CRM & Sales
Insightly + Nuromi
Connect Insightly and Nuromi pulls its contacts, organizations, opportunities into live dashboard widgets and plain-English AI insights, alongside every other crm & sales tool and system you run.
What connecting Insightly does
- Insightly's contacts, organizations, opportunities, leads become live widgets on your dashboard, refreshed automatically instead of exported by hand.
- Nuromi reads across crm & sales data from Insightly to surface AI insights, not just charts, so patterns worth attention are flagged before they become problems.
- Built for how General Smb, Professional Services, Construction businesses actually use Insightly, sitting next to whatever else you connect.
- Connects with a key or token you generate inside Insightly. Nuromi never writes back, the connection is read-only.
How to connect
About a minute, and both values sit on the same page.
Open Insightly(opens in a new tab)
Opens the sign-in page in a new tab. Come back here when you have your code.
- 1Sign in to Insightly.
- 2Click the user icon in the top right of the CRM navigation.
- 3Select User Settings.
- 4Scroll to the API section. A key is already there for you, so copy it rather than generating a new one unless you need to.
- 5Copy the API URL on the same page too. It looks like https://api.na1.insightly.com, and the na1 part differs per account, so it cannot be guessed. Send both.