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CRM Integration - Insightly

Insightly is a sales management software and CRM and the most popular CRM between G Suite and Office 365 small to medium business users.

Integrating your Insightly CRM with WhatConverts gives you a better understanding of your company’s incoming leads. Traditionally, a lead can be manually inputted into your CRM software or automatically updated from incoming calls, form submissions or chats.

With WhatConverts, you get that information and more all sent directly into your Insightly CRM to give you the information of where the customer was on your page when they submitted a lead, what marketing brought them to you and provide chat transcripts and call recordings – not only helping you manage your incoming leads, but also have the information at hand for the product or service the customer was viewing on your site and what marketing materials prompted them to reach out.

WhatConverts can update sales value information from your leads in Insightly to give you a clear picture of how your marketing efforts are performing and which channels could use some help.

WhatConverts answers your conversion questions including:

  • What marketing inspired a customer to reach out?
  • Are the leads coming into my business leading to sales?
  • When a customer fills out a form or calls, is that a “good” lead?

With WhatConverts, you have the tools to see what marketing converts, whether they call, chat or begin the sales journey with a form submission; we track those conversions and sales back to the marketing responsible, giving you the complete marketing picture.

Insightly

Create New Contacts or Deals In Insightly from leads received from:

  • Phone Calls
  • Web Form Submissions
  • Web Chat

Update your Marketing Leads from Insightly in WhatConverts:

  • Quote (Deal) value
  • Sales (Deal) value

See Marketing Source and Medium Reports by :

  • Total Leads
  • Quotable Leads
  • Total Quoted Value
  • Total Sales Value

See Marketing Campaign and Keyword Reports by :

  • Total Leads
  • Quotable Leads
  • Total Quoted Value
  • Total Sales Value

More information on how to integrate with Insightly.

Insightly CRM Integration