Get More Done with Zenzap’s Insightly AI Agent

Zenzap’s Insightly AI agent works across your workflows and alongside your team, all through a familiar chat interface.

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How Zenzap AI Agents Work

Connected

Insightly

Insightly agent

Talk to Insightly Like You Talk to Your Team

Tell your agent what you need in a message or voice note. It can work in Insightly for you, finding information, taking action, and keeping track of tasks.

Dana Reyes

Works for me. Let’s lock that in.

You

Hey @Insightly agent, follow up on our discussion and make the updates.

Insightly agent

Done. It’s all in Insightly.

Automate Workflows with Insightly

Build workflows around how you actually work, then let your agent handle updates, follow-ups, and recurring work in Insightly.

Your agent, your control

Choose what your agent can access and how it can act in Insightly. Require approval before actions, keep access read-only, or allow approved work to run automatically.

What Can Zenzap’s Insightly AI Agent Do?

Find customer records

Search Insightly for supported contacts, companies, opportunities, and recent customer activity.

Create CRM records from chat

Create supported contacts, opportunities, notes, and follow-up tasks in Insightly from a conversation.

Update accounts and opportunities

Change supported stages, owners, values, and record fields in Insightly as decisions are made.

Keep follow-ups moving

Check Insightly for stalled opportunities and create or update the next follow-up.

Summarize account activity

Bring recent interactions, open items, and customer context from Insightly back into the chat.

Report on the pipeline

Analyze supported pipeline data in Insightly and flag risks, gaps, or changes that need attention.

Security & Compliance

Zenzap’s AI agents are SOC 2, GDPR, and ISO 27001 certified, with full HIPAA compliance and signed BAA for healthcare teams. Your data is never used to train AI models.

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About Insightly

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.