SleekView for Insightly for WordPress: synced contacts & opportunities as tables
Insightly bridges for WordPress cache contacts and opportunities as custom post types with custom-field data in postmeta. SleekView pivots that cache so combined CRM and project views finally live in one place.
♾️ Lifetime License available
Combined CRM and project views in one workspace
Insightly bridges for WordPress cache synced records in custom post types (typically wp_posts (post_type=insightly_contact), insightly_opportunity, insightly_organisation, and insightly_project) with phone, email, deal value, stage, and custom-field data stored in wp_postmeta. API token and instance subdomain live in wp_options under insightly_api_key.
SleekView pivots that cache into typed columns. Insightly's mixed CRM-plus-project-management model maps cleanly to multi-tab SleekView pages: a Contacts tab over insightly_contact, an Opportunities tab over insightly_opportunity, a Projects tab over insightly_project, with shared organisation context as a column. That's the cross-object view the bridge admin (and Insightly itself) makes you click through individually.
Inline edits route through wp_update_post and update_post_meta so save_post_insightly_opportunity hooks fire and queue API pushes back to Insightly where supported. Custom-field postmeta is sampled and pivoted into typed columns automatically.
Workflow
CRM and project views joined in one workspace
Connect cached post types
insightly_contact, insightly_opportunity, insightly_organisation, and insightly_project. The agent samples columns and surfaces postmeta keys.
Resolve organisation links
Tab-stack contacts, deals, projects
Inline-edit and round-trip
wp_update_post and update_post_meta so the bridge sync worker queues an API push back to Insightly.
Sample columns
A typical Insightly opportunity view
insightly_opportunity post type and pivots wp_postmeta keys like _insightly_bid_amount and _insightly_pipeline_stage_id into named columns.
wp_posts (post_type=insightly_contact, insightly_opportunity, insightly_project) + wp_postmeta + wp_options (insightly_api_key)
| Opportunity | Organisation | Stage | Bid amount | Owner | Status |
|---|---|---|---|---|---|
| Studio Co Q2 retainer | Studio Co | Negotiation | £8,400 | Dennis | Open |
| Design Lab refresh | Design Lab | Proposal | £5,200 | Sara | Open |
| Hello Dev support | Hello Dev | Won | £2,800 | Dennis | Won |
| Brew Coop pilot | Brew Coop | Lost | £1,600 | Sara | Lost |
Comparison
Default Insightly for WordPress admin vs SleekView
Default Insightly for WordPress admin
- Each post type shows as a separate WP list table with no joined view
-
Custom fields in
wp_postmetaaren't pivoted into columns by default - Pipeline stages render as numeric IDs, not readable stage names
-
No combined CRM + project view despite the data already being in
wp_posts -
Bridge sync timestamp from
wp_optionsisn't visible per record
SleekView
-
Read
insightly_opportunityrows with organisation, stage, and bid amount as real columns - Tab-stack views over contacts, opportunities, and projects on one page
- Pivot Insightly custom-field postmeta into typed columns automatically
- Inline-edit stage and forecast close date; bridge round-trips to Insightly on save
- Save per-owner pipeline views ("My open deals this quarter")
Features
What SleekView gives you for Insightly for WordPress
Contacts with organisation context
Pull insightly_organisation details onto each insightly_contact row so support and sales see company context without clicking through. Replaces multi-screen navigation.
Pipeline as a sortable workspace
Pivot _insightly_bid_amount postmeta into a sortable currency column. Sort by deal size, filter by stage and owner, group by organisation.
Projects linked to deals
Insightly's project model lives in insightly_project. Join projects back to the originating opportunity through shared organisation for a true CRM-to-delivery handoff view.
Audience
Who uses SleekView for Insightly for WordPress
Sales managers
Pipeline view grouped by owner and stage with bid amount sortable. Weekly forecast meetings run off one URL instead of an Insightly export plus pivot table.
Delivery leads
Filter insightly_project by organisation to see the delivery side of a won deal. Joined view replaces hopping between CRM and project modules.
Account managers
Filter contacts by tag and last-contact date to surface stalled relationships, inline-edit owner and follow-up status, with organisation context inline.
The bigger picture
Why mixed CRM-PM tools need a joined workspace
Insightly's pitch is that CRM and project management belong in the same product, which is correct in theory and awkward in practice once the data has to be read across both modules. The web UI keeps contacts, opportunities, and projects in separate screens with limited cross-object pivots, and the bridge plugins for WordPress inherit that limitation by mirroring each object into its own post type with no joined view. The data is already in wp_posts.
The custom-field cost has already been paid. The missing piece is a UI honest enough to read the cache the way an agency that uses Insightly for both sales and delivery actually works. SleekView pivots postmeta into typed columns, joins organisation context across contacts and opportunities and projects, and lets teams tab-stack the three views on one page so the CRM-to-delivery handoff stops being a tab-switching exercise.
Sales managers get a pipeline workspace, account managers get a contact workspace, delivery leads get a project workspace, and they all share the same organisation column so the conversations across teams stay grounded in the same data.
Questions
Common questions about SleekView for Insightly for WordPress
No. The bridge plugin caches Insightly data into the local insightly_* post types. SleekView reads wp_posts and wp_postmeta directly. The bridge owns the API key and sync cadence.
If the bridge syncs custom fields into wp_postmeta, yes. The agent samples keys and offers them as typed columns. Date and currency types render natively. Custom fields not synced by the bridge are not visible.
Where the bridge supports writes, yes. Edits go through wp_update_post and update_post_meta so save_post_insightly_opportunity handlers fire and the bridge queues an API push back to Insightly.
Yes. Each is its own post type, but you can tab-stack views inside one SleekView page. A common Insightly setup is Contacts, Opportunities, Projects with shared organisation columns and per-tab capability gating.
Stage IDs typically live in wp_postmeta as integers with a mapping table the bridge maintains. SleekView resolves IDs to readable names and offers stage as a filter facet and kanban grouping field.
No. SleekView paginates and indexes server-side. Tens of thousands of cached contacts and opportunities render quickly because queries hit wp_posts with indexed postmeta joins, not the Insightly API.
If the bridge exposes a record-refresh hook or REST endpoint, SleekView surfaces it as a row action. Bulk-resyncing a filtered set is one click with capability gating per role.
If the bridge caches tasks and events as companion post types (e.g. insightly_task), SleekView builds views over each. Without bridge support for those endpoints, that data stays API-only.
Pricing
More than 1000+
happy customers
Explore our flexible licensing options tailored to your needs. Upgrade your license anytime to access more features, or opt for a lifetime license for ongoing value, including lifetime updates and lifetime support. Our hassle-free upgrade process ensures that our platform can grow with you, starting from whichever plan you choose.
Lifetime ♾️
Most popular
EUR
once
- Unlimited websites
- Lifetime updates
- Lifetime support
...or get the Bundle Deal
and save €250 🎁
The Bundle (unlimited sites)
Pay once, own it forever
Elevate your WordPress site with our exclusive plugin bundle that includes all of our premium plugins in one package. Enjoy lifetime updates and lifetime support. Save significantly compared to buying plugins individually.
What’s included
-
SleekAI
-
SleekByte
-
SleekMotion
-
SleekPixel
-
SleekRank
-
SleekView
€749
Continue to checkoutBrowse more
- Edd Aweber
- Woocommerce Quantity Discounts
- Woocommerce Paystack
- Currency Switcher
- Woocommerce Fast Checkout
- Woocommerce Checkout Fees
- Skubana Wp
- Atum Inventory Management
- Woocommerce Product Question
- Sliced Invoices
- Shopify Importer
- Wp Lister Lite
- Woocommerce Bulk Edit Products
- Mailchimp For Woocommerce
- Woocommerce Favorites