Connect Insightly so readywhen sees the deals you’re really betting on.
Reliably captures every customer commitment logged in Insightly. Then brings the work back for your approval.
30-second setup · OAuth · SOC 2
What commitments does readywhen catch in Insightly?
Every "I'll send the proposal", "I'll loop in legal" promise made in Insightly — captured and actioned for you.
-
In a project record. "I'll deliver by Friday." readywhen drafts the delivery note.
-
In a task. "Loop in PM." Pings PM.
-
In a stage change. "Need approval." Drafts the approval.
How VPs and C-levels use readywhen with Insightly
The kinds of leadership commitments readywhen picks up in Insightly — and exactly what it does about them.
| Where it happens | What you said | What readywhen does |
|---|---|---|
| Project pipeline | "I'll personally close." | Surfaces the project. |
| Customer onboarding | "I'll personally check in." | Reminds you with customer context. |
| Renewal record | "I'll send proposal." | Drafts the proposal. |
| Pipeline review | "I'll inspect at-risk." | Surfaces at-risk. |
| Board metrics | "I'll share pipeline." | Drafts the pipeline summary. |
How to connect Insightly to readywhen
Thirty seconds. OAuth. No new tool to learn — readywhen sits on top of Insightly.
- Click "Connect Insightly" in your readywhen workspace.
- Approve OAuth. readywhen only reads records you already have access to.
- Choose which pipelines or accounts readywhen should track.
Is the Insightly connector secure?
Yes. SOC 2 Type II and ISO 27001 certified. GDPR-compliant. readywhen never trains on your data.
- Only sees what you already see. readywhen inherits your Insightly permissions. If someone can’t access something in Insightly, neither can readywhen.
- Access only where installed. readywhen inherits your Insightly record-level permissions. If a user can't see a record in Insightly, neither can readywhen.
- Never trains on your data. Your Insightly data is never used to train, fine-tune, or improve any AI model — ours or any third party’s.
- Enterprise security standards. SOC 2 Type II and ISO 27001 certified. Encrypted in transit and at rest. GDPR-compliant with a Data Processing Agreement available on request.
- You stay in control. Admins choose what readywhen can access, and can audit or disable it at any time. Uninstall the Insightly integration or revoke access in readywhen, and we stop accessing your data.
Commonly used with Insightly and readywhen
Work rarely stays in just Insightly. readywhen picks up your commitments no matter where they happen.
Insightly connector FAQ
1. Will readywhen change records in Insightly?
Only with your approval. It can prepare updates — note logging, stage changes, follow-up tasks — and waits for you to confirm.
2. Will it expose data my reps shouldn't see?
No. readywhen inherits your Insightly record-level permissions exactly.
3. Will readywhen post or send anything in Insightly on my behalf?
Not without your approval. readywhen reads to understand context and prepares drafts. Anything that goes out is reviewed by you first.
4. Does readywhen train AI models on our Insightly data?
No. Your Insightly data is never used to train, fine-tune, or improve any AI model — ours or any third party's.
5. Can I disconnect Insightly at any time?
Yes. Uninstall the integration or revoke access in readywhen, and we stop accessing your data immediately.
6. How long does setup take?
30 seconds for personal install. If your workspace requires admin approval, it depends on how long your admin takes to approve it.