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    CONNECTIONS / Insightly / Insightly to OpenAI Offline CAPI

    From Insightly opportunities and pipeline stages to OpenAI's Offline Conversions API.

    Connect Insightly and point Signals at your Insightly opportunities and pipeline stages; it reports downstream revenue as OpenAI's conversion measurement comes online as records change, hashed and consent-checked for OpenAI.

    Talk to our team Explore the setup

    insightly -> openai-offline-capi :: live

    1. ● insightly → openai.capi :: live
    2. > read closed_deals rows=52,188
    3. hash sha256(email,phone) consent=filtered
    4. route openai deliver
    5. ✓ delivered · 42,272 matched

    WHAT THIS ENABLES

    Insightly to OpenAI Offline CAPI

    OpenAI Offline CAPI for Insightly: Signals reports downstream revenue as OpenAI's conversion measurement comes online straight from your Insightly opportunities and pipeline stages, hashed and consent-screened as records change.

    • Offline and in-store sales from your Insightly opportunities and pipeline stages activated for OpenAI, as Signals reports downstream revenue as OpenAI's conversion measurement comes online.
    • A revenue feed ready the moment OpenAI's offline measurement expands, drawn from your Insightly opportunities and pipeline stages by RevOps teams running Insightly.
    WHAT FLOWS WHERE

    The click, the conversion, and the credit.

    The conversion happens off OpenAI, away from any pixel. Here is how Insightly closes the loop.

    OpenAI credits the campaign that sourced the conversion conversion happens off-platform Ad click on OpenAI CRM record sync recorded in Insightly S Signals hash · dedupe Offline Conversions API delivered · credited
    WHO THIS IS FOR

    Built for the teams that own the number.

    Early advertisers on OpenAI inventory measuring revenue from day one, with the records already in Insightly opportunities, projects, and pipeline stages.

    RevOps teams running Insightly activating OpenAI's Offline Conversions API straight from Insightly opportunities and pipeline stages.

    HOW DATAHASH SETS IT UP

    From kickoff to verified events.

    1. Connect

      Scoped OAuth access to Insightly, reading only your Insightly opportunities and pipeline stages to feed OpenAI's Offline Conversions API, sized for the emerging OpenAI ad surface.

    2. Map

      Signals reads your Insightly opportunities and pipeline stages, and its columns map to OpenAI's Offline Conversions API in the visual mapper, hashed and checked for the emerging OpenAI ad surface.

    3. Deliver

      On each run, Signals pulls your Insightly opportunities and pipeline stages, reports downstream revenue as OpenAI's conversion measurement comes online, and sends only the records that changed, with the emerging OpenAI ad surface in the debugger.

    WHAT YOU GET

    What changes when the CSV goes away.

    Capability Manual CSV upload Datahash
    Reporting Offline sales sit in a separate export, reconciled by hand. Revenue counted in the same Offline CAPI reporting as web conversions.
    Deduplication A re-uploaded file risks counting the same conversion twice. Deduped delivery, so a resent record never counts as a second conversion.
    Match visibility Match quality is a guess until the numbers look off. Match rate reported per upload, tied to the source event set that produced it.
    Effort and latency An analyst exports and uploads on a manual cadence. Server-side and automatic the moment Insightly records the event.
    ON THE WIRE

    What Offline CAPI actually receives.

    signals :: insightly.openai-offline-capi :: wire

    1. ● signals :: event payload
    2. > POST /offline_conversions source=insightly.closed_deals
    3. event_name "Purchase" · event_time 1784721607
    4. em sha256 "2b9d64…" · value 26188 · currency SAR
    5. ✓ accepted · row_status delivered
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    FAQ

    Asked on almost every call.

    How often does the Insightly OpenAI Offline CAPI sync run?

    Delivery tracks Insightly, run by RevOps teams running Insightly: a near-real-time or scheduled sync of your Insightly opportunities and pipeline stages feeds OpenAI on that cadence. Each run sends only the records that changed, so measurement in place before the surface scales holds up on the emerging OpenAI ad surface. The live debugger confirms every delivery inline.

    What match rate should a Insightly-sourced OpenAI Offline CAPI batch expect?

    Match rate follows identifier coverage in your Insightly opportunities and pipeline stages, which RevOps teams running Insightly control, not Insightly itself. A record with a current hashed email or phone matches for OpenAI; one missing both cannot. First-run feedback from Offline Conversions API pinpoints the emerging OpenAI ad surface, the number RevOps teams running Insightly tune against.

    NEXT STEP

    Insightly to OpenAI Offline CAPI, in production this week.

    Talk to our team All Insightly use cases