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Insightly CRM

Integrating Insightly with Freshchat enables you to keep your support and sales teams in sync.

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In Freshchat, agents can do the following:

  • Access Insightly contacts, organizations, and opportunities.
  • Create new contact from a ticket in Freshdesk, if they’re not in Insightly
  • Create a new opportunity from a ticket
  • View Opportunities associated with a customer.