Connect Insightly to WhatsApp, Instagram, TikTok and AI Chat
Leads and customers message you on WhatsApp, Instagram, Messenger, TikTok, Telegram, web chat or email, but your sales and delivery live in Insightly. AeroChat answers those conversations and works with Insightly in both directions: it looks up contacts, opportunities and projects when a customer asks, and it creates leads, contacts, notes and tasks from what the customer says. It connects through Insightly’s public API. You describe the workflow in your own words, and AeroChat builds it.
What you can do with Insightly and AeroChat
- Create Insightly leads from chat. AeroChat creates or updates the lead and adds a note of the conversation.
- Answer project status questions. AeroChat finds the customer’s project in Insightly and tells them the stage and who is responsible.
- Recognise returning contacts. AeroChat looks up the contact by email or phone and sees their organisation and open opportunities.
- Create tasks for your team. When a customer asks for something, AeroChat creates a task linked to the right record.
- Hand conversations to the record owner. AeroChat passes the chat to the owner named in Insightly.
Works on every chat channel
Your leads and customers message you wherever they already are. The same Insightly connection and the same workflows run on every channel AeroChat supports, and Insightly stays the record whichever one they use.
| Channel | What your leads and customers can do |
|---|---|
| Message your WhatsApp Business number to ask about your products, leave their details or check how their project is going. Voice notes are transcribed, so a spoken request works too. | |
| Send the same requests by direct message. A comment on your post can get an automatic reply that moves the conversation to a DM. | |
| Facebook Messenger | Send the same requests to your Facebook Page. Comments on your Page posts can get an automatic reply too. |
| TikTok | Send the same requests by TikTok direct message or TikTok Shop buyer chat. Both arrive in the same TikTok inbox. |
| Telegram | Send the same requests to your business on Telegram. |
| Web chat | Do the same from the chat on your website, without leaving the page. |
| Write to your Gmail or Office 365 address and get the same answer the chat gives. |
How the connection works
AeroChat connects through Insightly’s public API. It reads contacts, organisations, leads, opportunities and projects, and it creates and updates leads, contacts, notes and tasks. Each workflow uses only what its recipe asks for.
To connect, you copy your API key from User Settings, in the API section, in Insightly, along with the API URL shown there. The details are in Insightly’s API documentation. Paste both into the AeroChat dashboard when AeroChat asks. AeroChat can see and change only what your user can.
You describe the workflow in your own words. AeroChat builds it as a draft, works out which Insightly calls it needs, and asks you to connect. Keys and credentials are entered in the AeroChat dashboard and never pass through the conversation.
Workflows to copy
Copy this into AeroChat
When someone gives their name and email in chat, search Insightly for a contact or lead with that email. If there is one, update it. If not, create a lead with their name, email, phone, organisation if they gave one, and Chat as the lead source (example). Add a note to the record with a short summary of what they asked about.
Copy this into AeroChat
When a customer asks how their project or order is going, find their contact in Insightly by email or phone and the projects linked to them. Tell them the current stage and who is responsible. If they need something, create a task linked to the project for the responsible user, due the next working day (example).
Who uses it
Any business that runs its sales and delivery in Insightly can use it. Suppliers and distributors that sell to other businesses use it for quote requests and account questions that arrive in chat. These industry recipes follow the same pattern:
- B2B suppliers and distributors, for trade buyers who order and ask questions in chat.
- Quote requests
- Order status and delivery
What stays in Insightly
Insightly stays your record. Contacts, leads, opportunities, projects and reports live there, and your team still closes the deals and delivers the projects.
AeroChat handles the conversation. It looks up, creates and updates the records your recipe asks for and leaves the rest to Insightly and your team.
Questions
Does AeroChat work with Insightly?
Yes. AeroChat connects through Insightly’s public API with the API key from your Insightly user settings.
Can WhatsApp leads go straight into Insightly?
Yes. When a lead gives their details in chat, AeroChat creates or updates the Insightly lead and adds a note of the conversation.
Do I need a developer?
No. You describe the workflow in your own words, copy your Insightly API key and paste it in, and switch it on. AeroChat builds the Insightly connection from your description and shows a checklist of what is left to do.
Which plan do I need?
Workflows via Skills are on every plan, Free included. Choose by message volume: Starter covers 500 AI responses a month and 3 seats, Growth covers 2,000 responses and 10 seats and adds payment links and broadcasts, and Advanced covers 5,000 responses and 25 seats.
Using a different system? If it has a public API, it connects to AeroChat the same way: describe what you want, paste in its key, and it runs.
Can’t find your tool? Message us in the chat on this page and we’ll tell you how it connects.
Connect Insightly and try it
Paste the first recipe, add your Insightly key, and leave your own name and email in the chat.
Start your 7-day free trial. No credit card needed.
On Shopify? Install AeroChat from the Shopify App Store.