Can Claude connect to Insightly?
Yes. Insightly doesn't have an official Claude connector yet, but Helm connects it for you, securely and with only the access you approve.
What is Insightly?
Insightly is a CRM for small and mid-sized businesses that combines contacts, organisations, leads, opportunities and project management, including quotes and price books.
Visit InsightlyWhat Claude can do with Insightly
Read or update, depending on your setup
- Prepare an account brief covering contacts, organisation and opportunities
- List leads with open opportunities for follow-up
- Review project status and overdue work after a sale
- Check quotes and products against price books
- Summarise the pipeline by stage and owner
Who uses it
Account managers
Get a full picture of a client, from the sale through to delivery projects.
Project coordinators
See which customer projects are overdue and what's needed next.
What your team can ask Claude
“Give me a brief on this prospect, including contacts, organisation details and current opportunity.”
“Which leads have an open opportunity and haven't been contacted this week?”
“Review our open projects and list any that are overdue.”
“Check our recent quotes and flag any where GST looks wrong.”
“Summarise our pipeline by stage and owner.”
How it connects
There's no official Claude connector for Insightly yet. Helm connects it using the method that suits your setup, whether that's a secure custom connector we build and host, or an AI agent that works inside Insightly with your team's approval. We'll recommend the right one on a 30-minute call.
Looking after your Insightly data
Insightly holds client contacts plus commercially sensitive quotes and pricing, so Helm keeps Claude to the records your team uses and makes changes only when someone asks.
- Only the access you approve.
- Everything stays in your own accounts.
- On Claude's business plans, your data isn't used to train AI models.
Want to learn how to connect Insightly?
Book a 30-minute intro call and we'll show you how Claude can work with Insightly in your business.
Questions about Claude and Insightly
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