Insightly is an easy to use CRM application for managing sales, contacts and more! You can checkout out their complete set of features here. This integration was a request from one of SupportBee’s customers using Insightly for their CRM.
Sync Customer information between Insightly & SupportBee
In Insightly, you can manage Customer information as Contacts. With this app you can now sync customer information between Insightly and SupportBee. Every time there is a new customer email in SupportBee, the app would automatically check if the customer contact exists in Insightly. If it does, the app would comment on the ticket with a link to the customer’s profile in Insightly.
If the contact does not already exist in Insightly, the app would create a new contact in Insightly. It would also add a comment on the ticket, with a link to the newly created Insightly profile of the customer.
Here’s how the comments would look:
Create Insightly Tasks from Customer Emails in SupportBee
In Insightly, projects can be managed as Tasks. Companies can create multiple projects, and associate tasks to those projects. Using the Insightly app, support agents can create Insightly tasks directly from SupportBee.
Often times bug reports or feature requests that come from customers are manually updated in Bug tracking softwares or project management tools. With this integration, such requests can be directly sent from the support software (SupportBee) to Insightly as tasks, in just a few clicks.
Here’s how you can do it:
Choose a Customer Email, and click on Apps.
Click on ‘Send to Insightly’, the fields would be automatically populated with relevant information. The app would fill in the description of the task with the contents of the email and also add a link to the SupportBee ticket so your team can follow-up once the task is completed.
A link to the Insightly Task is also posted on the ticket as a comment for future reference. These comments can be viewed only by the support agents and not by your customers.
You can learn about how you can set up this integration here.
The efficacy of a support tool much depends on how it integrates with the rest of the tools in a company’s internal process. SupportBee’s app platform was released to make sure such integrations become easy. The platform makes it so easy that it took us less than an hour to build the Insightly integration from scratch.
If you are looking to integrate SupportBee with some of the other functions in your company, check out the complete list of app options in our App Listing.