Insightly integration

CRM with project management, marketing tools and a service desk for growing teams. Connect Insightly to OLODESK and use it in the apps and automations your business runs on.

Start free How to connect

Category: CRM & sales

Popular ways to use Insightly

Start with one of these, or describe your own.

Leads captured for you

Web forms, calls and bookings land in Insightly, matched to the right contact.

Follow-ups that happen

Your team gets a reminder by email or text when a deal in Insightly goes quiet.

Won deals, ready to invoice

When a deal is won in Insightly, the client and a draft invoice are set up in your accounting app.

How to connect Insightly

Request Insightly
In your portal’s Integrations tab, press Request access next to Insightly. On Business Starter and Business Pro it’s ready within 24 hours. No account yet? Send a request.
Connect your account
Sign in to Insightly, or paste the access key from your account.
Describe what you need
OLODESK builds it with you. Try it on real data before it goes live.

How integrations work

On Business Pro, you can also work with your Insightly data in ChatGPT. AI on OLODESK

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