Features available with the Insightly integration:
- Insightly provides you with customer relationship & project management software which you can with this system after its integration.
- After integration procedure is done you can visit to ticket details page & select Insightly link under integration section.
- You will receive all the information of client profile & note details (list contains only those which client mail id match with mail id of ticket owner).
In order to integrate Insightly with this system follow the following steps:
Step 1] Login to your Insightly account: https://www.insightly.com/
Step 2] Go to Profile→ User Settings → API key.
Step 3] One will get the API key from here.
Step 4] Log-in to manage portal,
Settings/Integrations/Insightly
Note: After the successful adding of the Insightly account go to:
Path: Settings/Staff Section/Team/Integration/Insightly/ Select Yes.