Integration with Insightly : Freshdesk

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Chris Spence

started a topic over 7 years ago

Is is possible to produce the same level of integration with Insightly CRM as you have for Capsule and Zoho?

Thanks

Chris Spence

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Alejandro

said almost 7 years ago

Yes please!

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Anand Srinivasan

said almost 7 years ago

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

Aravind Sundararajan

Admin

said over 3 years ago

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!

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Annie

said over 3 years ago

That looks to be very exciting! It says "not compatible with Old Look" ... what does that mean?

Aravind Sundararajan

Admin

said over 3 years ago

Hi Annie,

We've recently launched the new UI experience named "MINT" and this app is compatible only with the MINT interface.

Cheers!

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Annie

said over 3 years ago

Hi again, MINT? I am asking about Freshdesk/Insightly integration ... is MINT related to that?

Aravind Sundararajan

Admin

said over 3 years ago

Hi Annie,

The integration is available only on the new "MINT" interface and not compatible with the old UI.

Cheers!

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Einstein W.

said almost 3 years ago

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.

FreshDesk Error.png

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Soumik Sengupta

said 8 months ago

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.