"Insightly is a customer relationship management platform that provides data storage, customer management, and sales management to over 1.5 million users."

"How can you utilize Insightly inside LiveAgent?"

"You can view customer data inside LiveAgent, get efficient workflow and manage customer information from LiveAgent."

"How to integrate Insightly with LiveAgent?"

"Go to LiveAgent and open Configuration \u003e Email \u003e Mail Accounts. Create a new email and select Other. Select IMAP/POP3, provide your details and click Save."

Insightly

Integrate Insightly CRM with LiveAgent to manage customer relationships, store data, and oversee projects directly from your dashboard. Benefit from efficient workflows, real-time updates, and seamless customer management without switching apps.

Zapier Integration

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Insightly integration

Insightly is a customer relationship management (CRM) solution. It’s used for building relationships, storing data, delivering projects and managing sales.

How can you use it?

Customer information, new or updated records and updated fields on records notifications keep you informed. Create, update or find records, manage your customers or start conversations from your LiveAgent dashboard.

Benefits

CRM capabilities in your dashboard
Keep track of important updates and news
Manage records, customers and start conversations without switching apps

Frequently asked questions

What is Insightly?: Insightly is a customer relationship management platform that provides data storage, customer management, and sales management to over 1.5 million users.
How can you utilize Insightly inside LiveAgent?: You can view customer data inside LiveAgent, get efficient workflow and manage customer information from LiveAgent.
How to integrate Insightly with LiveAgent?: Go to LiveAgent and open Configuration > Email > Mail Accounts. Create a new email and select Other. Select IMAP/POP3, provide your details and click Save.

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