Insightly
CRM
  • leads
  • sales
  • communicate

Insightly, Inc. is a private computer technology company headquartered in San Francisco, California. The company develops cloud-based customer relationship management (CRM) and project management tools.

Description

Insightly gives you an insight about your customers and lets you devise strategies with relationship maps to deepen customer relationships. Automate your workflows and accelerate your sales by reaching out to the right lead at the right time with smart pipeline management mechanism. Keep track of your milestones and deliverables to ensure post-sale customer satisfaction. The contacts created are automatically synced with Integry. 

App Capabilities

A customer relationship manager to automate your workflows, create long-lasting relations and boost your sales. Using our integrations add the ability to your app to

  • Create contacts through Insightly
  • Create projects and tasks
  • Create leads and much more  

Actions

An action is a step we can execute on the corresponding app. For example: in a task manager, an action can be to Create Task or Update Task. An action cannot be the first step in an integration, and it is started by Integry on another platform. For example, an integration could be to Create Tasks (an action on receiving app) from Slack Messages (trigger).

Create Contact

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