Integrating Insightly with Freshdesk enables you to keep your support and sales teams in sync. Your agents can easily access contact and opportunity information when they’re working on tickets through the Insightly app for Freshdesk.
In Freshdesk, agents can do the following:
* Access Insightly contacts, organisations and opportunities.
* Create a 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.