Wait — do I need a separate “Insightly integration” in RevSquared?

No. RevSquared has one generic Zapier integration. You paste one Catch Hook URL into it and you're done on the RevSquared side. The Insightly part lives entirely inside the Zap you build in Zapier.

Do I need a Zapier account?

Yes. Zapier's free tier covers ~100 tasks/mo.

Can I create projects, not just contacts?

Yes — Insightly's Zapier app exposes contacts, leads, opportunities, and projects. Pick the action you want for each call topic.

What does the webhook payload look like?

Full call JSON: caller name, phone, email, transcript, AI summary, sentiment, outcome, captured custom fields, recording URL.

Can I customize what data goes where?

Yes — inside Zapier you map any field from the webhook payload to any Insightly field with point-and-click.

Home›Integrations›Insightly

Connected via Zapier

RevSquared + Insightly. Calls become projects.

Every call your AI agent takes flows into Insightly with the full context: caller info, what they asked about, how they sounded, and what happened. Catch it in Zapier and route it however you want.

Start free trial See how it works

Webhook-based
Works with any Zapier flow
Full call payload
Setup in ~5 minutes

Connected via

Insightly

Webhooks by Zapier
Catch any HTTP webhook
Full JSON payload per call
Fires within seconds of call end

Common workflows

Build the Zaps your CRM needs.

One webhook out of RevSquared, then any number of Zaps that route it into Insightly.

New inbound call

Insightly contact + lead

Caller info creates a contact and a related lead with source set to “AI receptionist”.

Quoted opportunity

Open opportunity

Calls with a quoted price open an Insightly opportunity in the right pipeline stage.

Booked project intake

Create project

Project intake calls spin up an Insightly project with scope notes from the AI summary.

Call ended

Add note to record

Drop the AI summary as a note on the contact, opp, or project for full context.

How to connect

One webhook. Any Zap you want.

Connect Zapier once in RevSquared. From then on every call posts a full JSON payload.

01
Start a Zap with Catch Hook
In Zapier, create a new Zap. Pick “Webhooks by Zapier” → “Catch Hook”. Copy the URL.
02
Paste it into RevSquared once
Open the Zapier integration in your RevSquared dashboard and paste the URL.
03
Fire a test call
Make a test call. Zapier receives the JSON and shows you the structure to map.
04
Add Insightly as the action
Add Insightly as the next step. Pick an action (Create Contact, Create Opportunity, Create Project). Map the fields and turn it on.

What you get

What you can build.

Auto-create contacts

Build a Zap that creates Insightly contacts from every AI-handled call.

Open opportunities

Spin up opps when callers ask for quotes or qualify as in-market.

Create projects

Convert intake calls directly into Insightly projects with scope captured.

Log notes

Push the AI summary as a note on the matching contact or opportunity.

Tag by source

Tag every record with call source and topic so reporting stays clean.

Sync custom fields

Map any captured field into Insightly custom fields per record type.

Why teams pick RevSquared for Insightly

The honest way to wire RevSquared into your CRM.

1 hookup

Connect once

RevSquared has one Zapier integration. Paste one Catch Hook URL and every call posts to it forever.

Many Zaps

Route however

From that webhook, create a contact, open an opp, kick off a project, drop a note — same payload, different Insightly actions.

Real-time

Not batched

The webhook fires seconds after the call ends. Your Insightly pipeline reflects today's calls today.

Common questions

Everything else you'd want to know.

No. RevSquared has one generic Zapier integration. You paste one Catch Hook URL into it and you're done on the RevSquared side. The Insightly part lives entirely inside the Zap you build in Zapier.