Integration
Connect G2 Crowd to Insightly
When New Review fires in G2 Crowd, your agent runs Add contact to organisation in Insightly. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want G2 Crowd and Insightly to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What G2 Crowd can start in Insightly
When New Review in G2 Crowd
then Add contact to organisation in Insightly
When New Visit Event in G2 Crowd
then Create event in Insightly
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with G2 Crowd and Insightly
Triggers and actions 2 triggers · 51 actions
Trigger
New ReviewTriggers when a new review is published for one of your G2 products.
Trigger
New Visit EventTriggers when G2 records new buyer-intent activity (a company researching your product, by day).
Action
Add ProductSubmits a new product listing to G2 for review, the same as the Add a Product wizard. Returns the created product.
Action
Add Product mappingCreates a mapping between your own product identifier and a G2 product.
Action
Find ProductsSearches G2 product listings whose name contains the given text.
Action
Get CategoryReturns a single G2 category by its UUID or slug, optionally with its related products, parent, children, ancestors or descendants.
Action
Get Current UserReturns the G2 user that owns the API token, with their ID and email.
Action
Get ProductReturns one G2 product listing, including its name, slug, domain, G2 page URL and review count.
Action
Get Product ratingsReturns a G2 product's satisfaction ratings, such as ease of use, quality of support and ease of setup.
Action
Get QuestionReturns a single G2 review question by its ID, including its title, text, type and whether it is required.
Action
List Buyer intentReturns buyer intent activity for one of your G2 products, grouped by the dimensions and measures you choose (companies, visitors, days, signal types).
Action
List CategoriesReturns G2 software categories.
Action
List CompetitorsReturns the products G2 lists as competitors of a given product.
Action
List DiscussionsReturns the discussions (community questions) posted about a G2 product, up to 250 per call.
Action
List MedalsReturns the G2 medals (badges) awarded to a product, optionally filtered by season, year or category.
Action
List Product FeaturesReturns the features of a G2 product, with ratings, review counts and categories.
Action
List Product mappingsReturns the mappings between G2 products and your own external product IDs, optionally filtered by product, external ID or dates.
Action
List Product ReviewsReturns reviews written about one of your G2 products.
Action
List QuestionsReturns the list of G2 review questions, optionally filtered by created or updated date.
Action
Add contact to organisationLink a contact to an organisation by updating the contact's ORGANISATION_ID.
Action
Create contactCreate a new contact in Insightly.
Action
Create eventCreate a new calendar event in Insightly.
Action
Create leadCreate a new lead in Insightly.
Action
Create noteCreate a new note in Insightly.
Action
Create opportunityCreate a new opportunity in Insightly.
Action
Create organisationCreate a new organisation in Insightly.
Action
Create projectCreate a new project in Insightly.
Action
Create taskCreate a new task in Insightly.
Action
Delete contactDelete a contact by its CONTACT_ID.
Action
Delete leadDelete a lead by its LEAD_ID.
Action
Delete opportunityDelete an opportunity by its OPPORTUNITY_ID.
Action
Delete organisationDelete an organisation by its ORGANISATION_ID.
Action
Get contactRetrieve a single contact by its CONTACT_ID.
Action
Get eventRetrieves a single Insightly calendar event by its id, including its custom field values and links.
Action
Get leadRetrieve a single lead by its LEAD_ID.
Action
Get noteRetrieves a single Insightly note by its id, including its title, body, owner, dates and linked records.
Action
Get opportunityRetrieve a single opportunity by its OPPORTUNITY_ID.
Action
Get organisationRetrieve a single organisation by its ORGANISATION_ID.
Action
Get projectRetrieve a single project by its PROJECT_ID.
Action
Get taskRetrieve a single task by its TASK_ID.
Action
List contactsList contacts (paged) ordered by date.
Action
List leadsList leads (paged).
Action
List opportunitiesList opportunities (paged).
Action
List organisationsList organisations (paged).
Action
List projectsList projects (paged).
Action
List tasksList tasks (paged).
Action
List usersList Insightly users (useful for resolving owner/responsible user IDs).
Action
Search contactsSearch contacts by a single field value (e.g. email_address).
Action
Update contactUpdate an existing contact in Insightly.
Action
Update leadUpdate an existing lead in Insightly.
Action
Update opportunityUpdate an existing opportunity in Insightly.
Action
Update organisationUpdate an existing organisation in Insightly.
Action
Update taskUpdate an existing task in Insightly.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from G2 Crowd
G2 Crowd to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
G2 Crowd to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
G2 Crowd to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
G2 Crowd to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
G2 Crowd to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
G2 Crowd to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Insightly
Mailchimp to InsightlyMailchimp marketing automation and email platform.
Stripe to InsightlyStripe is a payment processing platform for online businesses.
Zoom to InsightlyZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
SendGrid to InsightlySendGrid by Twilio — email delivery and marketing platform.
Freshdesk to InsightlyFreshdesk is a cloud-based customer support and helpdesk platform.
Typeform to InsightlyBuild and publish online forms, surveys, and quizzes with Typeform.
Questions
G2 Crowd and Insightly, answered
What can start an automation from G2 Crowd?
Any of G2 Crowd's 2 triggers in the catalog, including New Review and New Visit Event. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Insightly when something happens in G2 Crowd?
Any of Insightly's 34 actions, including Create contact, Create event, Create lead and Create note. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Insightly to G2 Crowd?
Insightly has no triggers in the catalog today, so automations start in G2 Crowd. If you need the other direction, ask: your agent reads Insightly's API documentation and adds it.
Do I have to build a connector for G2 Crowd or Insightly?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use G2 Crowd and Insightly without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.