Cleanlist + Insightly
Enrich your Insightly CRM with verified contact data, direct dials, and company firmographics. Cleanlist connects to Insightly and runs waterfall enrichment across 15+ providers to fill in missing fields, verify email addresses, and give your team complete records for every Lead, Contact, and Organization.
Key Features
Setup in 4 Steps
Connect Insightly
Link your Insightly CRM to Cleanlist using your Insightly API key. The integration connects to your Insightly instance and accesses Lead, Contact, and Organization records.
Map CRM Fields
Map Cleanlist enrichment outputs to Insightly standard and custom fields. The wizard auto-detects your field layout and suggests optimal mappings for email, phone, company, and firmographic data.
Define Enrichment Rules
Configure enrichment triggers: on record creation, pipeline stage change, tag assignment, or scheduled batch runs. Combine with Insightly workflow automation for conditional enrichment logic.
Activate & Monitor
Enable the integration and enriched data begins flowing into Insightly. Track match rates, verification results, and credit usage from the Cleanlist dashboard.
Popular Use Cases
Project-Linked Contact Enrichment
Insightly uniquely links contacts to projects. Enrich all contacts associated with a project when it is created, giving your team complete firmographic and contact data for every stakeholder involved in project delivery.
Lead Conversion Data Prep
Enrich Insightly Leads with verified emails, company details, and job titles before converting them to Contacts and Organizations. Ensure your converted records have complete data from the start.
Organization Data Standardization
Run bulk enrichment across your Insightly Organization records to standardize company names, fill in missing revenue ranges, verify primary domains, and update employee counts for accurate reporting and segmentation.
Frequently Asked Questions
How does Cleanlist integrate with Insightly?
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Cleanlist connects to your Insightly CRM via the Insightly REST API and syncs Lead, Contact, and Organization records. Enrichment runs through 15+ data providers to find verified emails, phone numbers, and company firmographics, then writes results back to your Insightly fields automatically.
Can Cleanlist enrich records linked to Insightly Projects?
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Yes. You can trigger enrichment for all contacts associated with a specific Insightly Project. This is particularly useful for ensuring complete data on project stakeholders, partners, and client contacts before project kickoff.
Does Cleanlist work with Insightly workflow automation?
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Yes. Cleanlist enrichment can be triggered by Insightly workflow automation rules. For example, you can set a workflow that enriches a Lead when it is assigned to a specific user or when a tag is applied.
What Insightly plans support this integration?
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The Cleanlist integration works with Insightly Plus, Professional, and Enterprise plans. It uses the Insightly REST API and does not require any additional marketplace installations. API access must be enabled in your Insightly account settings.
Ready to connect Insightly?
Start enriching your Insightly data in under 5 minutes.
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