Ideas & Recommendations

CRM integration with Insightly

I use this CRM as a startup company because it has a pretty extensive free level offering. I know you need to prioritize and Salesforce is a great place to start. Just adding it to the list.

  • Tom Roberts
  • Feb 16 2017
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  • Admin
    Brandon Bornancin commented
    13 Aug 15:27

    Hi everyone, 

     

    Great news! We have completed development with Zapier and you can access this Insightly CRM integration through that Zapier platform.

     

    You can connect Insightly + Seamless.AI in Zapier as well as through a direct link through the connected apps section of Seamless.AI. Please note that you must also have a Zapier account to use this integration. 

     

    https://login.seamless.ai/settings/connected_apps

     

    https://zapier.com/apps/seamless-ai/integrations

     

    Thanks!

     

    Jake 

    VP, Product