Insightly 邮件营销与用户触达｜简诗 AI

Insightly (insightly.com) platform help — unified CRM + project management + marketing + service platform whose differentiator is converting a won opportunity into a delivery Project. REST API v3.1 (pod-specific base https://api.{pod}.insightly.com/v3.1, HTTP Basic auth with a Base64-encoded API key as username, top/skip/count_total pagination, 10 req/sec + plan-gated daily quota 1k-100k, 429s, ETag/If-Match concurrency) plus workflow-automation webhooks (Professional+). Use when an Insightly API call returns 401 because the API key wasn't Base64-encoded, finding your pod/region for the base URL, hitting the daily request cap, syncing contacts/organisations/opportunities into a warehouse or another CRM, a webhook only fires from a workflow rule, working around limited reporting or no email sequencing, custom objects locked to Enterprise, or choosing Plus vs Professional vs Enterprise. Do NOT use for comparing CRMs across vendors (use /sales-crm-selection) or generic iPaaS wiring (use /sales-integration).

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