DewX Insightly CRM Integration
Connect Insightly to Dewx. Sync contacts, opportunities, and projects. Relationship-linking CRM meets your unified command center.
Insightly CRM,
Unified in Dewx.
Connect Insightly to Dewx and sync contacts, opportunities, and projects. Relationship-linking CRM meets your command center.
Sync Type: Bidirectional
Every 10 minutes via API
Data that syncs:
Quick Setup
Connect Insightly
Click "Add Integration" and enter your Insightly API key.
Select Data
Choose which Insightly objects to sync: contacts, opportunities, projects.
Map Fields
Map Insightly fields to Dewx fields with auto-mapping for standard fields.
Sound Familiar?
Insightly CRM is great at what it does, but managing it alongside everything else creates friction.
Insightly data isolated from your communication channels
Opportunity updates disconnected from customer conversations
Project delivery tracking separate from client communications
Everything You Need for Insightly CRM
Deep integration that keeps Insightly CRM and your command center in perfect sync.
Contact Sync
Bidirectional sync of contacts, organizations, and relationship links.
Opportunity Pipeline
Insightly opportunity stages mirrored in Dewx GTM Hub pipelines.
Project Sync
Insightly project data synced to Dewx CX Hub for delivery tracking.
Relationship Linking
Insightly relationship links between records preserved in Dewx.
Email Tracking
Email activity from both platforms unified in contact timelines.
Unified Reports
Insightly data in Dewx dashboards for cross-platform analytics.
Insightly Data,
Right in GTM Hub
See Insightly opportunities and contacts alongside all your Dewx communications.
- Opportunity stages synced automatically
- Relationship links preserved
- Project data in CX Hub
- Unified contact timelines
Metro Solutions
Proposal$34,000 - 2 linked contacts
Peak Performance
Won$21,000 - Project started
Synced from Insightly CRM moments ago
Popular Use Cases
See how businesses use the Insightly CRM integration with Dewx.
Relationship-Based Sales
Use Insightly relationship links in Dewx to identify warm introductions.
Project Delivery
Insightly projects sync to CX Hub so delivery teams have full client context.
Small Business CRM
Insightly for CRM data, Dewx for communication and automation across channels.
Insightly CRM across Dewx
Insightly CRM data powers multiple hubs inside Dewx -- not just one workflow.
Insightly CRM Integration FAQ
Does Dewx sync Insightly projects?
Yes. Insightly projects sync to Dewx CX Hub for delivery milestone tracking alongside client communications.
Are Insightly relationship links preserved?
Yes. Relationship links between contacts, organizations, and opportunities are preserved in Dewx.
Which Insightly plans work with Dewx?
Dewx integrates with Insightly Plus, Professional, and Enterprise plans. API access is required.
Can I sync Insightly custom fields?
Yes. Custom fields from contacts, opportunities, and projects can be mapped during setup.
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Let Dew Handle Your Insightly CRM
"Hey Dew, find Insightly opportunities in the proposal stage and check for recent communications."
That's all it takes. Dew handles the rest.