SalesPartner
+ Insightly
Every conversation logged. Every appointment synced. Every task created. Your Insightly stays current without lifting a finger.
Insightly
Popular CRM for growing businesses
A unified CRM platform combining sales, marketing, and project management. Trusted by over 1.5 million users worldwide.
Your CRM. Always Current.
SalesPartner handles the conversations. Insightly keeps the records. Every text, every call, every appointment—automatically logged to the right Contact or Lead. Your team sees the full picture without data entry.
Instant Sync
Activities appear in Insightly within seconds of happening.
Complete History
Every message, every response—the full conversation thread.
Team Visibility
Sales reps see all interactions before their calls.
Enterprise Ready
HTTP Basic auth. Data encryption. Secure API access.
What Gets Synced
Every meaningful interaction flows into Insightly automatically. No copy-paste. No forgotten updates.
Messages
Message Sent
Outbound SMS/chat logged with full content
Message Received
Inbound messages from leads captured
Message Delivered
Delivery confirmation recorded
Message Failed
Failed sends logged with error details
Appointments
Appointment Scheduled
New bookings create calendar events
Appointment Rescheduled
Time changes sync to existing event
Appointment Cancelled
Cancellations logged with reason
Appointment Completed
Completion status updated
Lead Status
Status Changed
Pipeline stage updates automatically
Qualification Complete
Lead scores sync to custom fields
How It Works
Connect Your Insightly
Simple API key setup
Generate an API key in Insightly settings and paste it into SalesPartner. HTTP Basic authentication keeps things secure and simple.
Map Your Contacts
Link leads to Insightly records
New leads get matched to existing Insightly Contacts/Leads by phone or email. No duplicates. Clean data from day one.
Conversations Happen
SalesPartner handles the dialogue
Leads text, chat, or call. SalesPartner responds instantly, qualifies them, and books appointments. All while logging everything.
Insightly Updates
Activities appear in real-time
Every interaction creates a Note, Task, or Event on the Contact/Lead record. Full content, timestamps, and outcomes. Zero delay.
Team Takes Over
Reps have full context
Before every call, your team sees the entire conversation history. What the lead asked. What they care about. What was promised.
Why Connect SalesPartner to Insightly
Complete Audit Trail
Every conversation is documented. Compliance teams love it. Sales managers trust it. Nothing falls through the cracks.
Prepared Sales Calls
Reps know what the lead asked, what they care about, and what responses they got—before picking up the phone.
Accurate Reporting
Response times, conversion rates, channel performance—all in your existing Insightly reports and dashboards.
No Double Entry
Stop copying conversation notes into Insightly. Stop updating statuses manually. It just happens.
Workflow Automation
Use Insightly workflows to trigger actions based on SalesPartner activities. Send alerts, update records, notify teams.
Manager Visibility
See team activity across all channels in one place. Who responded fastest. Which conversations converted.
Built For Teams Like Yours
Home Services
Scenario:
Lead texts at 9pm asking about HVAC repair
Result:
SalesPartner qualifies them, books appointment for morning. Full conversation in Insightly before tech arrives.
Real Estate
Scenario:
Buyer inquires about listing via web chat
Result:
Budget, timeline, must-haves all captured. Agent sees complete profile before showing.
Healthcare
Scenario:
Patient asks about appointment availability
Result:
Scheduling handled automatically. HIPAA-compliant notes logged to patient record.
Technical Specifications
API Version
Insightly REST API v3.1
Authentication
HTTP Basic (API Key)
Sync Direction
One-way (SalesPartner → Insightly)
Sync Frequency
Real-time (< 5 seconds)
Supported Editions
Free, Plus, Professional, Enterprise
Data Encryption
TLS 1.3 in transit, AES-256 at rest
API Endpoints Used
/v3.1/NotesLog message activities/v3.1/TasksCreate follow-up tasks/v3.1/EventsCreate appointments