Insightly Integrations

Build & publish in-app integrations with our Insightly connector

Insightly connector icon

Insightly is the easy, powerful and affordable online Customer Relationship & Project Management Software used by over 400000 small businesses world wide.

Book a demo to learn more about integrating with Insightly

Create automations with our Insightly connector

Cyclr enables SaaS platforms to integrate their application with hundreds of other platforms. Use Cyclr’s low code integration builder to integrate your application with Insightly, so you can provide in-app Insightly integrations for your end users.

Why integrate with Insightly

Your SaaS users want more and more integrations, but they take time and development resources to create. Which is why Cyclr’s white label, embedded integration platform enables you to create integrations between your application and Insightly, as well as 100s of other apps, using low code tools.

Available Methods and Endpoints

Get Contact
Action
Gets a contact from Insightly.
Delete Contact
Action
Delete a contact from Insightly.
List Contacts
Action
Lists contacts from Insightly.
Get New Contacts
Action
Get new contacts from Insightly.
Get Contacts by Email
Action
Gets all the contacts matching an email address
Add Contact
Action
Adds a contact to Insightly.
Update Contact
Action
Updates a contact in Insightly.
Get Updated Contacts
Action
Get updated contacts from Insightly.
List Contact Custom Fields
Action
Lists project custom fields from Insightly.
Get Lead
Action
Gets a Lead from Insightly.
Delete Lead
Action
Delete a Lead from Insightly.
Get Leads by Email
Action
Gets all the Leads matching an email address
Create Lead
Action
Creates a lead in Insightly.
Update Lead
Action
Updates a lead in Insightly.
List Leads
Action
Get a list of leads from Insightly.
Get New Leads
Action
Get a list of new leads from Insightly.
Update Lead Status
Action
Updates the status of a lead.
List Lead Statuses
Action
Gets a list of Lead Statuses.
Get Updated Leads
Action
Get a list of updated leads from Insightly.
List Lead Custom Fields
Action
Lists project custom fields from Insightly.
Get Task
Action
Gets a task from Insightly.
Delete Task
Action
Deletes a task from Insightly.
Get Task Comments
Action
Get the comments attached to a task.
Add Task Comment
Action
Add a comment to a task.
Create Task
Action
Creates a task in Insightly.
Update Task
Action
Updates a task in Insightly.
Lists Tasks
Action
Lists tasks from Insightly.
Get Opportunity
Action
Get an opportunity from Insightly.
Delete Opportunity
Action
Delete an opportunity from Insightly.
List Opportunities by Search
Action
Gets a filtered list of opportunities.
List Opportunities
Action
Get a list of opportunities from Insightly.
Add Opportunity
Action
Add an opportunity to Insightly.
Update Opportunity
Action
Update an opportunity in Insightly.
List Opportunity Custom Fields
Action
Lists project custom fields from Insightly.
List New or Updated Opportunities
Action
Gets a list of opportunities created or updated since last run.
List Projects
Action
Lists projects from Insightly.
Get Project
Action
Get a project from Insightly.
List Updated Projects
Action
Lists projects updated since last run from Insightly.
List Project Custom Fields
Action
Lists project custom fields from Insightly.
Get Organisation
Action
Get an organisation from Insightly.
Delete Organisation
Action
Delete an organisation from Insightly.
List Organisations
Action
Get a list of organisations from Insightly.
Add Organisation
Action
Add an organisation to Insightly.
Update Organisation
Action
Update an organisation in Insightly.
Get Pipeline
Action
Get a pipeline from Insightly.
List Pipelines
Action
Get a list of pipelines from Insightly.
Get Pipeline Stage
Action
Get a pipeline stage from Insightly.
List Pipeline Stages
Action
Get a list of pipeline stages from Insightly.
Get User
Action
Gets a user from Insightly.
List Filtered Users
Action
Get a list of filtered users from Insightly.
List Users
Action
Get a list of users from Insightly.
Get Current User
Action
Gets the current user from Insightly.
List Countries
Action
Lists the countries Insightly recognizes for use in addresses.

Do you want to access something that's not currently listed? Just let us know and we can add it to the connector for you!

What Methods do you Need?

Top Use Cases for Insightly Integrations

Quickly create integrations between your SaaS application and Insightly with Cyclr's low code integration builder. Publish your Insightly integration into your application using Cyclr's white label embedded integration marketplace.

CRMs

  • Keep multiple sales tools in sync to keep sales data up to date regardless on what system users are updating them in.
  • Automate tasks for your sales team to keep deals moving.
  • Automatically fill in company data on your deals using external data.

Some of the many benefits of using Cyclr as your integration solution

Native

Transform your API from backend to frontend, from developer focused to business user focused.

Deliver integrations natively from within your own application and add value to your end-users.

Build Quickly

Add connectivity in days, not months. So you can add transformative technology to your system in no time at all.

Be responsive to the needs of your clients and your sales team.

No code integrations

Use our drag and drop integration builder to create integrations, then click to publish them to your app.

Your users can then search and deploy these integrations in a couple of clicks.

Ready to start your integration journey?

Recommended by G2 users

Book a demo to see Cyclr in action and start creating integration solutions for your customers