Insightly + Nusii Integration

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.

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.

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!