Your Insightly leads and opportunities, read live beside your marketing.
Paste your Insightly API key and pod once. New Insightly leads arrive on the Leads tab with their lead source, and your opportunities fill the Jobs tab with stage, value and won or lost. The connection only reads; your pipeline stays yours to run.
What will I see from Insightly?
Two things. On the Leads tab, the leads created in Insightly in the window, newest first: the name, phone or mobile, email, organization or title, city, the lead description and the lead source Insightly holds for them, shown as Insightly plus that source. On the Jobs tab, your opportunities: the name, the pipeline and stage by their names in Insightly, the value, whether it is open, won or lost, and the source field on the opportunity.
Ask TruLata and your morning briefing read the same records. Test records are left out before anything is counted.
Insightly, two tabs
Leads
- New leads, newest first
- Name, phone, email, organization, city
- Their lead source
Jobs
- Opportunities by pipeline and stage
- Value, or bid amount
- Open, won or lost
How do I connect Insightly?
Paste two things on the Insightly card on the Integrations tab: your API key, from your picture at the top right in Insightly, User Settings, API, and your API pod, the part after api. in the API URL on the same page, like na1. The account owner or an admin makes the connection.
TruLata checks the key against your pod with one harmless read before it is saved, and a key that fails is never stored. What is stored is encrypted and never sent back to a browser, yours included. The card then shows Connected, with your Insightly instance's name and the date it was last checked. On a managed account our team connects Insightly during setup with access you grant.
- Copy the API keyYour picture, User Settings, API
- Note the podThe part after api. in the API URL, like na1
- Paste both on IntegrationsThe owner or an admin
- Checked firstOne harmless read; a key that fails is never stored
How do my opportunities show up?
As four tiles and a list on the Jobs tab. The tiles are open jobs with their open value, booked value from opportunities won in the last 12 months, opportunities won this month, and your win rate, won against lost over the last 12 months. Under them, a count per stage and every opportunity, filtered by pipeline, by outcome or by a search.
The outcome is Insightly's own state on the opportunity: open reads open, won reads won, and lost or abandoned reads lost. A suspended opportunity is parked, neither open nor decided, so it is left out. The value is the opportunity value, or the bid amount where no value is set. The tab reads Insightly live each time it opens, and a read that fails says Could not read, never zero.
Insightly state, read as
- OpenOpen
- WonWon
- Lost or abandonedLost
- SuspendedLeft out: parked
A suspended opportunity is parked, neither open nor decided, so it is left out.
How fresh is what I see?
Live. Your CRM is a live source: the Leads tab reads the last 90 days from Insightly when it opens, and the Jobs tab reads your opportunities on every open, holding them for at most 90 seconds so a double click does not read twice. Press Refresh and a fresh read runs.
Other sources on the same screen run on their own clocks. Google Ads and GA4 intraday figures lag by hours, and Search Console runs two to three days behind; the header stamp says how old the page's data is. See the ceiling for every source.
How fresh the Insightly read is
- Leads, last 90 daysRead live from Insightly
- JobsRead live, held 90 seconds at most
- A fresh readThe page reloads when the stamp moves
- Their own clocksGoogle Ads and GA4 hours, Search Console 2 to 3 days
Can TruLata change anything in Insightly?
The connection is read only. Every call TruLata makes to Insightly is a read, and a lead, an opportunity, a stage or a pipeline is changed in Insightly itself, by you. The Jobs tab reflects your stages; it does not move them.
Disconnect on the Integrations card removes the saved key whenever you choose. We never ask for your Insightly password. See what we read and where it lives.
Changed in Insightly itself, by you
- Leads and opportunities
- Stages and pipelines
Read by TruLata
- Every call is a read
- Disconnect removes the saved connection
- We never ask for your Insightly password
What the Insightly connection reads.
| What | Where it comes from | How fresh |
|---|---|---|
| New leads | Created in the window, newest first: name, phone, email, organization, city, description | Live, on the Leads tab |
| Lead source | The lead source Insightly holds for each lead | Live |
| Opportunities | Name, pipeline and stage by name, value or bid amount | Live, on the Jobs tab |
| Outcome | Insightly's state: open, won, lost or abandoned; suspended left out | Live |
| Source on an opportunity | The opportunity's source field, as written | Live |
| Direction | Read only, Insightly to the screen | Live |
Paste an Insightly API key and its pod and new leads land on Leads while opportunities fill Jobs, each read from your own account and each changed only in Insightly.
Questions, answered.
Does TruLata integrate with Insightly?
Yes. Paste your Insightly API key and pod on the Integrations tab and new leads arrive on Leads with their lead source, while opportunities fill the Jobs tab with stage, value and won or lost.
What is the Insightly pod?
The part after api. in your Insightly API URL, like na1. It sits under User Settings, API, on the same page as the key.
Can TruLata change my Insightly records?
The connection is read only. Leads, opportunities and stages are changed in Insightly itself, and the screen shows them on the next read.
How are won and lost decided?
From Insightly's own state on each opportunity: won reads won, lost or abandoned reads lost, and a suspended opportunity is left out because it is parked.
How fresh are the Insightly numbers?
Live. Leads and Jobs read Insightly when they open, and a read that fails says Could not read instead of showing zero.
Which tier includes the Insightly connection?
Your dashboard carries the views its connected sources feed, and Leads and Jobs fill once Insightly is connected on your account. The pricing page lists what each tier includes.
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