Category: Product News

Only available on our Professional and Enterprise plans, Insightly’s automated workflows, are like smart robot assistants that live in your account. You tell them what to do, when to do it, and they take action when you specify. For example, you can automatically send an email when a lead hasn’t been followed up with in the last 30 days or you can automatically update a field when a contact becomes a customer. And, now, we’ve added the ability to “Add a New Webhook” which means that you’re able to use workflows with other tools that support webhooks like Zapier or Google Sheets.

Some examples of how this improvement can be used are:

• Send won opportunity information to a Google Sheet so that their finance team has the most current booking information.
• Adding a lead to MailChimp list for an email campaign when the lead is interested in a specific product type or other criteria.
• Sending CRM data to Zapier and the hundreds of other apps that support Zapier.

As you can imagine, webhooks in workflows opens up a lot of possibilities, especially when you connect to a service like Zapier. Some of the benefits of using workflow webhooks are:

• Increased team productivity. When using a webhook, users can efficiently take actions in other systems which helps make your team more productive. For example, users can automatically add leads or contacts to a mailing list for an email campaign.
• Improved team collaboration. Users can automatically keep other teams & departments updated since adding a webhook allows users to send CRM data to other systems that different teams use.
• Time savings. Users no longer needs to manually export and import data to ensure teammates are updated. Once a workflows webhooks are set up, data flows freely between systems with no manual intervention required.

With webhooks in Workflow Automation, you’ll never let updating your CRM interfere with key business initiatives again. Learn more about Workflow Automation in our help articles or you can check it out for yourself on a free trial account.

There’s a personal assistant for your phone, your home, your laptop and more. So, why wouldn’t you need an assistant for your CRM within your primary workplace chat application like Slack?

The Insightly Assistant will help you find, create, and update Insightly records right from Slack, and with straightforward natural-language communication. It’s like chatting with a helpful colleague or teammate.

With a smart assistant in Slack, your team can now focus on its most important opportunities, your business’ most important tasks and more.

Using the Insightly Assistant, you can do things like (see below):

• Be notified when an opportunity is won in Slack
• Search for contacts and leads from Slack
• Create new leads or contacts from Slack
• Add notes to leads or contacts from Slack
• Create Insightly tasks for yourself from Slack
• Change the stage of an opportunity from Slack

If you’d like to learn more, you can read about it in our help article. And, the best news of all is that the Insightly Assistant is available now on all paid Insightly Plans.

If you like this announcement, be sure to share and like it on social media!

Have you ever wanted to know the email addresses of all contacts linked to all won opportunities? Or, have you ever wanted to know the industry of all organizations linked to projects in a particular stage? Well, now you can!

Using the Linked Items Report, you can find out all of those email addresses and more. In addition to viewing email addresses, you can view the relationships between different record types (contacts, organizations, opportunities and projects). You can create reports of connections like:

• All contacts with the opportunities and projects they are involved with
• Decision makers and influencers for each opportunity
• Stakeholders and contributors linked to each project
• Employees or members linked to your organizations

You can find out more about it in our help article. If you like this improvement, be sure to share and like it on social media!

As any growing business owner or manager knows, your customers’ glowing endorsement is your best source of new customers. We here at Insightly are no strangers to this either. So, we’re launching our first ever Refer-a-Friend Program to encourage and reward you for recommending Insightly to your friends and colleagues. So, when you refer a friend to Insightly, both of you will be rewarded for signing up for Insightly.

When your friends sign up using your link, they’ll get a $10 credit and you’ll get a $25 credit when your friend spends $25 with Insightly. And, the best news is that you can refer as many friends as you want, there is no maximum on the amount of credits you can accrue, and your credits never expire. (Terms and conditions apply.)

To participate, simply sign up for an Insightly account or log into your account. Once you’re logged into your account go to: “Profile Icon” -> “User Settings” -> “Referrals”. Once there, you can:

• Refer your Gmail contacts to Insightly via email
• Post your unique referral link to Twitter
• Copy your unique referral link to paste it where you want to share it
• See the status of all of your referrals

The tutorial video below explains it all. Or, if you prefer, you can read about it in our help article.

If you like this program, be sure to promote your referral link on social media!

Does it take ages to answer regular simple questions about your business performance because you’re wading through data? Are canned reports too inflexible to provide the answers you need? Are specialized business intelligence tools too complicated to use and integrate? Now, with Insightly’s custom reports, you can use charts and graphs to easily answer questions about your business. Not only can you answer questions about your opportunities, tasks, leads, contacts and organizations, but also projects. So, you’ll always be able to stay on top of the health of your business effortlessly.
For example, a line chart can easily tell you how well your business is converting leads by month. Or, a funnel chart can tell you how many opportunities are in a each stage and the aggregate value of those opportunities in each stage. (See below.) Once you know the patterns in your key business metrics, you can quickly take action to make sure business is moving in the right direction.

Measuring your business performance is just as important as managing your business. And, it’s crucial to keep a good balance between the two. If you spend too much time managing your business, but not measuring it, then you can easily get sidetracked. With Insightly’s Custom Reports with Charts, you can quickly and easily get answers about your business so you can remain focused on the priorities that improve your business.

The tutorial video below explains how you can get started with Insightly’s charts in custom reports. Or, if you prefer, you can learn more about it in our help article.

And, we’ve saved the best news for last. This feature is available on ALL plans – including our free plan. So, you can visualize your business data at no additional cost.

If you like this update, be sure to share and like this post on social media!

When you’re on the go, preparing for meetings and taking calls, you need to find those critical pieces of information like an opportunity’s details, the status of a task and more. Now with Insightly’s app, you can easily do just that with its improved filtering. With filtering, you can find records that are assigned to or created by specific users, are using a specific tag, are in a specific state, and much much more. The screenshot below should provide a better sense of how you can filter your data.

 

In addition, we’ve added a few other goodies to Insightly’s app which are listed below. (See screenshots below.)

• Using customized State Reasons? Now you can select one when editing an opportunity’s state.
• Force Touch on iPhone 6s & up. Hard press the app icon to search or add a new task, contact, or lead right from the Home screen.

 

And, one more thing, we’ve also made some improvements in an earlier version (3.16) that are worth a small amount of your attention.

• Are you using an account with Advanced Permissions? Our mobile apps now respect the permission settings that you have configured in the web app. So, users will only be able to view, edit and delete items to which they have access.
• Do you want to automatically open the Insightly app when you click on an Insightly link? Now, you can!  So, if you receive an Insightly email notification and you click on a link to an Insightly record in it, the Insightly app automatically opens and takes you to the appropriate record.

If you like and want to use these features, make sure that you update your Insightly app to the most recent version (3.17).

And, you can learn more about our mobile app in this help article. And, if you like these improvements, be sure to like and share it on social media!

Do you use the same probability of winning for every stage of every opportunity? Are you tired of manually updating the “Probability of Winning” field on your opportunities when the opportunity reaches those stages? Well, with our new “Opportunity Stage Probability” improvement, you can do exactly that. All you have to do is define the “Probability of Winning” field when you’re defining your pipeline stages. Then, when your opportunity reaches each stage, the “Probability of Winning” field is automatically updated to the percentage you’ve set for that stage. (See screenshot below.)

With this improvement, you can ensure that consistent probabilities are used across all of your opportunities. As a result, you can have a better view into the expected revenue in your sales pipeline. (Remember, expected revenue is calculated as “Opportunity Value” * “Probability of Winning”.) So, not only will you have a better view into each opportunity, but you will also have a better view into how much value is in your sales pipeline by stage. And, the good news is that this improvement is available on all plans.

You can learn more about it in our help article or you can try it out in a free trial.

If you like this improvement, please be sure to like and share it on social media!

Is your team spending more time updating your CRM than on efforts that actually grow your business? Is your team missing follow ups and opportunities because your CRM isn’t properly updated? With Insightly’s Workflow Automation, you’ll spend less time updating your CRM and more time growing your business.

Insightly’s automated workflows are like smart robot assistants that live in your Insightly account. You tell them what to do, when to do it, and they take action as instructed. For example, you can automatically send an email when a lead hasn’t been followed up with in the last 30 days or you can automatically update a field when a contact becomes a customer. In more formal terms, Insightly’s automated workflows are a set of actions, predefined by you, that are executed when criteria you specify are met. Our one minute video below explains it best.

In the workflow screenshot below, you can see that any “Not Contacted” leads in the states of “CA” and “OR” and that are assigned to “JC” receive an email immediately and are marked as disqualified after 21 days if no contact has been made. (If contact has been made with the lead, JC would manually change the lead’s status to “Contacted” which would stop the workflow from changing the lead’s status to “Disqualified” at 21 days later. Of course, JC would want to send more than one follow up email to the lead, but for this example’s sake, we’re just sending one follow up email.)

As you can see in the expanded actions menu in the screenshot above, you can perform a bunch of actions such as:

• Add a task
• Send an email
• Add a new record (Lead, Contact, Organization, Opportunity, or Project)
• Update this record

Not only can you send a bunch of emails and update a record using a workflow, but you can also create new records and add a task all in the same workflow. As you might imagine, the possibilities are limitless. In fact, the possibilities are so plentiful that we want to hear from you how you plan to use Workflow Automation. To do so, just share your plan in our “Inside Your Insightly” community forum.

One last thing in case you were wondering, Insightly’s automated workflows support all record types (Leads, Contacts, Opportunities, Organizations, Opportunities and Projects) and all field types – including custom fields!

With Insightly’s Workflow Automation, you’ll never let updating your CRM interfere with key business initiatives again. Learn more about Workflow Automation in our help articles or you can check it out for yourself on a free trial.

And, if you like this feature, be sure to like and share it on social media!

We’ve all been there. We add leads, contacts and organizations to Insightly through manual imports, web forms and the API. The result is that multiple records are created for the same contact or lead. And, not only do duplicates render reports inaccurate, but they also drive up your record count and use up more storage space.

Well, I’m happy to announce that this is no more!  You’ve had the ability to SmartMerge Organizations, but, now you can SmartMerge Leads and Contacts too. So, those pesky “dupes” will no longer haunt your reports, drive up your record count or use up unnecessary storage space.

Using SmartMerge, you’ll quickly identify all of your duplicate records and be able to tell Insightly what records to merge or you can find duplicates of specific leads or contacts and merge them.

And, once you’ve identified what records you want to merge, just indicate what record is the “Master Record”, click “Merge”, and the records will be merged. Once merged, you’ll have one record with all of the empty fields populated in the master record and all “non-master” records will be placed in the recycle bin. So, there’s no need to fret about losing any data.

The attributes that are merged for contacts are: links, tags, tasks, notes, emails, file attachments, contact infos, dates and addresses. And, the attributes that are merged for leads are: tags, tasks, notes, emails, file attachments and addresses.

The best news is that this improvement is available on all of Insightly’s plans – including the free plan. So, if you’ve got a ton of leads or contacts and you want to make sure you don’t have any duplicates, check out this improvement.

Learn more about managing duplicates in our help guide and, if you like this improvement, be sure to like and share it on social media!

By popular request, I’m happy to announce Insightly’s improved Import Wizard. With it, you can now update your Insightly records in bulk. So, you’ll never have to manually update numerous records again. For example, if you just exhibited at a trade show, received a list of booth visitors and want to mark them as such in Insightly, you can now easily do it with just a few clicks. And, not only does it update existing records, but it also adds new records if a match isn’t found. And, if you think this only supports leads or contacts, you’ll be happy to know that the new Import Wizard allows you to update all Insightly records; leads, contacts, organizations, opportunities, projects and tasks.

With Insightly’s improved Import Wizard, you’ll never have to manually update numerous records again. Learn more about it in our help articles. And, if you just want to learn about importing to Insightly, in general, consult our Importing Guide.

And, if you like this feature, be sure to like and share it on social media!