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Tendersight
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Tendersight + Insightly

Turn Insightly contacts into tender-ready data

Connect Insightly to Tendersight and let your AI assistants automatically process your contacts. CRM Software CRM Platform Marketing Automation

What you can do

Powerful automation capabilities out of the box.

Real-time sync

Changes in Insightly are reflected in Tendersight within seconds. Always work with the latest contacts without refreshing or re-importing.

Smart filtering

Set rules to import only the contacts you need. Filter by date, status, keywords, or custom criteria to keep your workspace focused.

Secure connection

Your Insightly credentials are encrypted end-to-end. We use OAuth where available and never store your passwords. Revoke access anytime.

Batch processing

Import historical contacts from Insightly in bulk. Backfill your AI assistants with past data to improve response quality from day one.

How it works

Get started in three simple steps.

1

Authorize access

Grant Tendersight read access to your Insightly contacts. You control exactly what data flows through.

2

Pick your data

Select the Insightly contacts you want flowing into Tendersight. Set up field mappings and import rules.

3

Automate everything

Sit back as contacts from Insightly are processed, analyzed, and turned into actionable intelligence by your AI assistants.

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