Connect and Integrate
Freshsales with Insightly

Connect Freshsales to Insightly and watch how much smoother your workflows can become with automation.

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Easy Steps to Connect
Freshsales and Insightly

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Select a trigger in Freshsales

Choose an event in Freshsales like “New event in Freshsales,” to set off your automation.

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Automate an Action in Insightly

Connect your Insightly account and select an action like “Take action in Insightly” to make your work flow.

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Customize the Workflow

Build your Freshsales - Insightly automations the way you want with an easy-to-use workflow builder tools that suits your needs.

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to Automate these Workflows

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About Freshsales

Freshsales is a customer relationship management software by Freshworks that automates repetitive tasks and supports multi-channel communication for sales and marketing. It helps sales teams close more deals with a 360-degree view of customer journeys covering lead generation, sales automation, customer engagement, and analytics to help sales teams.
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About Insightly

Insightly is a CRM and project management tool designed for small and medium-sized businesses. With features like lead tracking, project management, and reporting, Insightly enhances operational efficiency. Its integration capabilities streamline data management, making it an essential tool for organizations looking to improve their sales processes and project management efforts.
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