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.
Also useful: CRM and Zapier integrations.
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?
Related Integrations
Marlie AI connects with more than just Insightly. Here are a few closely related tools, or browse the full integrations catalog.
Ready to connect Marlie AI with Insightly?
Eligible new customers get 14 days free. Add a card at checkout with $0 due today, then place your first real phone test minutes later.
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.
