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Insightly CRM Connector

Manage Insightly CRM projects and their related information from Zoho Projects.

This extension allows users to view related Insightly project details like Contact, Opportunity & Organisation from Zoho Projects.

License Cost

  • 10 days of free trial

  • Post that $5/month for unlimited users in your account

How it Works

  • Install the extension

  • Get Insightly API key from Manage Account > User Settings

  • Copy & paste this key to CRM while installing the extension 

  • Post this you will be able to Insightly CRM projects and their related information right from Zoho Projects

  • Please refer to this help guide link for more information

Features

  • Create Task in Insightly from Zoho Projects

  • Create Contact, Opportunity & Organisation for Insightly from Zoho Projects

  • View related Insightly project details like Contact, Opportunity & Organisation from Zoho Projects

Disclaimer

This extension enables users to create projects in Insightly from Zoho Projects as well as associate the current Insightly projects into Zoho (project name is Insightly & Zoho Projects should match).  Further Zoho Projects users can view Contact, Opportunity, and Organisation for associated Insightly projects from Zoho Projects. This provides a fast, accurate and secure project management for Insightly CRM right from your Zoho Projects instance.

Privacy Policy

EasyToCheck Software Solutions adhere to all security protocols while gathering any user data. The plugin developed by us follows AUTH 2.0 protocols to integrate Zoho CRM with Quickbooks Online account. With this we do not gather any personal or account related data.
 

Any personal information collected by these applications will not be stored or transmitted to us. However we have no control over or access to specific information provided by Zoho or Insightly , such as email ID or phone number so that we can support your better

 

Help & Support

For any assistance or more information about the connector, please get in touch with us. You can either mail your queries on zoho@easytocheck.com or fill up the support form