ASK YOUR INSIGHTLY PIPELINE WHAT'S REALLY MOVING.
Connect Insightly to Menza and ask about contacts, organisations, leads and opportunities in plain English — what's stalled in the pipeline, which leads convert, where projects and tasks stand. Menza reads it live through the official Insightly API, no CSV exports, and it's read-only, so your CRM records are never touched.
- Reads crm & sales data
- Generates answers and insights
- Connects via the official API
What can Menza do with Insightly?
Surface the deals going quiet
Ask which opportunities have had no activity in weeks and Menza reads live pipeline data by stage and value, so stalled deals get attention while they can still be saved.
Know which lead sources convert
Ask how leads convert by source and owner, and Menza reads live lead history — so the next marketing pound goes where conversions actually happen, not where volume looks best.
Track delivery after the deal closes
Ask where projects and tasks stand for your biggest accounts and Menza reads live Insightly records, so sales promises and delivery reality stay in the same conversation.
See these answers on your own Insightly data.
Menza working with Insightly.
Menza watches your Insightly data and surfaces what's worth knowing the moment it spots it — the margins, stockouts, and trends you'd otherwise dig for. Read-only: it answers and flags, never changes your data.
Menzajust now12 opportunities worth $148,000 have had no activity in 21+ days — half sit in the proposal stage. Nine belong to two owners, and most stalled right after the quote was sent.
Menza6m agoLead conversion improved to 19% this quarter, but leads from events convert at just 6%. Event leads also wait four times longer for a first follow-up task than inbound leads do.
Connect Insightly in a couple of clicks.
Is my Insightly data secure?
Your credentials are encrypted at rest and never exposed to the AI. Menza reads your data through the provider's official API using the access you grant, and you stay in control of what it can do — read-only by default, with any actions gated behind your approval.
Read our privacy policy- Encrypted in transit and at rest
- Scoped access — you choose what Menza can see
- Read-only by default; any action needs your approval
- Credentials are encrypted and never shown to the AI
- Revoke access at any time
Insightly questions, answered.
How does Menza connect to Insightly?
You connect with your Insightly API key — paste it once and Menza handles the rest server-side. The key is encrypted at rest and never shown to the AI, and Menza reads your CRM through the official Insightly API.
What can Menza answer about my Insightly data?
Anything in the CRM: contacts, organisations, leads, opportunities, projects, tasks and quotes. Ask what's due to close this month, which leads went cold, how an organisation's history looks, or which tasks are overdue by owner.
Is my Insightly data safe with Menza?
Yes. Your API key is encrypted and never exposed to the AI, and Menza can only access what the key grants. This connector is read-only — Menza never edits contacts, deals or records in Insightly; it reads data to answer your questions.
Will this replace my weekly pipeline spreadsheet?
For most teams, yes. Instead of exporting opportunities and rebuilding the same pivot, anyone can ask for pipeline by stage, owner or expected close date and get the current numbers from live Insightly data in seconds.