Insightly Integration
Live

Insightly CRM
on a live graph.

Native Insightly connector with integration-insightly graph module — contacts, opportunities, and projects traverse live via REST alongside email, Slack, and docs for cited CRM context.

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Federation path

Insightly joins
your full stack.

Insightly
Gyri graph
CRM · comms · docs
What connects

Insightly data
in your graph.

Data

Contacts

Data

Opportunities

Data

Projects

Data

Live keyword search

Auto-provisions graph module: integration-insightly — live API types install when you connect credentials.

The problem

Insightly alone
is not enough.

01

CRM siloed from comms

Insightly holds pipeline and projects — but scope and pricing decisions happen in Gmail and Slack, invisible to opportunity records.

02

Projects disconnected from deals

Delivery projects live in Insightly while renewal risk signals sit in support tickets and email — no multihop join without exports.

03

No cited agent context

Insightly views cannot answer cross-stack questions with claim-level links to the exact email or Slack message.

With Gyri

Federated, cited,
agent-ready.

Live graph module

CRM entities on the graph

integration-insightly installs insightly_*_live remote types — agents query live Insightly REST data with keyword search delegates.

Cross-source joins

Opportunity → email → Slack

Multihop queries link Insightly opportunities to Gmail threads, Slack pricing threads, and Notion playbooks.

Project context

Delivery + revenue together

Join Insightly projects to CRM opportunities and support themes for cited handoff and renewal briefs.

MCP agents

Agents read Insightly

Claude and Cursor traverse the same cited Insightly graph as RevOps and CS teams.

Use cases

Built for
GTM operators.

Renewal prep

Join Insightly opportunity stage with email commitments and Slack escalation threads — cited executive brief.

Project handoff

Link won opportunities to active Insightly projects and federated doc deliverables.

Pipeline risk

Surface stale opportunities with silent email and rising support ticket themes.

Works with

Federate alongside
native connectors.

HubSpot
Slack
Notion
Pipedrive
Setup

Connect in
minutes.

API key and pod region (e.g. na1) in Settings → Integrations.

1. Start a free trial at app.gyri.io · 2. Open Settings → Integrations · 3. Run your first federated query with cited answers.

Connect Insightly Setup guide

Connect Insightly to Gyri.

Free trial — API key + pod, auto graph module, cited federated answers.

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