Features

  • Get contacts with project links
  • Edit contact and company records
  • Add contacts with relationship mapping
  • Remove contacts and merge duplicates
  • Project and opportunity tracking

Use Cases

Warmr + Insightly: Warmr small business CRM automation

Warmr + Insightly: LinkedIn project-based client management

Warmr + Insightly: Social selling and project integration

Warmr + Insightly: Warmr customer relationship tracking

Getting Started

1

Choose Your Platform

Select whether you want to use this connector with n8n or Make

2

Add the Connector

Search for "Insightly" in your automation platform

3

Configure Authentication

Connect your Insightly account using API keys or OAuth

4

Start Automating

Build your first workflow using the available actions and triggers