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CRM & Sales · integration

Connect Insightly to your tables.

Contacts, leads, organizations and opportunities. In AITIZER, Insightly becomes an action column: map a few cells to the request, and every row can call it. Manually, on a schedule, when a row changes, or through an AI agent.

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What you can automate with Insightly

How it works

Add the credential once

Paste your Insightly key in Special Fields. It is encrypted and stays on the server.

Map cells to the request

Pick a Insightly endpoint for a column and link each placeholder to a column of your table.

Run it any way you like

Per row, on all rows, when a row changes, every night, or as a tool for an AI agent on web, WhatsApp or Telegram.

Prompts you can paste into the composer

Build a sales pipeline that syncs every won deal to Insightly
Create a leads table and push new rows to Insightly as contacts
Add a WhatsApp agent that qualifies leads and writes them to Insightly

The Vibe Coding composer creates the tables, the Insightly column, the screens and the login. You keep the code and your data exports anytime.

Official API reference: api.na1.insightly.com/v3.1/Help

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Frequently asked questions

Do I need a Insightly developer account?

You need Insightly credentials (an API key or token) from your own Insightly account. Paste them once in AITIZER; they are encrypted and injected server-side, never exposed to the browser.

Can an AI agent use Insightly?

Yes. Any Special Field request can be given to an AI agent as a tool. The agent decides when to call Insightly, with the permissions you set per table.

What does a Insightly integration cost on AITIZER?

Integrations are included in every plan, including Free (2 Special Fields) and Starter and up (unlimited). You only pay Insightly for its own usage.