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Insightly integrate with Fluent Forms

Tailor the standard sales processes of contact, lead, and opportunity management with Insightly and Fluent Forms

Insightly website Documentation

About Insightly

  • Insightly is a powerful CRM and project management tool that improves customer relations and teamwork.
  • Its simple interface and strong features like contact management, project tracking, and workflow automation help firms function more efficiently.
  • The platform’s advanced analytics and reporting features reveal consumer interactions and corporate success.
  • Insightly and Fluent Forms integrate data capture and synchronization to send customer data directly to your CRM for better management and follow-up.

How to Integrate With Fluent Forms

Integrate your Insightly account easily with Fluent Forms Pro by following these steps.

Steps for Integrating Insightly with Fluent Forms:

  • Activate the Insightly Module.
  • Get your Insightly API URL & API Key.
  • Use the API URL & API Key with the Insightly module.
  • Create/Use a form with Fluent Forms.
  • Set up the integration feed and map the input fields.

Use case

  • Contact Enrichment: To enrich your contact database, utilize Fluent Forms to automatically capture and sync user data with Insightly. This ensures your CRM has the latest and most accurate data for improved communication.
  • Lead Generation and Tracking: Fluent Forms can capture names, email addresses, and special interests for lead generation and tracking. You can swiftly track and nurture leads during the sales process by sending this data directly to Insightly from the interface.
  • Custom Workflow Automation: Automate Insightly workflows with Fluent Forms. Assign tasks to your sales staff, send automated follow-up emails, and update contact information based on user input.
  • Survey and Feedback Collection: Use Fluent Forms to collect client feedback and survey responses, then import them into Insightly. This integration lets you assess customer happiness and improve services quickly.

Category

CRM

Connection Type

Direct Integration

Plan Needed

Pro

Learn More

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