Insightly + Nusii Integration

Are you a Insightly user who also uses Nusii for proposal writing? If so, we have some great news for you! This integration will allow you to create proposal in Nusii directly from opportunity in Insightly.

This means that you can save time by automatically creating proposal based on the information contained in your opportunity. Plus, it's easy to get started - simply click activate and connect your Insightly and Nusii accounts.

If your company uses Insightly, and you need to create proposal, there's an easy way to do it using Nusii. When you create a new organisation in Insightly, this integration will automatically create a proposal for you in Nusii.

You can then modify the proposal as needed, and send it to your potential clients. This saves you time and effort, since you don't have to create the proposal manually or switch between programs to create the proposal.

Insightly is a great CRM tool for managing customer data, but it can be time-consuming to create a new client record in Nusii every time you add a new contact.

But don't worry anymore. With this Nusii Salesforce integration, you can connect your contact and client records, so that when a new contact is created in Insightly, you'll automatically receive a corresponding client record in Nusii.

As a sales representative, you know that creating a proposal is an important step in sealing the deal. But what if you could create that proposal right within Insightly? With this integration, you can!

When you create a contact in Insightly, Nusii will automatically create a proposal for you. This makes it easy to get started and keep your proposal organized.

Ready to try it out? Get started today!