See On-Demand Demo

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

Get a FREE presentation of WhatConverts

One of our marketing experts will give you a full presentation of how WhatConverts can help you grow your business.

See On-Demand Demo
Whatconverts Features for your Business
CRM Lead Qualification
Lead Management CRM Lead Qualification

We can set up the WhatConverts integration with your existing CRM.

Export Current Data Set
Lead Management Export Current Data Set

Simply download only the visible columns you have pulled up in your dashboard.

Export All Data
Lead Management Export All Data

Download or send your entire data set with one click.

CRM Lead Valuation
Lead Management CRM Lead Valuation

Set up integrations so that lead value is instantly transferred between WhatConverts and the CRM

Recommended Help Topics
Help Document Zoho CRM Integration

Last update on March 7, 2022

Integrations
Help Document Insightly CRM Integration

Last update on August 15, 2022

Integrations
Help Document HubSpot CRM Integration

Last update on August 15, 2022

Integrations
Join 20,000+ other marketers and start getting marketing clarity

Subscribe to our newsletter and get proven marketing strategies for growing your business.

    Suggested Blog Articles
    Enhanced Lead Tracking With Your CRM
    Lead Analytics Enhanced Lead Tracking With Your CRM

    Last update on Aug 27, 2018

    Avoid These 6 Mistakes in Digital Marketing Analytics
    Lead Analytics Avoid These 6 Mistakes in Digital Marketing Analytics

    Last update on Oct 14, 2019

    The Benefits of Bad Leads: Why Lead Qualification Matters
    Lead Tracking The Benefits of Bad Leads: Why Lead Qualification Matters

    Last update on Nov 12, 2019

    ready to get marketing clarity?

    Grow your business with WhatConverts

    14 days free trial Easy setup Dedicated support
    G2 Users Love Us Badge
    G2 High Performer Badge
    G2 High Performer Small Business Badge
    G2 Momentum Leader Badge
    G2 High Performer Europe Badge