How to Extract Emails from Insightly Opportunities

Export and import options vary by plan, permissions and product version. Check the platform’s current help documentation if a menu or format differs. Use only contact data you are authorized to process; an extracted address is not proof of marketing consent.

Why Extract from Insightly Opportunities?

Insightly is a CRM and project management platform. Opportunities in Insightly represent sales deals and are linked to contacts, organizations and projects. Each opportunity tracks the pipeline stage, value, probability, expected close date and associated contacts.

Extracting email addresses from opportunity data is useful for building lists of contacts at specific pipeline stages, analyzing won or lost deals, creating follow-up campaigns for stalled opportunities or sharing deal contact lists with marketing teams.

While the general Insightly export is covered in Extract Emails from Insightly Export, this article focuses on opportunity-specific data.

How to Export from Insightly

Exporting opportunities

1. Log in to Insightly.
2. Go to Opportunities.
3. Use filters to narrow by pipeline, stage (e.g. "Proposal," "Negotiation," "Won," "Lost"), responsible user or date range.
4. Click Export and choose CSV format.

Exporting contacts linked to opportunities

1. Go to Contacts.
2. Use the filter or search to find contacts linked to specific opportunities.
3. Export as CSV.

Using reports

1. Go to Reports.
2. Create a report based on opportunities with contact details included.
3. Filter by stage, value, date range or other criteria.
4. Export the report as CSV.

Using the Insightly API

1. Use the /v3.1/Opportunities endpoint with filters.
2. Each opportunity includes links to associated contacts.
3. Retrieve contact details with the /v3.1/Contacts endpoint.
4. Save results as JSON.

How to Extract the Email Addresses

1. Go to bulkemailextractor.com.
2. Select "Text and files."
3. Upload the CSV or JSON file from Insightly. Up to 25 MB per file, 100 MB per batch.
4. Click "Extract emails."
5. Review the results. Duplicates are removed automatically.
6. Download as TXT for a plain list, CSV for a single-column spreadsheet, or CSV with sources.

Working with the Results

Follow up on stalled opportunities

Extract email addresses from opportunities stuck in the pipeline. Import into an email marketing platform for re-engagement.

Won deal nurturing

Extract contacts from won opportunities. Use for onboarding, upsell or review request campaigns.

Lost deal recovery

Extract contacts from lost opportunities. Reach out when new features or pricing changes might address their objections.

Share with marketing teams

Export opportunity contacts for marketing teams to include in targeted campaigns based on pipeline stage.

Verify addresses

Contacts in older opportunities may have outdated email addresses. See Best email verification services.

Things to Know

Contact data is not preserved

Email Extractor outputs email addresses only. Names, organizations, opportunity values, pipeline stages and other Insightly fields are not carried over.

Multiple contacts per opportunity

An opportunity may have multiple associated contacts. All email addresses are extracted.

Opportunities vs. contacts

Opportunity exports focus on the deal. Contact exports focus on the person. Choose based on whether you need pipeline-stage context.

Insightly general export

For the general Insightly extraction guide, see Extract Emails from Insightly Export.

Related Guides

• Extract Emails from Insightly Export
• How to Import Extracted Emails into Insightly
• Best CRMs for Managing Email Lists
• Best Email Verification Services