Turn Every Call Into An Insightly Contact And Opportunity
Marlie AI answers your calls, qualifies leads, and creates Contacts, Organizations, and Opportunities in Insightly automatically — your CRM stays current without anyone typing.
Keep Insightly accurate with zero manual data entry
Insightly is built around Contacts, Organizations, and Opportunities — but those records only matter if they reflect what's actually happening on the phones. In most teams, calls are missed, logged late, or not logged at all.
Marlie AI fixes that. Inbound calls are answered, qualified, and pushed straight into Insightly. New callers become Contacts and Organizations, qualified buyers spin up Opportunities, and every call is logged as an activity with a transcript and recording link.
What You Get with Marlie + Insightly
Everything you need to connect your phone calls with Insightly — fully automated, zero manual work.
Auto-Create Contacts & Organizations
Every new caller becomes an Insightly Contact, with their company linked as an Organization when relevant.
Opportunity Creation
Qualified calls create Opportunities in the right pipeline and stage with estimated value pulled from the call.
Activity Logging
Every call is logged as an Insightly activity with summary, transcript, and a deep link to the recording.
Custom Field Mapping
Map call data — service, budget, urgency, source — to any Insightly custom field for clean reporting.
Smart Deduplication
Returning callers update existing Contacts instead of creating duplicates, keeping your Insightly database clean.
Real-Time Sync
Records appear in Insightly within seconds of the call ending — no batch jobs, no nightly imports.
How It Works
Get up and running with Insightly in minutes — no coding required.
Connect Insightly
Authenticate Insightly from the Marlie dashboard using your Insightly API key. Setup takes minutes.
Map Pipelines & Fields
Choose which pipeline new Opportunities land in and map call data to your Insightly custom fields.
Marlie Answers & Qualifies
Inbound calls are answered 24/7. Marlie qualifies the caller and detects whether the call is a sales opportunity.
Insightly Stays Current
New Contacts, Organizations, Opportunities, and activities flow into Insightly in real time so your team always has the latest picture.
Built for Real Scenarios
See how businesses use Marlie + Insightly to capture more leads and streamline operations.
Professional Services Firms
A consulting firm uses Insightly to track prospects but reps forget to log inbound calls.
Marlie creates a Contact for every caller and an Opportunity for qualified prospects, with the full call summary attached — no more lost activity.
Project-Based Businesses
A construction services company juggles Insightly Projects across multiple jobs and gets calls about ongoing work.
Marlie identifies the caller, links the call to the right Organization, and routes project questions to the project manager with full context.
After-Hours Lead Capture
Inbound leads call after-hours and the team can't respond fast enough.
Marlie qualifies the lead, books a callback, and creates the Opportunity in Insightly so the team has a warm lead waiting in the morning.
Frequently Asked Questions
Common questions about the Marlie AI + Insightly integration.
Which Insightly plans work with Marlie?
Can Marlie create Opportunities in a specific pipeline?
Will Marlie create duplicate Contacts in Insightly?
Can Marlie log calls against Insightly Projects?
Are call recordings stored inside Insightly?
Can Marlie populate Insightly custom fields?
Other Integrations
Marlie AI connects with more than just Insightly. Explore our other integrations.
HubSpot
CRM
Housecall Pro
Field Service
Jobber
Field Service CRM
Google Voice
Phone
OpenPhone
Phone Connectivity
Gmail
Outlook
Google Calendar
Calendar
Calendly
Calendar
Slack
Notifications
Microsoft Teams
Notifications
Discord
Notifications
Telegram
Notifications
Notifications
ServiceTitan
CRM & Data
Google Sheets
CRM & Data
Microsoft Excel
CRM & Data
Shopmonkey
CRM & Data
Buildium
CRM & Data
Shopify
CRM & Data
Zapier
Automation
Stripe
Payments
Square
Payments
Square Appointments
Payments
Salesforce
CRM
Pipedrive
CRM
Zoho CRM
CRM
Follow Up Boss
Real Estate CRM
Close
CRM
Dubsado
CRM
Circle
Community
HoneyBook
CRM
Keap
CRM & Automation
kvCore
Real Estate CRM
17hats
Creative Business CRM
AccuLynx
Field Service CRM
Act!
CRM
Actionstep
Legal CRM
Affinity
CRM
AFrame
Creative Business CRM
AgencyZoom
Insurance CRM
AgentLocator
Real Estate CRM
Agile CRM
CRM
Arbox
Fitness & Studio CRM
Assembly
CRM
Attio
CRM
Autotask
Field Service CRM
Axonaut
Business Management
Bark
Lead Generation
Beacon
Credit Repair CRM
Bigin by Zoho CRM
CRM
Bitrix24
CRM
BONZO
CRM
BoomTown
Real Estate CRM
Booqable
Business Management
Brivity
Real Estate CRM
BrokerEngine
Mortgage CRM
Builder Prime
Field Service CRM
Bullhorn
Recruitment CRM
Capsule CRM
CRM
CASEpeer
Legal CRM
CINC
Real Estate CRM
Clientify
CRM
Clio
Legal CRM
Cloze
CRM
Compass
Real Estate CRM
ConnectWise Manage
Field Service CRM
Copper
CRM
Credit Repair Cloud
Credit Repair CRM
Curb Hero
Real Estate CRM
Daylite
CRM
DisputeFox
Credit Repair CRM
Dotloop
Real Estate CRM
DripJobs
Field Service CRM
EZLynx
Insurance CRM
FieldPulse
Field Service CRM
Finmo
Mortgage CRM
folk
CRM
Freshsales Classic
CRM
Freshsales Suite
CRM
Gong
Sales Intelligence
Gymdesk
Fitness & Studio CRM
GymMaster
Fitness & Studio CRM
Holded
Business Management
IDX Leads
Real Estate CRM
iHomefinder
Real Estate CRM
Jackrabbit Class
Fitness & Studio CRM
JobAdder
Recruitment CRM
JobNimbus
Field Service CRM
Keystone Academic Solutions
Education CRM
Kommo
CRM
Keller Williams Command
Real Estate CRM
Lasso CRM
Homebuilder CRM
Lawmatics
Legal CRM
LeadSimple
Lead Generation
LeadSquared
CRM
Leap CRM
Field Service CRM
Less Annoying CRM
CRM
Levitate
Customer Communications
Little Green Light
Community & Nonprofit CRM
Lofty
Real Estate CRM
Luxury Presence
Real Estate CRM
MaidCentral
Field Service CRM
Markate
Field Service CRM
MarketSharp
Field Service CRM
Meet Alfred
Customer Communications
Method CRM
CRM
Microsoft Dynamics 365
CRM
mloflo
Mortgage CRM
MOCO
Business Management
Mojo
Customer Communications
Moxie
Customer Communications
My Music Staff
Creative Business CRM
myRealPage
Real Estate CRM
NationBuilder
Community & Nonprofit CRM
NeonCRM
Community & Nonprofit CRM
NetHunt CRM
CRM
NetSuite
Business Management
noCRM.io
CRM
Nutshell
CRM
Odoo CRM
Business Management
Odoo ERP Self Hosted
Business Management
OfficeRnD
Coworking CRM
OnePageCRM
CRM
OrbisX
Field Service CRM
Outseta
Community & Nonprofit CRM
Pipeline CRM
CRM
PracticePanther
Legal CRM
PropertyRadar
Lead Generation
PushPress
Fitness & Studio CRM
Ramsey Pro Portal
Real Estate CRM
Real Geeks
Real Estate CRM
RealScout
Real Estate CRM
Recruit CRM
Recruitment CRM
Redtail CRM
Wealth Management CRM
RepairShopr
Field Service CRM
REsimpli
Lead Generation
respond.io
Customer Communications
Rex
Real Estate CRM
Salesmate
CRM
ServiceM8
Field Service CRM
Sierra Interactive
Real Estate CRM
Spark Membership
Fitness & Studio CRM
Streak
CRM
Studio Pro
Creative Business CRM
SugarAI
CRM
Superchat
Customer Communications
Syncro
Field Service CRM
Teamleader Focus
Business Management
Thryv
CRM
Time To Pet
Pet Care CRM
Tint Wiz
Field Service CRM
Urable
Auto Detailing CRM
vcita
CRM
Virtuous
Community & Nonprofit CRM
Vitally
CRM
VSCO Workspace
Creative Business CRM
Wealthbox
Wealth Management CRM
WellnessLiving
Fitness & Studio CRM
WhatConverts
Lead Generation
Wise Agent
Real Estate CRM
Wodify Core
Fitness & Studio CRM
Zendesk Sell
CRM
Zillow Tech Connect
Lead Generation
Ready to connect Marlie AI with Insightly?
Start your free trial today. Set up in minutes, no credit card required.
What Our Customers Say
“Marlie has dramatically improved our reservation process, reducing missed calls by 40%.”
“Our takeout orders increased by 25% since implementing Marlie to handle busy call times.”
“Student enrollment is up 30% with Marlie handling after-hours inquiries about our programs.”
“Marlie has become an essential part of our customer service strategy across all our places.”
“The AI voice agents integrate seamlessly with our existing systems, creating a truly omnichannel experience.”
Get set up in minutes
Create your receptionist in 15 minutes and start receiving calls immediately. Try it for 2 weeks risk-free with our money-back guarantee.
