Insightly CRM
Verified by FreshworksIntegrating Insightly with Freshchat enables you to keep your support and sales teams in sync.
Published by Freshworks(about 4 years ago)
By clicking on "Install", you acknowledge and agree that your access and use of this application will be governed by the developer's terms of service and privacy policy. Freshworks may share your contact and usage information with the developer.
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.
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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.
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