Yes please!
We have a freshplug that can now show contact information (name, mail id, organization) of your leads right inside the ticket view from Insightly.. Agents can not only see the contact details but track tasks associated with each leads and its status and priority.
https://support.freshdesk.com/support/discussions/topics/301615
Hi,
The Insightly integration is available on the Freshdesk marketplace. Visit https://apps.freshdesk.com/insightly-crm/ to install the app for your Freshdesk account.
Cheers!
That looks to be very exciting! It says "not compatible with Old Look" ... what does that mean?
Hi Annie,
We've recently launched the new UI experience named "MINT" and this app is compatible only with the MINT interface.
Cheers!
Hi again, MINT? I am asking about Freshdesk/Insightly integration ... is MINT related to that?
Hi Annie,
The integration is available only on the new "MINT" interface and not compatible with the old UI.
Cheers!
Hello,
When I try to visit that link https://support.freshdesk.com/support/discussions/topics/301615 I am asked to log in again and again even though I am logged in.
I have already connected to Insightly and now I would like to add a ticket with a contact from our Insightly account.
Can you help?
KR,
Einstein W.
Hi
I think you will get all the information here: https://www.freshworks.com/apps/freshdesk/insightly-crm/
The integration is good to get started. You can add new tickets, view opportunities, create new opportunity from a ticket, and more. Incase you want to reply to a ticket on a new lead or add a note to a ticket for a new lead and more, you can do that using integration tools like Automate.io where you can connect Freshdesk and Insightly CRM to set up more automation workflows.
Hope this helps.
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Chris Spence
Is is possible to produce the same level of integration with Insightly CRM as you have for Capsule and Zoho?
Thanks
Chris Spence
7 people like this idea