Insightly Tools

Obtain a list of opportunity categories defined in your Insightly CRM for clear organization and sorting of sales deals. Use it to assign or analyze c...

List all knowledge articles to streamline access to important information or training materials. Ideal for maintaining current knowledge resources or ...

Retrieve a list of events to efficiently organize and manage your business calendar. This is beneficial when coordinating meetings or project mileston...

Access a list of sales opportunities stored in your CRM system to manage potential business deals efficiently. Use this tool to prioritize sales effor...

Fetch all sales and project pipelines to analyze and manage workflow processes within your CRM. Use this when setting up new processes or reviewing cu...

Retrieve a list of lead sources to track and analyze the origins of your business leads. Use this for identifying effective marketing channels. It pro...

Obtain a comprehensive list of relationships between contacts and organizations in your CRM. Use this tool when analyzing or managing organizational c...

List all users in your Insightly account, helping administrators manage access and user roles. Use it to ensure all user accounts are active and up-to...

Access a list of all teams within your organization as recorded in Insightly. Use this to manage team structures or allocate resources efficiently. It...

Obtain a list of currencies available for transacting business across different regions. Use this when setting up financial records or integrating wit...

Retrieve data on team members from your Insightly database. This is useful for HR or project leads wanting an overview of team composition. It provide...

Retrieve a list of milestones from your project pipelines to track important deadlines and project progress. Ideal for project managers needing to ove...

Retrieve a list of project categories from your Insightly account to organize projects by type or priority. This tool is useful for project managers l...

Retrieve a list of lead statuses from your Insightly CRM to understand the different stages of your leads' lifecycle. Use this tool when you need to a...

Access a list of emails to track client communication history or manage your contact outreach. Employ this when you need a detailed view of communicat...

List all organizations in your Insightly CRM to manage business partnerships and client relationships effectively. Perfect for keeping track of client...

Acquire a comprehensive list of countries for use in global business operations or client location management. This is useful for creating forms or re...

Fetch a collection of tasks from your CRM to track or modify task-related activities. It is particularly useful for project managers needing to overse...

Get a list of stages in your CRM's various pipelines to track the progress of sales or project workflows. Useful for managers tracking task progressio...

List all task categories configured in your Insightly account to help organize tasks effectively. Use it to ensure tasks are consistently categorized ...

Retrieve a list of reasons why sales opportunities are in their current state, helping to analyze sales outcomes in your CRM. Use this for understandi...

Retrieve a list of activity sets used for managing recurring tasks or events in projects. Use this when you need to streamline repetitive project acti...

Retrieve a list of projects from your Insightly CRM. Use this when you want to monitor or manage ongoing projects and their progress. It returns proje...

Acquire a list of folders for organizing knowledge articles, enhancing your data management strategy. This is ideal when structuring how articles are ...

Access a list of prospects stored in your Insightly system. Ideal for sales and marketing teams looking to follow up with potential clients. The endpo...

Fetch a list of contacts from your database to manage client relationships effectively. Ideal for gaining a comprehensive view of client data or updat...

Fetch a list of knowledge article categories to categorize and manage your institutional knowledge effectively. Use this for organizing resources or t...

Fetch a comprehensive list of notes linked to various records in your CRM account to keep track of communications and information. Use it to review pa...