Integrating Insightly with Freshchat enables you to keep your support and sales teams in sync.
In Freshchat, agents can do the following:
* Access Insightly contacts, organizations, and opportunities.
* Create new contact from a ticket in Freshdesk, if they’re not in Insightly
* Create a new opportunity from a ticket
* View Opportunities associated with a customer.
You will need two things to install Insightly:
1) URL of your Insightly app: Just copy your insightly URL https://<name>.insight.ly, copy this and paste in the domain field
2) API key A support agent can get the API key from the Insightly portal.
- Click your profile from the top right drop-down menu.
- Select “User settings”
- Go to API Key.
- Copy the API key
Paste it into the Insightly app and it is good to go.