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Insightly CRM
Integrating Insightly with Freshchat enables you to keep your support and sales teams in sync.
FREE
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- Overview
- Userguide
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.