Insightly CRM

Update Insightly with meeting notes, tasks, and contact activity.

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Connect Insightly to Quin to automatically update contact records, log meeting notes, create tasks, and manage leads and opportunities — without ever leaving your workflow.

What you can do:

  • Log meeting notes directly to contact and organization records
  • Create and update leads and opportunities from conversation
  • Sync follow-up tasks to Insightly automatically
  • Ask Quin questions about contacts and get answers from your CRM
  • Keep your pipeline current without manual data entry

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Update Insightly with meeting notes, tasks, and contact activity.

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Keep your Dex contacts, meetings, and follow-ups in sync automatically.