Freshworks Marketplace

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Sync data between Freshdesk and Insightly CRM

In-App Purchase

Verified by Freshworks

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.

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Overview

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How to install?

Privacy & Security

New

The Insightly CRM Connector app seamlessly integrates Freshdesk and Insightly, enhancing data flow and operational efficiency. The app allows syncing of contacts and accounts. For syncing other objects, please contact support@freshdesk.com. For more details, refer to the article - https://support.freshdesk.com/en/support/solutions/articles/50000009997 With the data sync feature, you can do the following: Data sync from Insightly to Freshdesk: 1. Generate reports on Freshdesk based on Insightly data. 2. Run automation on Freshdesk tickets using Insightly information. Data sync from Freshdesk to Insightly: 1. Keep the sales team in sync with data from Freshdesk 2. Run reports on Insightly using data from Freshdesk tickets.

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Installation Steps 1. Install the App: - Go to Admin → Apps in Freshdesk and search for ‘Insightly CRM Connector App’. - Click on Install and connect your Freshdesk account. 2. Connect Freshdesk: Note: You need to have Account admin access on Freshdesk to install the app - Enter your Freshdesk domain (format: `yourcompany.freshdesk.com`). - Enter an admin Freshdesk API key: - Find it under Profile Settings > View API key. - Complete captcha verification to retrieve the key. - Select the agents who will have access to the Insightly CRM configuration - Click 'Install' to complete the setup. For detailed instructions on how to configure data sync, refer to this article - https://support.freshdesk.com/en/support/solutions/articles/50000009997

The information listed below is provided by the App Developer Partner pertaining to the data privacy policies of the latest app version available on the Freshworks Marketplace. The App Developer Partner is solely responsible for the accuracy of the information provided.

What is End-User data?

Any information that is generated or provided by individuals while using your apps in connection with Freshworks products.

Data Management and Storage

Does your app use AI or GenAI features?

Does your app use "Freshworks AI powered features or Freddy AI" and comply with Freshworks AI powered features and Freddy AI terms?

Does your app collect / process any End-User data?

Yes

What End-User data does your app collect/process?

All information stored in the Contact and Account objects is processed securely through Workato. The app does not store any data

What is the purpose of collecting/processing the data?

To sync data between Freshdesk and Insightly CRM for automation and reporting

Does your app store any End-User data?

Does your app share End-User Data with any third party entities?

Yes

Third Party 1

Name of the third party

Workato

Domain

workato.com

Countries where 3rd party entity stores data

Germany, United States

What is the purpose of sharing data?

Workato is the middleware used to do data sync between Freshdesk and Salesforce

Does your app transfer European Economic Area (EEA) residents’s End-User Data outside of the EEA?

Can the End-User data be exported?

Can End-User data be accessed through your app logs?

Is the End-User data encrypted at rest?

Yes

Elaborate the encryption methodology adopted

AE256

Is the End-User data encrypted in transit?

Yes

Elaborate the encryption methodology adopted

Data in Workato is encrypted at rest and in transit. At rest, data is encrypted using a top-level encryption key and a multi-level key hierarchy. Encryption keys are unique to each workspace, thereby limiting vulnerabilities and ensuring your data is separate from other workspaces.

Does your app adhere to the OWASP (Open Web Application Security Project) security standard?

Does your app permanently delete the customer data as soon as the customer uninstalls the app?

Yes

Does your app allow customers to request a custom End-User Data retention period?