An AI Agent For Insightly That Tidies Leads And Opportunities
Insightly holds your leads, organizations and projects, and someone has to keep them linked. Your agent does that, so the team sees the full story on each record.
From $10/month 30 days free No credit card
What Your Agent Does In Insightly
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Converts And Links Leads
Tell it a lead replied and it converts the lead, creates the organization and contact, and links them together so nothing sits orphaned.
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Updates Opportunities
Give it a status line from a call and it changes the opportunity stage, adjusts the forecast close date and logs the note.
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Starts Projects From Won Deals
When the Brightside deal is won it creates a project from your usual template and adds the first tasks with owners.
Ask In Your Own Words
Type it in any project chat, or send it from your phone. Your agent works in Insightly for you, with your own login, and reports back in the thread.
- Convert the leads from last week’s webinar and link each one to its company.
- Show me opportunities closing this month that have no next task.
- Start a project for the Brightside deal and give the onboarding tasks to the services team.
Use Insightly With Octopus Prime
- Open Settings › Connections, choose Insightly and sign in once with your own login.
- Your login stays in your Vault, a safe your agents can use but never read. Your agent works in Insightly for you without ever seeing your password.
- Choose which agents can use Insightly: just yours, one project’s or the whole company’s. You approve what matters.
Questions About Insightly And Your Agents
Does the agent understand my custom fields?
Yes. It reads the custom fields and pipelines set up in your Insightly and uses them as your team does. If a field is unclear, it asks.
Can it see both leads and projects?
It sees what the Insightly user you connected can see. A user with narrower access means the agent sees less.
Does my agent see my Insightly password?
No. Your Insightly login stays in your Vault, a safe your agents can use but never read. You can remove an agent’s access, or disconnect Insightly, at any time in Settings.
More CRM And Sales Apps
All CRM Apps-
Salesforce
Opportunities updated after every call. -
HubSpot
Contacts, deals and follow-ups kept current. -
Pipedrive
A pipeline that updates itself after every call. -
Apollo.io
Tasks, replies and account research handled. -
Attio
Records and lists that update themselves. -
Capsule CRM
Contacts, notes and tasks kept current.
Put An Agent To Work In Insightly. With Your Own Login. You Approve What Matters.
From $10/month 30 days free No credit card
Insightly is a trademark of its owner. All product names, logos and brands are property of their respective owners. Use does not imply endorsement.
