Connections Drive Productivity, Business, and Community

Computer software has completely changed how we work, and online applications have made our lives even easier with powerful features that can be accessed from any internet connection. If you’re using Insightly to manage your contacts, sales pipelines, and project tasks, it’s likely you’re also using other applications to manage aspects of your business. That doesn’t mean you need to jump from browser tab to browser tab when you want to check the status of an invoice or add a contact to a marketing mailing list. With integrations, you can often bring information and actions together in one app or another. For example, on paid accounts, Insightly offers an integration with QuickBooks Online to display invoice and payment information directly in your contact record.

As Insightly becomes even more popular, other vendors have started building their own integrations using Insightly’s open API to accommodate their customers’ needs. Zapier’s entire focus is on connecting apps like Insightly to other applications. From PandaDoc for document signing and management to TimeCamp for time tracking, we’ve listed them all on our integrations page. Take a look and see if you can connect your other apps or discover new ones to turn up the dial on your productivity!

User Insightly’s QuickBooks Online integration to view invoices and payments.

There’s power in community, so partnering with other businesses in your industry or related industries can result in increased business for all parties and higher satisfaction for your customers. A florist who works with the antique shop down the street to display sample arrangements in their vases will help lead customers from one business to another while increasing local awareness and opportunity. An online accounting service could partner with computer consultants to manage the technical side of hardware and software installation, getting customers up and running with fewer hurdles.

Think about ways of cross-promoting services while serving your customers’ needs. Use Alignable to check out if other local businesses have ideas. Research the reputation of compatible businesses, reach out to them to explain the benefits and goals of a partnership, and be frank about the hurdles you might face. Working together, you can increase your customer base and enhance your customers’ trust in you—a surefire way to keep business growing.