InsightlyCRM for Zoho Desk
Access Insightly's Contacts, Organisations, Opportunities, and Notes
Create a New opportunity from a ticket
Grow your contacts:
Create a New contact from a ticket
Default contact mapping
1. Choose Department
2. Choose the Profile to access
3. Agree Terms and conditions
Authorize Zoho Desk Service
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.
Access Insightly contacts
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 Opportunity to contact from a Zoho Desk ticket view.
Opportunity List view
1. View all opportunities related to the contact in a single page. Click on the opportunity to get the detailed view.
All set go , Explore InsightlyCRM integration and contact us For any support email@example.com