Insightly is an easy to use CRM integrationlication for managing sales, contacts and more! You can checkout out their complete set of features here.
Sync Customer Information between Insightly & SupportBee
Use the Insightly integration to share information about a customer between Insightly and SupportBee. Every time there is a new customer email in SupportBee, the integration would automatically check if the customer contact exists in Insightly. If it does, the integration 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 integration 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
Easily create Insightly tasks from Customer emails
Using the Insightly integration one can send support emails to Insightly as Tasks.
Link Tasks to Projects
The Insightly integration can send a ticket to multiple projects. When you click on 'Integrations > Send to Insightly', all your projects would be listed in the 'Select Project' dropdown.
Attach Opportunities to Tasks
You can also attach Opportunities to Tasks you create from SupportBee. All your Insightly Opportunities would be listed in the 'Select Opportunities' dropdown, with the current status of the opportunity listed in brackets.
Select Assignee and Reporter of the Task
You can assign a Task to an Insighttly User, and also add a user responsible for the Task right from SupportBee. All your Insightly Users would be listed in the dropdown.
Select Status and Priority of the Task
Being able to select the Priority (Low, Medium, High) and the Status of a task from within SupportBee makes the integration even more powerful and handy!
Adding the Insightly Integration
To add the integration, click on 'Add to My SupportBee'. If this is the first integration you are adding, you will have to enter your subdomain and you will be taken to a settings screen. Fill in the following details.
Insightly API Key
To get the API Key, login to your Insightly account, and go to User Settings.
If your Insightly domain looks something like this:
example is your subdomain.
Create Insightly Contact with Customer Information
Check this option if you want to create a new contact in Insightly if we can't find one based on the email address of the customer.
Using the Integration
Once you add the integration, sit back and relax. You don't have to do anything manually. Every time a ticket comes in, we will automatically look in Insightly and post a comment on the ticket if we find a contact based on the email address. If we can't find one, we will create a contact if you have the option checked in settings.
However, if you want to send a Ticket as a Task in Insightly. You can select the Ticket, and then go to Integrations > Send to Insightly. The pop up would contain all your Insightly Projects, and Users. You can Assign the Task to a User, and also select the Responsible User of the Task.
We would love to hear your feedback on this integration!
If you have any integration requests or integration enhancement requests, please feel free to add them as comments below, or write to us at [email protected].