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Insightly

Integration by Insightly

Insightly integrates with FreshBooks to help you grow your business by building stronger customer relationships and exceeding expectations every step of the way.

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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

  1. Go to Zapier to create or log into your account.
  2. Connect your Insightly and FreshBooks account to Zapier.
  3. Choose what data you want to be synced.
  4. Your data will now automatically sync between Insightly and FreshBooks.

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