Unified CRM and Project Management

The GoZupees Insightly integration brings conversational AI to the platform that uniquely combines CRM and project management. When deals close, Insightly's project delivery capabilities ensure seamless handoff—and AI agents can participate throughout the entire customer lifecycle.

Lead to Project Continuity

Insightly's unique strength is connecting sales wins to project delivery. AI agents capture leads, progress opportunities, and when deals close, help transition customer context to project teams. The continuous customer journey eliminates handoff friction.

Relationship Linking

Insightly's relationship linking feature lets AI agents understand connections between contacts, organizations, and opportunities. This relationship intelligence enables personalized conversations based on organizational context and stakeholder relationships.

Workflow Automation

Insightly's workflow automation triggers based on AI agent activities. When leads are qualified or deals progress, automated sequences handle follow-up emails, task assignments, and record updates without manual intervention.

AppConnect Integration

Insightly AppConnect enables low-code integrations with thousands of business applications. AI agent activities can trigger updates across your technology stack, from accounting systems to marketing automation platforms.

Custom Objects

Beyond standard CRM entities, Insightly's custom objects let you track industry-specific data. AI agents can update custom objects during conversations, capturing specialized information that matters to your business.

Scalable Architecture

Insightly's architecture scales from small teams to enterprise deployments. Role-based permissions, team management, and administrative controls ensure AI automation meets governance requirements as organizations grow.

What This Integration Enables

Capture and qualify leads
Update opportunity stages
Link relationship connections
Trigger workflow automations
Convert deals to projects
Update custom objects
Log activities and outcomes

Use Cases

Lead to Project

Convert sales leads to delivery projects

Relationship Linking

Track contact and organization relationships

Opportunity Tracking

Manage sales opportunities through stages

Workflow Automation

Trigger automated workflows from calls

AppConnect Integration

Connect with 500+ business applications

Custom Objects

Update industry-specific custom objects

Project Handoff

Seamless handoff from sales to delivery

Activity Logging

Automatically log all call activities

Data Synced with Insightly

Object	Fields Written
Leads	name, email, phone, company, status
Contacts	name, email, phone, organization, relationships
Opportunities	name, value, stage, close_date, pipeline
Projects	name, status, stage, owner, milestones