About Insightly
Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.
This integration is offered through Zapier, for more information please check this page.
How To Get Started
What you need
- FreshBooks account
- Insightly account
- Zapier account
Steps to connect
- Go to Zapier to create or log into your account.
- Connect your Insightly and FreshBooks account to Zapier.
- Choose what data you want to be synced.
- Your data will now automatically sync between Insightly and FreshBooks.
Zapier gives you the power to integrate FreshBooks with hundreds of other apps to automate your work...
HubSpot connects with FreshBooks to seamlessly manage your clients and get the information you need ...
Capsule CRM app integrates with FreshBooks to allow you to build stronger customer relationships, ma...
Revamp CRM app integrates with FreshBooks to help you collect customer orders, tickets, invoices, au...
noCRM.io CRM app integrates with FreshBooks to help you track and close deals without spending hours...
AgileCRM app can be used with FreshBooks to allow you to automate your sales, marketing, and service...
HoneyBook integrates with FreshBooks to help you book your ideal client faster, more frequently, and...
Solve CRM integrates with FreshBooks so you can go from prospect to projects with one click. We make...