes.

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