CRM Integration
Best AI Assistant for Insightly
Carly is an AI assistant that connects to Insightly so you can add leads, update opportunities, log activity, and create projects — all by email or text. No logging into Insightly between meetings and sales calls.
Try Carly →What Carly can do with Insightly
Add and update leads from the field
Text or email Carly a new lead's name, company, and contact details and she creates the lead in Insightly — or updates an existing one — without you opening the CRM between calls.
Move opportunities through the pipeline
After a call, tell Carly to move an opportunity to the next stage and log what was discussed. She updates the stage and adds the activity note in Insightly so the pipeline stays accurate.
Turn won deals into projects
Just closed a deal? Tell Carly to convert the opportunity and open the delivery project in Insightly, so nothing gets dropped in the handoff from sales to delivery.
Check your pipeline on demand
Ask Carly for a rundown of your open opportunities and she pulls stages, amounts, and contacts from Insightly — ready before your pipeline review or one-on-one.
Why teams are using AI to run Insightly
Insightly pairs CRM with project management, so a deal doesn't just close — it flows into a project that gets delivered. Leads, contacts, opportunities, pipelines, and projects all live in one place. The weak spot is the same as every CRM: it's only useful if it's current, and updating it means clicking into records to log a call, move an opportunity to the next stage, or hand a won deal off to delivery. Sales reps and account managers who live in meetings rarely stop to do that, so the pipeline drifts out of date.
An AI tool for Insightly should let a team update leads, opportunities, and projects the moment something changes — right after a call, walking out of a meeting — without opening the CRM. When moving an opportunity forward or logging a note is as fast as sending a text, the pipeline stays accurate and nothing falls through the crack between sales and delivery.
How Carly works as your AI Insightly assistant
Carly connects to your Insightly account through the Insightly API. Once connected, you manage leads, contacts, opportunities, and projects over email or text — like having an operations assistant who keeps the CRM current while you sell and deliver.
Just got off a discovery call? Text Carly to update the opportunity stage and log a note on what the prospect needs, and she records both in Insightly. New inbound lead? Email Carly the details and she creates the lead. Just closed a deal? Tell Carly to convert it and spin up the delivery project. Need a pipeline check before your one-on-one? Ask Carly and she pulls your open opportunities with stages and amounts.
Because Carly works from outside Insightly, she can also cross-reference your CRM data with your calendar and email — checking whether a contact has an upcoming meeting, or pulling their latest correspondence next to their Insightly record before you reach out.
Who uses Carly with Insightly
Sales reps and account managers who run on back-to-back calls and need the pipeline updated without stopping to type into the CRM. Small business owners and founders who use Insightly for both sales and project delivery and want one fast way to keep it all current. Operations and project managers who need won deals turned into projects the moment they close, not whenever someone remembers. If your team runs on Insightly but the updates lag behind the work, Carly keeps leads, opportunities, and projects current from wherever you are.
See it in action
How to connect Insightly to Carly
Sign up for Carly
Create your account in under 2 minutes.
Connect Insightly
Authorize the Insightly integration from your Carly dashboard. One click, and you're connected.
Start giving instructions
Email or text Carly with what you need done in Insightly. She handles the rest.
Automate Insightly in 2 minutes
No complex setup. No code. Just tell Carly what you need.
Get Started →Frequently asked questions
What is the best AI tool for Insightly?
Carly is an AI assistant that connects to Insightly and lets you add leads, update opportunities, log activity, and create projects — all by email or text. She works from outside Insightly, so you can keep your CRM and pipeline current from meetings, the car, or between calls without opening the app.
Can AI update Insightly opportunities and pipelines?
Yes. With Carly, you text or email something like "move the Brightpath opportunity to Proposal Sent and log a note" and Carly makes the update in Insightly within seconds. Updating the pipeline the moment a call ends keeps your stages and amounts accurate without manual data entry.
How does Carly connect to Insightly?
In your Carly dashboard at carlyassistant.com/integrations, connect Insightly with your API key. Once connected, Carly can add leads, update opportunities, create projects, and pull CRM details from your Insightly account.
Can Carly turn won deals into projects in Insightly?
Yes. Because Insightly pairs CRM with project management, you can tell Carly to convert a won opportunity and open the delivery project. She handles it in Insightly so the handoff from sales to delivery happens the moment the deal closes.
Can Carly pull pipeline and contact details from Insightly?
Carly can pull open opportunities, stages, amounts, contacts, leads, and project status from Insightly on demand. Ask her for your pipeline or a specific contact's record and she sends it to you by email or text.
Is Carly different from Insightly's built-in workflow automation?
Yes. Insightly's workflow automation runs inside the platform on rules and triggers. Carly is an external assistant you email or text — she gives you on-demand access to your leads, opportunities, and projects from anywhere and lets you take action without logging in. She also connects Insightly to 200+ other tools.
Ready to automate your busywork?
Carly schedules, researches, and briefs you—so you can focus on what matters.
See what people say
"Before Carly, I relied on a Calendly link, but the whole process felt impersonal and not very professional. Carly changed that by handling all the back-and-forth, so I'm no longer stuck in endless email threads trying to line up schedules.
Now Carly reaches out to candidates, shares my real-time availability, lets them pick a slot, then sends a Zoom link and drops it straight into my calendar. She sends reminders to both of us before each call, which has significantly reduced no-shows and last-minute confusion.
On top of scheduling, Carly acts like a full executive assistant, sending me my schedule the night before so I can prepare for each call. It reminds me of the old x.ai assistant, but Carly is noticeably smarter, faster, and better suited to my healthcare recruitment business."