CRM

Insightly

Version 1.0 · Last updated 2026-08-10

Connect Insightly so your Unless AI agent starts every conversation already knowing the opportunity.

This is a premium connector. See the pricing page for more information.

Context

Insightly is a CRM and project management tool for SMBs that manages contacts, organizations, and opportunities.

Connect it and Living Context reads those records straight into every conversation your agent has, across acquisition, retention, expansion, and support - an agent that can see an opportunity has just moved into delivery treats that contact differently than one still being qualified.

Buying, retention, and upsell signals your agent spots on your website and product route into Insightly tagged against the right opportunity, so the project team inherits that context the moment the work starts, instead of beginning from a blank record.

Key benefits

Full context on every conversation: Your agent reads contact, organization, and opportunity data straight from Insightly, so customers don’t repeat themselves between the sales and delivery side.
Signals attached to the right opportunity: Buying, retention, and upsell signals spotted on your website and product route into Insightly tagged against the right opportunity, not into a queue disconnected from the project it belongs to.

How does it work?

Living Context reads Insightly contacts, organizations, and opportunities to ground every conversation your agent has. Signals it spots on your website and product route into Insightly tagged against the right opportunity, for the team taking it into delivery to act on.

Install instructions

Once at the Integrations tab of your Unless dashboard, you can select “Configure” for the Insightly integration. This will open a popup where you can connect your Insightly account and set up the integration.