Overview
The Insightly Integration routes every call, chat and lead qualification directly into your existing Insightly CRM. Our agent works behind the scenes so your sales team stays focused on building relationships, not updating records.

Core Benefits

• Real-Time Contact & Opportunity Creation
  New inquiries become Insightly contacts and opportunities automatically—no manual steps.
• Automatic Activity Logging
  Calls, messages and qualification notes log back to the right record so your team always has full context.
• Pipeline Stage Automation
  When a prospect’s status changes during an interaction, the agent advances the opportunity stage in Insightly.
• 24/7 Lead Capture
  After-hours inquiries flow into Insightly, ensuring no opportunity slips through the cracks.
• Enterprise-Grade Security
  OAuth-based authentication, field-level permissions and full audit trails keep your data safe and compliant.

Setup Made Easy
Our team handles every step. You grant us secure Insightly API access, and we configure field mappings, workflows and pipeline stages. No portals to learn. No API work on your end.

Why It Matters
Eliminate manual entry errors by up to 80 percent. Shrink follow-up time from hours to seconds. Most teams see ROI within days through faster response and higher close rates.

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