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Streamline Your Insightly Communications With an SMS integration

Integrate Insightly to automate personalized customer engagement, from lead follow-up to service updates, across your entire business.

Ways We Support Your Success With Insightly

With Insightly integration, Textellent lets you automate, personalize, and manage business texting at scale for real-time customer engagement.

Send Appointment Reminders from CRM

Use your existing Insightly contacts to send appointment reminders through Textellent, helping reduce no-shows and keep your clients informed.

98%

of texts are read immediately

70%

of consumers want to text businesses

40%

of consumers said they have tried to text a business

Launch Drip Campaigns from CRM Contacts

Use your Insightly contacts to launch personalized drip campaigns with Textellent, helping you nurture relationships and drive engagement over time.

Everything You Need to Scale SMS

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Everything You Need to Text at Scale

  • Textellent Messenger

    The Textellent Messenger is a Chrome extension that lets your team text inside the apps you already use—no code, no tab-switching. View full conversation history, reuse approved templates and media, and keep replies organized in a shared inbox.

    Learn More >
  • Integrate SMS

    Textellent integrates with 800+ apps—CRMs, schedulers, forms, and payment platforms—so data flows in and texts go out at the perfect moment. Map fields once, tag contacts consistently, and keep systems in sync.

    Learn More >
  • Automations

    Turn common events into automatic SMS touchpoints: new leads, appointments, payments, status changes, and more. Build simple, rules-based flows that send the right text and follow-ups without manual work.

    Learn More >
  • Franchisor Module

    The Franchisor Module gives franchisors clear visibility across locations while empowering franchisees to execute consistent, on-brand texting that drives growth. Scale what works and spot where support is needed—fast.

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  • AI Rewriter & Translate

    Instantly polish your texts and translate them into different languages, making communication faster and more accessible.

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  • Mobile App

    Keep conversations moving on the go. The Textellent Mobile app brings your shared inbox to iOS & Android with real-time push notifications, quick-reply templates and media, conversation assignment, and full sync to your CRM—so nothing slips through when you’re away from your desk.

    Learn More >

Get Started with Business Texting

FAQs About Insightly Integration

How do Insightly tags sync with Textellent segments?
Insightly tags sync with Textellent segments by mapping tags to segments, allowing targeted SMS campaigns based on CRM data.
How do Insightly custom fields update Textellent contact details? +
Insightly custom fields sync mapped data to Textellent, updating contact details automatically when changes occur in Insightly's CRM records.
How do Insightly opportunity updates trigger Textellent messages? +
Insightly opportunity updates can trigger Textellent messages through integration, automatically sending SMS based on changes in opportunity status.
Can Textellent send bulk SMS to Insightly contact lists? +
Textellent can send bulk SMS to Insightly contact lists if integrated, allowing businesses to reach multiple contacts efficiently.