Insightly

Integrating Insightly with Freshdesk enables you to keep your support and sales teams in sync. Agents can access customer details from Insightly and display them inside Freshdesk.

Not compatible in new mint

Install available only on Desktop

Version : 1.0

Published by Artis
5 months ago

in CRM

Help and Supportsupport@artissol.com http://www.artissol.com

Insightly

Integrating Insightly with Freshdesk enables you to keep your support and sales teams in sync. Agents can access customer details from Insightly and display them inside Freshdesk.

					        	In Freshdesk, agents can do the following:
- Access Insightly contacts, projects and opportunities
- View latest Opportunities and Projects associated with a customer
- Edit and Update contact details
					        	
							You will need API key to install Insightly:
A support agent can get the API key from the Insightly portal
- Click your profile in 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.
							

Help and Supportsupport@artissol.com http://www.artissol.com

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