List of Insightly Integrations
This is a list of platforms and tools that integrate with Insightly. This list is updated as of June 2026.
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Enerflo
Enerflo
Streamline your solar sales process with seamless integration today!Enerflo streamlines the entire process from lead generation to obtaining Permission to Operate (PTO), empowering your solar business to succeed. As a genuine open platform, we invite you to connect your favorite tools, allowing Enerflo to seamlessly consolidate all of them. Trust in our innovative technology, and we will surpass your expectations. Enerflo Sales Core equips your sales team with the most integrated solar sales process available today. By utilizing a single platform with one login, you can enjoy a seamless experience throughout the entire solar customer journey. Bring us your most complex contracting obstacles, and we will provide you with accurate, real-time contract generation, integrated interconnection documents, secure signing capabilities, and much more. Tailored specifically for the solar industry, our solutions outperform any other signing alternatives on the market. Moreover, with Enerflo’s built-in financing options, sales representatives can eliminate the inconveniences of juggling multiple logins for various solar finance platforms. Our strong integrations with top industry lenders guarantee that quoting, applying, approving, and signing processes are all effortlessly coordinated for everyone involved, thereby enhancing the solar sales experience. In addition, our commitment to continuous improvement ensures that your business remains at the forefront of the solar industry. -
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Kindo
Kindo
Transform your work experience with effortless AI integration.Kindo has arrived, ushering in a new era of work that will change the landscape forever. With just a few clicks, users can easily connect to any AI model, integrate it with their existing applications seamlessly, and automate tedious tasks through streamlined workflows. This groundbreaking platform empowers you to focus on the most fulfilling aspects of your role, lifting the weight of monotonous responsibilities off your shoulders. As the pioneering self-service AI platform, Kindo securely connects OpenAI's ChatGPT, Google Bard, Cohere Claude, or any chosen AI model to your organization's data while ensuring privacy is upheld. Boost your efficiency with effortless AI-driven search functionalities, link to over 200 SaaS applications, and create no-code workflows powered by AI without any hassle. By posing questions about your data, you can obtain instant responses, freeing you from the tedious process of combing through endless spreadsheets or wikis—Kindo adeptly integrates AI tools into your existing applications to address your most urgent queries. With Kindo, you're not merely working with greater efficiency; you're fundamentally transforming your entire method of managing tasks and retrieving information. This shift not only enhances productivity but also fosters a more innovative and dynamic work environment. -
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Voiceowl
Voiceowl
Transform customer interactions into seamless, efficient, and valuable experiences.This advanced, AI-powered platform seamlessly integrates across all customer interaction points within your organization, leading to marked improvements in operational efficiency and delivering exceptional value. Leverage Gen AI automation for lead generation to create stronger connections between marketing and sales teams, boost the effectiveness of outbound campaigns, and reduce costs significantly. Enhance your B2B databases through AI automation, which ensures that leads, contacts, and designations are verified with astonishing speed—up to 1000 times quicker and only a click away. Provide your sales team with immediate access to AI-validated leads by optimizing the lead qualification process through Voice AI virtual agents. These sophisticated voice agents adeptly handle IVR systems and gatekeepers to initiate contact with prospective clients, allowing for a smooth transition to a live representative. By utilizing Gen AI voice virtual assistants for routine inquiries, businesses can broaden their customer support reach without incurring extra operational expenses. This innovative strategy not only streamlines resource allocation but dramatically elevates the overall customer experience, making it more efficient and satisfying. As a result, companies can cultivate stronger relationships with their clients while maximizing the effectiveness of their sales efforts. -
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Ema
Ema
Transforming productivity through intuitive AI-driven workflows and collaboration.Meet Ema, a comprehensive AI solution crafted to elevate productivity across all roles within your organization. Her intuitive interface instills confidence and guarantees accuracy in operations. Ema acts as a vital operating system that facilitates the effective use of generative AI at the enterprise scale. By utilizing a distinct generative workflow engine, she transforms intricate tasks into easy-to-manage dialogues. With a firm commitment to reliability and compliance, Ema places a high priority on safeguarding your data. The EmaFusion model smartly combines outputs from top public language models with customized private models, greatly enhancing productivity while ensuring outstanding precision. We foresee a workplace where the burden of routine tasks is minimized, allowing for an increase in creative endeavors, with generative AI playing a pivotal role in achieving this goal. Ema seamlessly connects with countless enterprise applications without the need for further training. Additionally, she skillfully engages with the fundamental aspects of your organization, such as documents, logs, data, code, and policies, guaranteeing a smooth workflow. By harnessing the capabilities of Ema, teams can concentrate on innovation and strategic projects, freeing themselves from the constraints of mundane tasks, and paving the way for unparalleled growth and creativity. Ultimately, Ema serves as a catalyst for a more dynamic and efficient workplace. -
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Exopen
Exopen
Transform financial strategies with data-driven insights and adaptability.Develop a strategic approach to your financial revenue management by connecting various elements, creating the necessary equations, and achieving your targets. Exopen provides CFOs and financial controllers with vital resources to improve financial reporting, optimize budgeting and forecasting, and produce clear, meaningful analyses for stakeholders. With Exopen, you can harness advanced, data-driven functionalities that streamline your budgeting and forecasting processes, allowing for seamless integration with Power BI for in-depth analysis. This integration provides a holistic view and boosts accuracy in your financial plans, leading to significant time savings. You will regularly access high-quality data from your ERP system, enabling faster insights that contribute to more strategic business decisions. Customize your experience by choosing modules that fit your specific needs, allowing a tailored approach to budgeting and forecasting. Our planning tool accommodates various methods, such as account- and driver-based budgeting, rolling forecasts, scenario planning, and what-if analysis, giving you the adaptability required to meet shifting business demands. By leveraging these capabilities, you not only improve your financial decision-making process but also empower your organization to achieve greater successes and overcome challenges effectively. Ultimately, Exopen ensures that your financial strategies are not just effective but also resilient in the face of changing market dynamics. -
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Refold
Refold AI
Effortlessly integrate and innovate with powerful AI solutions.Refold.ai is an advanced AI-powered integration platform designed to tackle the complex challenges of connecting modern enterprise systems and legacy applications like SAP, Oracle Fusion, and Workday Finance. Its AI agents function as tireless digital workers that automate the entire integration lifecycle — from scope definition and workflow creation to intelligent data mapping and automated test case generation. The platform uses an evolving memory graph to predict and resolve API version conflicts, detect brittle endpoints, and auto-fix workflows in real time, enabling scalable and resilient integrations. Refold offers instant support for over 100 enterprise applications through a curated marketplace and provides smooth authentication, XML/ETL pipeline management, and detailed observability with audit logs. Deployment options include cloud, self-hosted, and air-gapped on-premises setups, supporting AWS, GCP, and Azure environments. Refold empowers solution engineers to build demos quickly, professional services teams to deliver integrations efficiently, product teams to embed integrations as core features, and AI teams to develop memory-driven internal agents. The platform is trusted by global clients for accelerating sales cycles and slashing integration costs by more than half. It boasts enterprise-grade security certifications such as SOC 2 Type II, ISO 27001, GDPR, and HIPAA compliance. Refold’s combination of AI-driven automation, real-time adaptation, and comprehensive integration infrastructure makes it a vital tool for modern enterprises. Overall, Refold.ai turns integration bottlenecks into seamless workflows, enabling faster innovation and superior customer experiences. -
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Unifonic
Unifonic
Transform customer engagement with seamless, AI-powered communication solutions.Unifonic is a cutting-edge platform powered by artificial intelligence, aiming to create tailored interactions with customers across various channels. It enables businesses to communicate through numerous methods, including SMS, WhatsApp, Messenger, push notifications, and voice calls, allowing clients to engage through their favored mediums. With more than 100 native integrations with well-known tools like Salesforce, HubSpot, and Shopify, the platform effectively facilitates workflow automation. Moreover, Unifonic's Flow Studio provides pre-built templates for frequently encountered situations, such as abandoned cart alerts, one-time passwords, and chatbot integration, simplifying the setup of automated workflows. This platform enhances marketing strategies and improves operational efficiency through its low-code development features, while also offering 24/7 AI-enhanced customer support. Unifonic reaches a wide audience, achieving an impressive 95% coverage, with over 25 billion messages sent and serving a diverse clientele of more than 5,000 businesses, highlighting its significant industry presence. In addition, its dedication to continuous innovation empowers companies to meet the changing needs of customer engagement effectively. With such a robust framework, Unifonic positions itself as a key player in the landscape of customer interaction solutions. -
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GPTBots.ai
GPTBots
Transform your enterprise with effortless AI automation solutions.GPTBots offers comprehensive AI solutions for enterprises, designed to automate and enhance various business functions such as customer service, lead generation, enterprise search, and data insights. The platform, which requires no coding experience, allows businesses to create and deploy AI agents that handle a wide range of tasks with precision and efficiency. By reducing customer support costs by up to 70%, GPTBots helps businesses scale operations while maintaining high-quality service. The platform’s ability to automate lead generation workflows and sync with CRMs enables businesses to capture and nurture high-value prospects, leading to up to a 300% increase in leads. GPTBots integrates seamlessly with existing systems and supports a variety of popular tools like Slack, WhatsApp, and Zapier. Its data-driven insights help enterprises make informed decisions, streamline processes, and improve team collaboration. Furthermore, its customizable AI agents offer flexible solutions that cater to each business’s unique needs, making it an excellent choice for companies aiming to stay competitive in the AI-driven market. -
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BI Book
BI Book
All the data. One easy-to-use data analytics softwareBI Book serves as a robust business intelligence and reporting solution built on the Microsoft Power BI platform, allowing organizations to consolidate data from multiple sources into a unified environment for streamlined reporting, analysis, planning, budgeting, forecasting, and visualization through intuitive dashboards and timely updates. Featuring a suite of pre-built integrations and templates, it facilitates seamless connections to a variety of data sources, empowering users to effortlessly create, modify, share, and automate Power BI reports within minutes, all while eliminating the necessity for complex data warehouses or advanced technical skills. This software not only centralizes and structures business data for dependable analytics but also promotes automated workflows that greatly reduce the need for manual interventions, equipping users with vital tools for comprehensive analysis and scenario modeling. Additionally, users can securely share reports with role-based access, which enhances teamwork across departments and effectively dismantles data silos, all while adhering to stringent enterprise-grade security and compliance standards. The intuitive interface of BI Book ensures that individuals of all skill levels can harness its powerful capabilities to support data-driven decision-making, ultimately fostering a culture of informed choices within the organization. As organizations continue to navigate an ever-evolving business landscape, the adaptability and efficiency of BI Book will prove invaluable in optimizing their reporting and analytical processes. -
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LetterFriend
LetterFriend
Elevate connections with heartfelt, handwritten outreach solutions.LetterFriend offers a distinctive service for direct mail and handwritten letters, empowering organizations to create personalized, genuinely handwritten messages, envelopes, and cards crafted by talented writers, steering clear of automated systems or mass-produced materials; this approach allows businesses to effectively navigate the digital realm and strengthen customer relationships, drive referrals, and foster overall growth via meaningful physical communication. Users can effortlessly upload their contact lists via CSV files or integrate through various CRM platforms, Zapier, or an API, which streamlines the automation and scaling of their outreach initiatives, whether for sending thank-you notes, prospecting letters, seasonal cards, or any other personalized correspondence that is addressed by hand and sent directly from the organization. With an emphasis on human-centric direct mail, LetterFriend utilizes real writers based in New Jersey to pen each note, leading to significantly higher open and response rates than typical printed materials or email campaigns, while also providing a variety of customizable options like envelopes, sticky notes, signatures, postcards, and more to cater to individual preferences. This service not only differentiates itself through its personal touch but also seeks to cultivate stronger bonds between businesses and their clients by celebrating the art of handwritten communication. Furthermore, the personal nature of these letters can evoke emotional responses, which is often missing in digital interactions, thereby enhancing the overall effectiveness of outreach efforts. -
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Tendro
Tendro
Capture, enrich, and manage leads effortlessly in real-time.Tendro acts as an all-encompassing lead capture solution that helps teams acquire, enrich, and manage event leads in real-time through a single mobile app. Users can easily gather contacts from various face-to-face engagements by leveraging techniques such as scanning event badges, business cards, QR codes, or capturing images of handwritten notes, which are quickly converted into structured, actionable data. The platform improves and verifies contact information by adding relevant details like company names, job titles, and LinkedIn profiles, guaranteeing accuracy before efficiently transferring leads to CRM systems. By solving the limitations posed by traditional event tools, Tendro offers a modern software alternative to outdated hardware badge scanners and laborious manual data entry, making it ideal for trade shows, conferences, networking events, and field operations. Additionally, Tendro operates effectively both in online and offline modes, allowing teams to collect leads even when they are not connected to the internet and automatically sync the information once a connection is restored. This ensures that no potential lead goes unrecorded, making it an essential asset for any team participating in events. With its seamless functionality and user-friendly interface, Tendro transforms the lead management process into a more efficient and reliable experience. -
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Vonage Communications APIs (Nexmo)
Vonage
Transform customer interactions with seamless, innovative communication solutions.Creating impactful customer journeys through engaging dialogues is essential for delivering experiences that resonate with your audience's expectations. Appreciated by developers and tailored for larger enterprises, Vonage Communications APIs (formerly Nexmo) equips emerging startups and agile companies to enhance customer interactions and achieve remarkable business outcomes on a larger scale. Our easy-to-use APIs, extensive global network, and committed support enable you to streamline communication challenges and accelerate innovation effectively. Rethink your approach to voice communication to revolutionize the way customers connect with your brand, making every interaction a crucial opportunity for growth. By advancing security and privacy protocols, we ensure seamless login experiences for your clients. Build modern, high-quality voice applications hosted in the cloud and send or receive SMS messages effortlessly across nearly every country worldwide. Gain access to real-time insights on any phone number globally, and initiate or accept calls using your existing VoIP system, all from the cloud to enhance flexibility and operational efficiency. This comprehensive strategy not only boosts user engagement but also cultivates enduring relationships with your customers, ultimately driving loyalty and success. Moreover, as industries continue to evolve, staying ahead of communication trends will be key to maintaining competitive advantage. -
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Inigo
Inigo
Revolutionize networking with personalized digital cards for everyone!Create a memorable impact on everyone you meet by designing a personalized "contact me" page that you can distribute among your peers. Say goodbye to the costs and hassle of traditional paper business cards by utilizing Inigo to produce unique digital cards for each member of your team. Inigo simplifies the networking process by automatically collecting relevant information about the people you connect with, such as their identities, the context of your meeting, and crucial contact details, making it easier to recall those encounters. Interestingly, only a small fraction—less than 12%—of physical business cards actually make it into a company's CRM, but with Inigo, you can effortlessly consolidate all contacts from your team's interactions into one centralized system. You can manage your digital business cards through the Inigo back office while creating attractive templates that can be swiftly shared with your colleagues' smartphones, ensuring that everyone has access to the most current contact information whenever needed. This forward-thinking strategy not only streamlines the networking experience but also fosters greater collaboration within your organization, thus paving the way for more effective teamwork and communication. By embracing this modern solution, you position your team at the forefront of networking innovation. -
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Proposable
Proposable
Transform proposals into captivating experiences that close deals faster.Revamp your proposal process by removing the monotonous tasks of copy/pasting and searching for replacements across all new client and lead proposals. With just a few clicks, you can revolutionize your workflow, slashing the time required from hours down to just minutes, all while impressing your clients with stunning proposals that distinguish you from others in the market. Enrich your sales presentations by embedding videos and rich media directly into your proposal pages, thus crafting a captivating experience that leaves a memorable impact. Eliminate the stress of tracking payments once your proposal is accepted by enabling proposal payments, which allows you to swiftly collect initial payments through a straightforward client process: review, accept, pay, and you’re good to go! Seamlessly integrate with the tools you already utilize to manage sales data, facilitating a streamlined and effective proposal process. Dynamically create proposals from your CRM opportunities and effortlessly push updates back into your CRM, which not only enhances visibility into your ongoing deals but also improves your overall sales strategy. By adopting this method, you not only save valuable time but also enhance your productivity, significantly boosting your likelihood of successfully closing deals. In the end, this innovative approach fosters a more organized and efficient sales environment, ultimately leading to greater success. -
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TrackVia
TrackVia
Empower your organization with efficient, low-code application solutions.TrackVia®, a prominent platform for low-code workflow management, empowers organizations to develop applications that enhance punctuality and lower expenses. By providing operations leaders with the quickest method to build robust applications, TrackVia ensures that these solutions can be managed by the business side and sanctioned by IT departments. Companies such as Honeywell, DIRECTV, and Stearns Lending utilize TrackVia to transform their operations, streamlining processes from the field to the back office for improved efficiency. This capability allows businesses to adapt swiftly to changing demands while maintaining operational control. -
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Elfsquad
Elfsquad
Revolutionize your sales process with effortless product configuration.Say goodbye to pre-production challenges. Elfsquad is designed specifically for creators, streamlining the sales and production workflows to enable sellers and buyers to effortlessly configure intricate products. With Elfsquad, your sales teams, dealers, and customers can easily navigate complex product configurations. The platform simplifies the understanding of these products for all audiences. This is where Elfsquad stands out: a quote generated through Elfsquad not only ensures a precise configuration but also aligns perfectly with customer needs. Additionally, it seamlessly integrates with various IT applications, as the configuration marks only the start of a comprehensive logistical journey. Elfsquad can connect with any software, including ERP, CAD, CRM, Outlook, Excel, and your local storage solutions. By digitalizing your entire operations, Elfsquad empowers your software to effectively promote your products, which is another significant advantage. Unlike typical software solutions, Elfsquad is crafted by individuals with expertise in sales, rather than IT professionals, recognizing that your top IT specialist may not necessarily excel in sales. This unique approach ensures that the platform meets the real-world demands of sales teams, enhancing their ability to succeed. -
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Coresender
Coresender
Ensure instant delivery of critical emails, enhancing trust.Our service guarantees that your emails arrive at their intended destinations within seconds, removing any delays for customers who depend on timely communications such as password resets and order confirmations. By managing the complexities of email delivery, we enable you to focus on improving customer experience and growing your business. The immediate dispatch of critical transactional emails, whether they are password resets, confirmation links, or order receipts, is of utmost importance, and we place them at the forefront of our operations. To uphold this priority, we have developed a specialized sending infrastructure specifically for transactional purposes. With a dedicated transactional sending account, you can be confident that your essential emails will reach their recipients even when large-scale marketing campaigns are underway. Furthermore, it is crucial to maintain a strong sender reputation for successful email delivery, which should always be a key consideration for your organization. We work alongside you throughout this endeavor to enhance and preserve your sender reputation score, ensuring it remains consistently high. By prioritizing these elements, we assist you in establishing trust with your audience, thereby bolstering your long-term success. In this way, we become an integral partner in your email communication strategy, reinforcing the reliability of your service. -
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Zeeto
Zeeto
Maximize engagement and revenue with our innovative questioning platform.Partners leverage the Zeeto network to monetize their digital assets effectively. By engaging a variety of audiences, they can present their questions and attract new visitors on a daily basis. Our network interacts with a broad array of internet users from different demographic backgrounds. Publisher partners can easily incorporate our questioning technology into their websites. Daily, these sites facilitate responses to over 1.9 million questions from Zeeto, rewarding participants with access to exclusive content, membership sign-ups, and discount vouchers for online purchases, among other benefits. This partnership creates an additional revenue source for partners, allowing them to earn income for each question answered without interfering with their current monetization efforts. Zeeto’s platform enables publishers to oversee their visitor engagement strategies, providing user-friendly tools that ensure interactions are in harmony with their branding, while also allowing them to determine the volume and types of inquiries presented. Thanks to this collaboration, partners can significantly enhance user engagement, leading to increased revenue and a stronger connection with their audience. Ultimately, this innovative approach not only benefits partners financially but also enriches the overall user experience. -
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VICIhost
VICIhost
Secure, reliable call center solutions for optimal performance.VICIhost offers an extensive array of services, which encompass Inbound ACD, outbound predictive dialing, email management, customizable IVRs, skills-based agent routing, voicemail systems, complete call recording, and PBX functionalities, along with various other features. To ensure the highest level of security, we implement robust data encryption protocols that safeguard information from agents' web browsers all the way to the secure backend database housed in our SSAE-16 certified hosting environments. We employ strong encryption techniques that are NIST-approved, guaranteeing the protection of your sensitive data. Furthermore, clients can utilize a secure IVR system designed for the safe collection of confidential information, including credit card numbers. Each customer enjoys the advantage of dedicated physical servers situated within our hosting facilities, as we operate numerous servers tailored specifically for our hosted call center services. Our infrastructure is entirely based on Tier-3 datacenters, which are equipped with multiple internet backbone connections and reliable backup power systems, ensuring the uninterrupted performance of our offerings. As a result, you can have complete confidence that your operations will consistently function smoothly and securely without any interruptions. This commitment to excellence in service and security sets us apart in the industry. -
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Stackreaction
Stackreaction
Empower your project with tools, resources, and community!Are you aiming to launch a marketplace, an e-learning platform, or a site for memberships? Uncover a wide range of resources, tools, integrations, workflows, and detailed guides to help you initiate your venture. You can investigate various applications, find alternatives, assess features, and share your insights. Should you wish to streamline repetitive tasks, gain access to a unified hub for integrations from services like Zapier, Integromat, Automateio, and others, which enables you to weigh pricing and functionalities. Take advantage of valuable resources such as guides and tutorials provided by both the community and service providers. Contribute your knowledge and skills, and embrace the collaborative nature of the nocode community. Create your profile, choose your favorite tools, and display your tech stack to connect with like-minded individuals. Engaging with this energetic community not only encourages innovation but also sparks creativity in your projects, paving the way for new opportunities and partnerships. By sharing experiences and learning from one another, you can enhance your journey in this dynamic space. -
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SSIS Integration Toolkit
KingswaySoft
Streamline data integration effortlessly with user-friendly solutions!Visit our product page to discover more about our data integration software, which encompasses solutions tailored for both Active Directory and SharePoint. Our data integration tools empower developers by leveraging the SSIS ETL engine's incredible flexibility and capabilities, allowing connections to nearly any application or data source. Remarkably, this integration can occur without the need for coding, enabling your development processes to be completed in just minutes. Our solutions stand out as the most adaptable offerings available in the market today. Featuring intuitive user interfaces, our software is not only user-friendly but also designed to maximize your return on investment. With a plethora of features at your disposal, our solution ensures you can achieve optimal performance while maintaining budget efficiency, making it an essential choice for any organization seeking robust data integration. Additionally, our commitment to ongoing support means you'll always have assistance when needed. -
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bvoip
bvoip
Empowering MSPs with innovative, seamless cloud communication solutions.We offer MSPs flexible, reliable, and cutting-edge cloud communication solutions designed to help them grow their operations with accuracy and intent. BVoIP was created as a direct response to the real difficulties and frustrations encountered by genuine MSPs in the field. Having spent 17 years as an MSP ourselves before branching out, we gained critical insights into the industry's ineffective communication methods, which often depended on a chaotic assortment of unreliable products and services. This lack of cohesion frequently led to inflated operational costs and excessive pressure on customer support teams. Acknowledging the demand for simple and scalable communication options, we have developed a revolutionary approach that leverages cloud technology to enhance business communication, eradicate back-office redundancies, and ensure that confusing phrases like "can you hear me now" are eliminated entirely. With our all-inclusive and standardized communications platform, we are now positioned to deliver the vital solutions MSPs have been searching for to excel in an increasingly competitive environment. Our overarching mission is to redefine how MSPs handle communication, enabling them to concentrate on their primary business goals while delivering exceptional service to their clients. By fostering a seamless communication experience, we aim to empower MSPs to reach their fullest potential.