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.