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CRM

Insightly AI Integration

Connect Insightly to BeforeQuery for grounded AI answers and agent actions across CRM.

Connect Insightly
What is it?

About Insightly

Insightly is one of the CRM platforms BeforeQuery connects to. Once linked, the platform's data becomes a first-class source for grounded AI answers and a target for policy-gated agent actions — the same identity, approval, and audit-log guarantees every other integration ships with.

Setup

How to connect Insightly

  1. Step 01

    In the BeforeQuery dashboard, go to Integrations → CRM and select Insightly.

  2. Step 02

    Sign in to Insightly with an account that has permissions to grant BeforeQuery the CRM scopes required.

  3. Step 03

    Confirm the connection. Insightly is now available as a source and action target for every playbook in your workspace.

Explore

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How BeforeQuery uses Insightly

What the agent does with your Insightly connection

  • 01

    Read accounts, contacts, opportunities, and activity history from Insightly into the Context Graph.

  • 02

    Answer sales questions grounded in Insightly data ("what's the status on Acme?", "who's the DM at Beta?").

  • 03

    Draft outreach, follow-ups, and internal updates using Insightly activity as context.

  • 04

    Update Insightly records from playbooks — log calls, advance stages, create tasks — with approver check-in where needed.

Use cases

What teams actually do with the Insightly integration

Real-time deal-status Q&A

Sales leader asks "how's the Acme deal?" in Slack → BeforeQuery pulls the Insightly opp, recent activity, next steps, and stage momentum. Answer in seconds; no Insightly tab open.

Meeting-prep briefings

Before every customer meeting, BeforeQuery drafts a prep brief: account history from Insightly, recent activity, open opps, product usage, and open support tickets. Delivered to the AE 30 min before the call.

Auto-log activity from calls + emails

Zoom transcripts + email threads get summarized and logged as Insightly activities on the correct opp — with next-steps and sentiment flags. AE reviews the log, doesn't type it.

Answer questions grounded in Insightly

Employees and customers ask Insightly-related questions in Slack, Teams, or the widget — BeforeQuery answers with the exact Insightly record shown alongside the response. No context switching, no "log into CRM to check" round-trips.

Insightly — Frequently Asked Questions

Common questions about connecting BeforeQuery to Insightly.

Yes, gated by your approval matrix. Small stage moves (Discovery → Qualified) can be autopilot on evidence; large moves (Proposal → Closed Won) always require the AE's confirmation with a reason logged.
Standard OAuth 2.0 where Insightly supports it, otherwise API-key or bearer-token auth. Credentials are stored encrypted at rest (AES-256-GCM) per workspace, never shared across customers, and rotated on request. The connection is scoped to the least-privilege set of scopes each playbook needs — you approve the scope list on install.
No. Your Insightly data feeds only your workspace's own agents and answers. Nothing is used to train a shared model, and nothing crosses workspace boundaries. Bring-your-own-model is available on Enterprise if you want to pin inference to your own OpenAI / Anthropic / self-hosted deployment.
Yes. Every Insightly integration is scoped at install time — you pick which resources, users, or record types are visible. You can further restrict per-playbook: a single playbook only touches the specific Insightly objects it needs. Scope changes take effect on the next sync.
Every write is logged with the acting user, the playbook that fired it, the exact operation, the target entity IDs, and the timestamp — all in the immutable audit log. Writes are rehearsable in simulation mode against a copy of live data before they touch Insightly for real.

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