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User Guide for Insightly CRM Extension
Add/Update Contact and Opportunities in Insightly CRM from Zoho Desk.
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- Overview
- Userguide
The ZohoDesk-Insightly CRM Integration enables you to keep your sales and support teams in sync. Agents can access Insightly CRM’s Contact, Opportunity, and Notes information from the Zoho Desk Tickets page.
Key Features:
- Access Insightly's Contacts, Organisations, Opportunities, and Notes.
- Create a New opportunity from a ticket.
- Create a New contact from a ticket.
- Default contact mapping.