Insightly + Querri
Querri reads Insightly contacts, organizations, opportunities and projects with their pipelines, milestones, tasks, notes, emails and events. Follow a customer from first contact to finished project in one answer.
Querri only reads from Insightly and never changes your records. SOC 2 Type II, HIPAA and ISO 27001:2022 certified, and your data is never used to train a model.
What you can answer
Insightly keeps opportunities and projects as separate records, and measuring the gap between them means exporting both. Querri links each project to its opportunity and tracks the handoff time in a Querri project you can come back to each month.
ProjectsLoss reasons are picked from a list, but teams use them differently and the counts drift. Set a rule in Querri for how reasons group together, and every loss analysis counts them the same way.
Facts & rulesSend Querri a screenshot of the chart you want, from a slide or another tool, and it rebuilds it on your Insightly opportunities. You end up with a dashboard that refreshes with each sync instead of a static picture.
Screenshot to dashboardWhat comes over
Querri copies this data into your Library on a schedule, next to every other system you connect, so one question can draw on all of it.
Each sync reloads the data you picked, daily, weekly or monthly, or whenever you run it by hand.
Querri reads from Insightly and never creates, edits or deletes anything there. Every answer runs on Querri's own copy.
Querri's own sharing and row-level access decide who sees which rows, in chat, dashboards, Claude, ChatGPT and the API.
How to connect
Say "connect Insightly" or pick it from the connector catalog.
Copy the API key from the API section of your User Settings in Insightly and paste it into the secure form with a start date. Records last updated before that date are left out.
Pick the data you want and how often it refreshes, then approve the first load.
The data lands in your Library, ready for chat, dashboards and scheduled reports.
FAQ
Using the API key from the API section of your Insightly User Settings, plus a start date. The Connector Agent collects both in a secure form, and records last updated before that date stay out of the sync.
Contacts, organizations, prospects, opportunities, projects, tasks, emails, notes, events and activity sets, plus pipelines, stages, milestones, categories, lead sources and statuses, loss reasons, users, teams, relationships and knowledge articles.
Runs happen daily, weekly or monthly, or whenever you start one yourself. Each run reloads every record updated since your start date, so choose a date early enough to cover the history you want to analyze.
Yes. Connect QuickBooks or NetSuite as well, and Querri can match Insightly organizations to customers in your accounting system. Then a question like which completed projects are still unbilled draws on both at once.
No. Querri only reads from Insightly. It never creates, edits or deletes records there, and every answer runs on Querri's own copy of the data.
Yes. Querri is SOC 2 Type II, HIPAA and ISO 27001:2022 certified, credentials are stored encrypted, and your data is never used to train a model.
Keep exploring
Connect Insightly, add the rest of your systems, and get answers your whole team can check.
