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.
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
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
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.
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 Projects with Insightly 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 firstname.lastname@example.org or fill up the support form