Insightly CRM
Update Insightly with meeting notes, tasks, and contact activity.
Connect Insightly to Quin and every call updates the record that matters: notes logged to the right contact and opportunity, tasks created for what was promised, and stages moved to match what happened on the call.
What you can do with Insightly and Quin
- Log call notes to the right Contact and Opportunity.
Quin matches the contact by name and email, checks whether they have an open Opportunity, and logs the note on both. - Move Opportunity stages based on what was said.
When a prospect signals they're ready to move forward or have gone with someone else, Quin updates the stage and adds a note explaining what was said. - Turn commitments into tasks tied to the right record.
A promise like "I'll send that by Friday" becomes a task with that due date, linked to the relevant Contact or Opportunity. - Catch Organization-level context.
A note from a call with one employee at a company can connect back to that company's Organization record. - Mark deals won or lost the same day.
A closed deal or a prospect who's gone quiet gets an explicit update instead of aging in place at an old stage. - Avoid duplicate records.
Quin checks for an existing Contact or Lead before creating a new one, so a prospect's history doesn't split across two profiles.
Who this helps most
- Sales teams building a forecast off the board, where stale stages make it hard to tell real progress from data nobody updated.
- Financial advisors tracking compliance-sensitive commitments, since a missed detail on an account can mean a real gap, not just an inconvenience.
- Anyone managing contacts that exist as both a Lead and a Contact, where matching against the right record matters more than creating a new one.
How this shows up day to day
- A prospect says "we talked it over, send the agreement."
Quin moves the Opportunity to the next stage and logs the note with the date and what was said, so the board reflects it before the next check-in. - A call ends with three action items.
Each becomes its own task on the right record with a due date, instead of one vague note that says "follow up." - A small business owner mentions a vendor decision mid-call.
Quin logs the note on the Contact record, adds it to the open Opportunity, and flags the target date so it's visible the next time anyone opens that record.
Frequently asked questions
What happens when I connect Insightly?
Quin starts logging call notes, creating tasks, and updating Opportunity stages in Insightly based on what's discussed on your calls.
What if a prospect exists as both a Lead and a Contact?
Quin matches against name, email, and company details to find the closest existing record instead of creating a duplicate.
Can I control which fields Quin updates directly?
Yes. Some teams have Quin log straight to the record, while others prefer a person confirms certain updates first.
Is my Insightly data kept private and secure?
Yes. Quin is SOC 2 Type II certified and encrypts data in transit and at rest, the same standard applied across every integration, not just Insightly.
Does Quin replace Insightly?
No. Insightly stays the system of record for contacts and opportunities. Quin keeps it current from your conversations, but Insightly remains the source of truth.
