CRM integrations – user's Blog!

December 11, 2017

6 CRM Integrations to Use More in 2018

In this post, we’ll explore six CRM integrations for Insightly worth trying in 2018.

Your CRM is doing some amazing things these days. In addition to tracking all of your leads, contacts, sales opportunities, and tasks, you’ve even deployed a few outside-the-box project pipelines. Yes, your CRM sure is a vital asset for your business.

As helpful as your CRM has become to your business, you may have only scratched the surface. After all, Insightly integrates with more than 40 different web apps, many of which you’re probably using.

Slack Collaboration App

Since launching in 2014, the Slack app has achieved unbelievable growth. In fact, more than 9 million professionals in over 100 countries use Slack each week. Why has Slack become such a staple for businesses? Riding the popularity of the social media revolution, Slack simplifies communication and, frankly, makes it more enjoyable. For many companies around the world, Slack has become the central “hub” for anything worth talking about.

Insightly’s integration with the Slack platform creates a seamless bridge between digital office chatter and your CRM. If you’re an Insightly user (at the Plus plan or above), this integration allows you to do the following in Slack:

Search for records and add notes
Update opportunity states
Create new records
Add tasks with reminders
Stay in the loop with opportunity and project updates

To read best practices for using Insightly’s integration with Slack, click here.

Bedrock Data Integration Platform

Let’s be honest – your company uses a lot of different Saas (software as a service) tools. For starters, you obviously rely on Insightly for sales and project management. In addition, you also subscribe to an online webinar platform, email marketing system, and support ticketing software. And, if you’re even remotely involved with eCommerce, that’s probably just the tip of the iceberg. With so much of your customer information spread across disconnected online databases, keeping your records clean can be a challenge.

The Bedrock Data integration platform allows you to connect your various systems – without programming or developers. Once connected, you’ll be able to manage integrations from Bedrock Data’s intuitive dashboard. The system also takes deduplication off your to-do list by continuously checking for new updates.

Click here for a quick demo of the Bedrock Data solution.

JotForm Online Form Builder

Looking to automatically capture web leads in your CRM? Insightly’s web-to-lead form can be an excellent starting point. If that doesn’t meet your needs, you might want to consider a third-party platform, such as the JotForm platform. With more than 2.5 million users and 200 million form submissions to their credit, JotForm is a very reliable solution for today’s digital marketer.

Enabling Insightly’s integration to JotForm can be especially beneficial for companies with many landing pages. Clone, customize, and integrate forms to Insightly in a flash. The integration makes it easy to match form fields to those already in your CRM. JotForm even allows you to hide certain fields on your form (such as page or campaign-specific details), helping you achieve greater ROI from your marketing efforts.

Learn more about connecting Insightly to JotForm.

Quotient Quote Generator

Getting customers to “sign on the dotted line” isn’t always easy. That’s especially true when they can’t understand how to read your quote.

The Quotient app solves this problem, delivering an engaging quote directly to your prospect’s inbox. Once a quote is sent, Quotient lets you know when:

The lead has opened your quote
Follow up should occur next
Your quote has been accepted

Insightly’s integration with Quotient connects the dots between your proposals and contact records. As new quotes and acceptance emails occur, the integration ensures everything stays up to date in Insightly. Better quoting, better recordkeeping, happier customers.

Click here to read more about Insightly’s integration to the Quotient app.

Google Drive Online Storage Service

Companies of all sizes (big and small alike) leverage the Google Drive online storage service. Why? Well, for starters, Google Drive makes it so much easier to share and collaborate. Unlike traditional spreadsheets or documents, which must be emailed back and forth, Google Drive files are fully shareable with anyone. Better yet, everything is stored securely in the cloud, reducing the likelihood of information loss.

If you’ve used Insightly for very long, you may have noticed that the Google Drive icon is built into the “Files” section of your records. Enabling the integration only takes a few seconds (just click the icon to allow access). Once enabled, you’ll be one click away from your most important Google Drive files. Stop messing with multiple browser tabs – enable Insightly’s integration for Google Drive today.

Everhour Time Tracking Software

Wondering how much time your sales reps spend on administrative work (instead of selling)? Now you can find out by enabling Insightly’s integration for the Everhour app.

Everhour embeds natively into your Insightly account. As your sales associates follow up on leads and opportunities, the Everhour app tracks how much time was spent on what. Need to see which deal is consuming the bulk of your team’s time? Want to learn how many hours are spent on deals prior to close? With Everhour and Insightly, you’ll have the answers you’ve only dreamt of.

Continue reading about Insightly’s integration with Everhour.

Create a More Integrated CRM

Ready to make 2018 the year of integrations for your business? Get started today and try out the 40+ integrations available for Insightly CRM. Productivity, document management, email marketing, time tracking, and marketing automation are just a few of the more popular integration categories. You might be surprised by all of the possibilities!

March 20, 2017

8 CRM Integrations to Utilize More in 2017

Now that we’re well into the new year, it’s a good time to think about how you’re using your CRM. Are you making use of all the integrations that help streamline your workflow? Or, are you missing out on their full potential? Take a look at these valuable integration options so you can make the most of your software and watch your business grow.

Office 365

Microsoft Office 365 is the cloud version of the Office programs, available for a monthly fee. Documents can be stored on your local machine, or in the cloud, allowing you to work anytime, anywhere, on any device, including tablets and smartphones. Plans start at $10/month, ($8.25/month for annual commitments) and include: Outlook, Word, Excel, Powerpoint, and OneNote. PC users can also get Access and Publisher. Integrations with your CRM allow you to include documents in projects and share with other members of your team.

Because not every business uses Office 365, most CRMs, including Insightly also provide integrations with GSuite; the GDrive Apps that you can access for free, like Drive, Docs, Sheets, Slides, and Forms.

OneDrive

Microsoft OneDrive is included as part of the Office 365 experience. It’s a file sharing platform that makes it easy to share large files with one or more people. With this integration, you can automatically store project files in the cloud, and have them shared with anyone who’s on the project. It’s worth noting Insightly also integrates with Box and Dropbox, two other widely cloud storage platforms. This way, no matter which one you choose to use in your business, you’ve got an integration that will make your life easier.

Zapier

If you’ve got a paid Zapier account – plans start at $20/month – then you can create a lot of your own integrations and build workflow automations to increase efficiency and save time. Because Zapier works with more than 500 apps, you can force any number of integrations that aren’t directly available through your CRM provider.

Send your Gravity Forms contacts to Insightly, or create new contacts from new Gmail emails. Create Trello cards from new tasks. Create new opportunities from your email subscribers. Using Zapier, you’ll never have to worry about manually importing or exporting contacts, opportunities, or tasks again. Your zaps can be up and running in seconds, and save you countless hours over the course of a year.

Quickbooks Online

Unless you’re a professional bookkeeper or accountant, you know what a hassle it can be to track business income and expenses. Once you integrate the two platforms, you can view records and copy information between the two systems. You can link your Quickbooks information to organizations, projects, opportunities, or contacts. It helps you keep track of which contacts are bringing in the most money, and which ones are costing you the most money.

Hubstaff

If you need to track time spent working on a project – either on a project by project basis, or for hourly tracking – Hubstaff makes it easy. You can automatically track time on each task, assign priorities to users in your CRM, and push those to user desktops. You can see screenshots of what members are working on, ensuring they’re staying on task, and get in-depth reports of time spent on tasks.

MailChimp

MailChimp is an email marketing software that grows with your business. It’s free for up to 2,000 subscribers. This integration allows you to export leads and contacts from your CRM to your MailChimp lists, and import your subscribers as contacts. You can view campaign statistics, and update member information with your CRM data during export.

Microsoft Flow

Microsoft Flow is another task automation option. At this time, there are just over 100 apps that can be connected to automate processes and tasks, including Basecamp, Dropbox, Chatter, OneDrive, MailChimp, and many more applications you use.

The more integrations you can use with your CRM, the more efficient your workflow can become. Yes, it will take some time to set everything up the way that makes the most sense for your organization, but once that initial setup is done, it will make operations a breeze.

At Insightly, we offer a CRM used by small and mid-sized businesses from a variety of verticals. Learn about all of Insightly’s features and plans on our pricing page or sign up for a free trial.

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July 13, 2016

Are You Using These Insightly Integrations?

There’s no such thing as a “one size fits all” when it comes to CRM. This is especially true for small and growing businesses – your needs can change daily. In order to meet the needs of our growing customer base, both big and small, we combine Insightly’s capabilities with the best apps on the market. These are a few highlighted Insightly integrations you may be missing out on:

Accounting and payroll software: Xero & QuickBooks Online

Xero creates visibility throughout the entire process – from early prospect communication, through to sales, invoicing, and payments, Insightly’s integration with Xero allows you to draft invoices from within your CRM, which means you will never lose track of customer payment information and will help to get you paid faster.

Also, with our QuickBooks Online integration, users can view any customer payment status and history within Insightly. Dual data entry is eliminated, giving you a single operational and financial view of your customers and their account status, invoices, and payments.

Proposable

Proposable offers sales proposal automation and sales intelligence for sales teams. When a proposal is sent, Proposable automatically creates an Insightly opportunity and continually updates the opportunity in real time as your contact interacts with it.

MailChimp

Email marketing with MailChimp is even easier when integrated with Insightly. Now, you can import contacts to Insightly from your MailChimp account and export to any of your MailChimp Lists, cutting down on the repetitiveness of an unnecessary task.

Evernote

Insightly offers users the ability to link Evernote items to Insightly records.

All your recorded notes, photos, voice memos, and other important information about clients and projects that housed in Evernote can be immediately accessed from within your CRM.

Zapier

Zapier automates workflows between Insightly and more than 600 apps –say goodbye to manually importing and/or exporting contacts, tasks and opportunities. Connections, which are called Zaps, perform all the tedious, manual tasks you used to do, letting you focus on the things that matter.

PandaDoc

PandaDoc helps you build and deliver quotes and proposals from a single interface. This means you can automate your workflow, stay up-to-date on documents, and quickly close deals with legally binding eSignatures. Insightly + PandaDoc allows you to build sales collateral from within the platform by pre-populating deal data with prospect contact information, product, and pricing details into sales documents.

Here at Insightly, we’re always working to make your CRM and contact management tool easier to use and with the most up-to-date integrations so you can be as productive and efficient as possible. With these highlighted integrations, you and your team can create deep customer relationships even after the sale, which will make your customers happier and more loyal for the long haul.

Do you have a suggestion for a new integration? We want to hear from you; post your idea in our community section.

At Insightly, we offer a CRM used by small and mid-sized businesses from a huge variety of verticals. Learn about Insightly’s features and plans on our pricing page or sign up for a free trial.