Insightly + Trengo Integration

Insightly is a great tool for managing customer relationships. However, when an opportunity is created in Insightly, it can be difficult to track the progress of that opportunity and ensure that all interactions with the customer are documented. This can be a challenge for customer support teams, who need to track every interaction with a customer in order to provide excellent service.

A solution to this problem is to create a ticket in Trengo whenever an opportunity is created in Insightly. This will help ensure that all interactions with the customer are documented and tracked and that the customer support team has visibility into the progress of the opportunity.