Insightly CRM
Verified by FreshworksIntegrating Insightly with Freshchat enables you to keep your support and sales teams in sync.
Published by Spritle(about over 1 year ago)
By clicking on "Install", you acknowledge and agree that your access and use of this application will be governed by the developer's terms of service and privacy policy. Freshworks may share your contact and usage information with the developer.
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.
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You will need two things to install Insightly:
1) URL of your Insightly app: Just copy your insightly URL https://<name>.insight.ly, copy this and paste in the domain field
2) API key A support agent can get the API key from the Insightly portal.
- Click your profile from the top right drop-down menu.
- Select “User settings”
- Go to API Key.
- Copy the API key
Paste it into the Insightly app and it is good to go.
Data Management and Storage
Does your app use AI or GenAI features?
NA
Does your app use "Freshworks AI powered features or Freddy AI" and comply with Freshworks AI powered features and Freddy AI terms?
NA
Does your app collect / process any End-User data?
NA
Does your app store any End-User data?
NA
Does your app share End-User Data with any third party entities?
NA
NA
Can the End-User data be exported?
NA
Can End-User data be accessed through your app logs?
NA
Is the End-User data encrypted at rest?
NA
Is the End-User data encrypted in transit?
NA
Does your app adhere to the OWASP (Open Web Application Security Project) security standard?
NA
Does your app permanently delete the customer data as soon as the customer uninstalls the app?
NA
Does your app allow customers to request a custom End-User Data retention period?
NA
For more information related to privacy and security, reach out to developer support
Log in to install this app
Enter your Freshsales Suite URL to proceed
https://
Proceed
Version History
This is the first version. Release notes not yet available.