Insightly + Teamwork Desk 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 Teamwork Desk 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.

If you're using {{trigger.CustomerSupport}} to manage your customer support tickets, you may be wondering how to also create corresponding contacts in Insightly. Luckily, it's a process that's pretty simple to set up.

Use this {{trigger.CustomerSupport}} - Insightly integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a contact in Insightly.

This makes it easy to keep track of your support tickets and contacts in one place.