Insightly - Replify Integration

What is Replify?

Replify is the AI Voice & Chat Layer for modern businesses. While Insightly organizes your relationships and projects, Replify handles the actual communication. It acts as an always-on sales assistant that qualifies inbound leads via phone/text and executes outbound follow-up campaigns, syncing all data back to your CRM in real-time.

A Unified Flow for Sales and Projects

Insightly is unique because it blends CRM with Project Management. The Replify + Insightly integration respects this dual workflow. By automating the initial contact and qualification, Replify ensures that your team only spends time on valid opportunities that are ready to become projects.

Ready to learn more about this integration? Schedule a demo or visit our integration docs.

• Automated Lead Entry: When a new prospect calls your AI Receptionist, Replify creates a new Lead or Contact in Insightly instantly, populating fields like Name, Phone, and "Source: Inbound Call."
• Activity Logging: Every conversation is valuable. Replify attaches call recordings, transcripts, and SMS strings directly to the Insightly record. Your project managers can read exactly what was promised during the sales cycle before they start the work.
• Pipeline Automation: Did the AI successfully book a meeting? Replify can automatically update the Opportunity Stage in Insightly from "New Lead" to "Qualification" or "Meeting Set."

Why Project-Based Teams Use Replify

Agencies, construction firms, and consulting groups use Insightly to manage complex delivery. Replify acts as the filter that keeps the noise out of your system.

1. Construction & Trades

You are on the job site, not at a desk. Replify answers inbound inquiries about quotes or bids, gathers the project details (location, timeline, budget), and logs them into Insightly so you can review them when you're back in the office. (See our Small & Medium Businesses page).

2. Marketing Agencies

Speed-to-lead is critical. When a client fills out a form, Replify triggers an AI Outbound Sales call immediately. If the client is a good fit, the data is pushed to Insightly, and a task is created for an Account Executive to close the deal.

3. Relationship Management

Don't let relationships go cold. Use Replify to automate check-in calls or texts for past clients stored in Insightly. If they express interest in a new project, the AI alerts your team immediately.

Enhance your Insightly workflow:

• Google Sheets: Create backup logs of every AI call for advanced reporting outside of CRM.
• Calendly: Let Replify book meetings onto your calendar, then see those events reflect in Insightly.
• Slack: Get a notification in your #sales channel whenever Replify creates a new Opportunity in Insightly.
• Zapier: Connect Insightly to thousands of other tools using Replify as the trigger.

Ready to learn more about this integration? Schedule a demo or visit our integration docs.