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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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Integration by Insightly

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.

Details

3rd Party App

What's This

Make FreshBooks even more powerful with third-party integrations like Zapier and OneSass. They connect FreshBooks to over 700 apps so you can customize your workflow and get more done in less time. Check out the “How to Get Started” section for more details.

Availability

International

Need Help?

Contact Insightly for help at these links:

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Tagged

customer relationship management project management

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