1. Easy-access:
Access Insightly’s Contacts, Organisations, Opportunities, and Notes.
2. Increase opportunities:
Create a New opportunity from a ticket.
3. Grow your contacts:
Create a New contact from a ticket.
4. Auto-mapping:
Default contact mapping
Install Now 1. Choose Department
2. Choose the Profile to access
3. Agree Terms and conditions
1. 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
2. Paste it into the Insightly app and it is good to go.
1. Access Insightly contacts, organisations ,opportunities and notes in Zoho Desk ticket view.
1. Create a new contact from a Zoho Desk ticket view.
1. Add an Opportunity to contact from a Zoho Desk ticket view.
1. View all opportunities related to the contact in a single page. Click on the opportunity to get the detailed view.
