- After we carry out the integration with Insightly CRM, you will need to register in ApiX-Drive to start using the connector
- Next, select the service in the web interface you need to integrate with Insightly CRM (currently 294 available connectors)
- Choose what data to transfer from one system to another
- Turn on auto-update
- Now the data will be automatically transferred from one system to another.
Integration Insightly CRM by API
Do you want us to make integration with Insightly CRM?
What features are you interested in? This will make the integration more useful to you.
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How to integrate Insightly CRM and other systems
with ApiX Drive
to integrate Insightly CRM with other systems.
Automation capabilities Insightly CRM
with other systems
The Insightly CRM will exchange data with other systems according to the specified interval.
- Information will be available after system startup
F.A.Q. on integration with Insightly CRM
How is the integration of Insightly CRM carried out?
How long does the integration take?
How much does it cost to integrate Insightly CRM with other systems?
How many integrations are available for Insightly CRM?
Insightly CRM is a CRM platform designed for small and medium businesses. One of the key modules of the system is devoted to managing the contact database, with its help you can not only store data about customers and counterparties in an orderly manner, but also build a system of relationships. The service allows you to add any information about contacts to the database, including email correspondence, order or contact history, there is an option to scan business cards, etc. Another important feature of Insightly CRM is lead management, the system allows you to track relevant information about leads, including sources of marketing campaigns, emails, calls, meetings, tasks, etc. In addition, it is worth noting workflow automation tools: email newsletters, creating or updating records in the database, creating or executing tasks, etc. Insightly CRM provides full data synchronization with well-known third-party platforms such as SAP, Oracle and others. The email marketing management module will help you launch email campaigns directly through the functionality of the platform in a few clicks, while using an extensive database of email templates and a number of built-in analytics tools. Other features of Insightly CRM include project, task and event management functions through the built-in scheduler calendar. There is also a system of automatic reminders, options for file sharing, electronic document management and data backup. The platform is available through a web application and a mobile application (iOS, Android).
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