Connect and Integrate
Insightly with Freshchat
Connect Insightly to Freshchat and watch how much smoother your workflows can become with automation.
Easy Steps to Connect
Insightly and Freshchat
Select a trigger in Insightly
Choose an event in Insightly like “New event in Insightly,” to set off your automation.
Automate an Action in Freshchat
Connect your Freshchat account and select an action like “Take action in Freshchat” to make your work flow.
Customize the Workflow
Build your Insightly - Freshchat automations the way you want with an easy-to-use workflow builder tools that suits your needs.
Connect Insightly and Freshchat
to Automate these Workflows
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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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About Freshchat
Freshchat is a messaging platform designed for customer engagement and support. With features like live chat, chatbots, and automation, Freshchat enhances customer interactions and improves response times. Its integration capabilities streamline workflows, making it a valuable tool for businesses focused on optimizing their customer service and engagement strategies.
Learn more