InsightlyCRM for Zoho Desk

InsightlyCRM  for Zoho Desk

Key Points

  1. Easy-access:
    1. Access Insightly's Contacts, Organisations, Opportunities, and Notes
  2. Increase opportunities:

    1. Create a New opportunity from a ticket
  3. Grow your contacts:
    1. Create a New contact from a ticket
  4. Auto-mapping:
    1. Default contact mapping




Step 1

Setting Up

1. Choose Department
2. Choose the Profile to access
3. Agree Terms and conditions








Step 2

Authorize Zoho Desk Service

  1.  API key :  A support agent can get the API key from the Insightly portal.
                      - Click your profile from the top right drop down menu.
                      - Select “User settings”
                      - Go to API Key.
                      - Copy the API key
      2. Paste it into the Insightly app and it is good to go.






Step 3

Access Insightly contacts

1. Access Insightly contacts, organisations ,opportunities and notes in Zoho Desk ticket view.








Step 4

Add Contact

1. Create a new contact from a Zoho Desk ticket view.








Step 5

Add Opportunity

1. Add an Opportunity to contact from a Zoho Desk ticket view.








Step 6

Opportunity List view

1. View all opportunities related to the contact in a single page. Click on the opportunity to get the detailed view.






All set go , Explore Insightly- Zoho Desk Integration and contact us For any support help@oapps.xyz

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