CRM

RevSquared + Insightly.

RevSquared integrates with Insightly CRM through Zapier, giving small and mid-size businesses a way to automatically capture phone call data in their CRM. Create leads that flow into your project pipeline and keep your relationship data complete.

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How RevSquared Works With Insightly.

RevSquared integrates with Insightly CRM through Zapier, giving small and mid-size businesses a way to automatically capture phone call data in their CRM. After every call your AI phone agent handles, RevSquared sends structured data — caller name, phone number, email, call summary, transcript, sentiment analysis, call outcome, recording URL, and appointment details — to Zapier. You build a Zap to route this data into Insightly as leads, contacts, or activities.

Insightly combines CRM and project management in a single platform, making it a popular choice for businesses that need to track leads from first contact through project delivery. By connecting RevSquared call data to Insightly through Zapier, you can create leads that automatically flow into your project pipeline, link call activities to organizations, and keep your relationship management data complete.

RevSquared captures the call intelligence. Zapier delivers it. You configure exactly how leads, contacts, and project tasks are created or updated inside Insightly.

What This Integration Does.

Every feature built to keep your business running without you on the phone.

Create Insightly Leads

Build a Zap to create Insightly leads from AI-handled phone calls.

Log Call Activities

Build a Zap to log call activities on Insightly contact records.

Update Opportunities

Build a Zap to update Insightly opportunities with call outcome data.

Link to Organizations

Build a Zap to link call data to Insightly organizations and projects.

Set Pipeline Stages

Build a Zap to set Insightly pipeline stages based on call qualification.

Create Follow-Up Tasks

Build a Zap to create Insightly tasks for follow-up after each call.

Getting Started.

You'll be connected in minutes, not days.

Connect your RevSquared account to Zapier and select a call event trigger

Connect your Insightly CRM account as the action app in Zapier

Map RevSquared call data to Insightly fields — leads, contacts, activities, or tasks

Every AI-handled call sends data through your Zap into Insightly automatically

Real-World Use Cases.

Businesses like yours are already using this integration.

Small Business Lead Pipeline

A marketing agency's AI agent handles inbound inquiry calls. Each call creates an Insightly lead with budget, project scope, and timeline details. When the lead converts, it flows into an Insightly project with all the original call context intact.

Relationship Tracking

Every AI-handled call is logged as an Insightly activity on the contact record. Account managers see a full timeline of interactions — call summaries, sentiment, and outcomes — before reaching out for their next conversation.

Project Handoff Automation

When the AI agent qualifies a lead and books a consultation, the Zap creates both an Insightly opportunity and a linked project task. The delivery team gets notified with all the details they need for a smooth handoff from sales.

Frequently Asked Questions.

Everything you need to know about this integration.

How does RevSquared integrate with Insightly CRM?

RevSquared connects to Insightly through Zapier. After each AI-handled call, RevSquared sends call data to Zapier, and your Zap creates leads, contacts, activities, or tasks in Insightly based on the rules you configure.

Can RevSquared create leads and contacts in Insightly?

Yes. You build a Zap that maps RevSquared call data — caller name, phone, email, summary, and outcome — to Insightly lead or contact fields. New records are created automatically after each qualifying call.

Does the Insightly integration support project management features?

Through Zapier, you can create Insightly projects and tasks from call data. This lets you connect your AI phone intake directly to project delivery workflows inside Insightly.

What data does RevSquared send for Insightly integration?

RevSquared sends caller name, phone number, email, call summary, full transcript, sentiment analysis, call outcome, recording URL, and appointment details to Zapier after every AI-handled call.