Freshdesk + Insightly Integration

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Insightly + Freshdesk Integration

Create Freshdesk ticket for new Insightly opportunity

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 Freshdesk 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.
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Freshdesk + Insightly Integration
1.
  • Freshdesk
    Ticket is updated in Freshdesk
  • Freshdesk
    Ticket note is created in Freshdesk
  • Freshdesk
    Ticket is created in Freshdesk
  • Insightly
    Task is created in Insightly
  • Insightly
    Lead is created in Insightly
  • Insightly
    Lead is updated in Insightly
  • Insightly
    Opportunity is created in Insightly
  • Insightly
    Organisation is added in Insightly
  • Insightly
    Organisation is updated in Insightly
  • Insightly
    Contact is updated in Insightly
  • Insightly
    Contact is created in Insightly
  • Insightly
    Project is created in Insightly
2.
  • Freshdesk
    Create Ticket in Freshdesk
  • Freshdesk
    Add Notes to a Ticket in Freshdesk
  • Freshdesk
    Update ticket in Freshdesk
  • Freshdesk
    Get ticket by Id in Freshdesk
  • Freshdesk
    Create Contact in Freshdesk
  • Freshdesk
    Update contact in Freshdesk
  • Freshdesk
    Create Company in Freshdesk
  • Freshdesk
    Search company in Freshdesk
  • Freshdesk
    Search contact in Freshdesk
  • Freshdesk
    Create Forum in Freshdesk
  • Freshdesk
    Create Forum Category in Freshdesk
  • Freshdesk
    Get group by Id in Freshdesk
  • Freshdesk
    Get agent by Id in Freshdesk
  • Freshdesk
    Create a forum topic in Freshdesk
  • Insightly
    Update opportunity in Insightly
  • Insightly
    Create contact in Insightly
  • Insightly
    Search contact in Insightly
  • Insightly
    Create opportunity in Insightly
  • Insightly
    Search opportunity in Insightly
  • Insightly
    Create lead in Insightly
  • Insightly
    Search lead in Insightly
  • Insightly
    Create task in Insightly
  • Insightly
    Search user in Insightly
  • Insightly
    Create organisation in Insightly
  • Insightly
    Search organisation in Insightly
  • Insightly
    Create project in Insightly
  • Insightly
    Search project in Insightly
  • Insightly
    Get contact by id in Insightly
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