Insightly CRM Connector App
Verified by FreshworksSync data between Insightly and Freshchat/CSS
Published by Freshworks(about 4 months 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.
The Insightly Connector app seamlessly integrates Freshchat/CSS 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://crmsupport.freshworks.com/en/support/solutions/articles/50000009998
With the data sync feature, you can do the following:
Data sync from Insightly to Freshchat/CSS:
Generate reports on Freshchat/CSS based on Insightly data.
Run automation on Freshchat/CSS tickets using Insightly information.
Data sync from Freshchat/CSS to Insightly:
Keep the sales team in sync with data from Freshchat/CSS.
Run reports on Insightly using data from Freshchat/CSS tickets.
1. Install the App:
- Go to Admin → Marketplace Apps and search for ‘Insightly CRM Connector App’.
- Click on Install and connect your account.
2. Connect Freshchat:
- Enter your Freshchat & CRM domain and API keys from Admin -> API settings
- Select the agents who will have access to the Insightly CRM configuration.
- Click 'Install'. Once the app installation is complete, navigate to the full-page app on the left navigation bar.
For detailed instructions on how to configure the app, refer to this article - https://crmsupport.freshworks.com/en/support/solutions/articles/50000009998
Data Management and Storage
Does your app use AI or GenAI features?
No
Does your app use "Freshworks AI powered features or Freddy AI" and comply with Freshworks AI powered features and Freddy AI terms?
No
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 Freshchat/CSS and Insightly for automation and reporting
Does your app store any End-User data?
No
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 Freshchat/CSS and Insightly
No
Can the End-User data be exported?
No
Can End-User data be accessed through your app logs?
No
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?
NA
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?
No
Log in to install this app
Enter your Freshsales Suite URL to proceed
https://
Proceed
Version History2.0 (August 2024)
Minor bug fixes