About the connector
Insightly CRM
Connect Insightly CRM with the systems supporting sales, service, and operations. Flowgear helps teams share customer records and supporting information, reducing duplicate entry and keeping business handoffs connected.
Overview
Insightly CRM manages customer relationships and related sales and service records. Flowgear can search and retrieve supported records, create new information, and update or delete existing records.
Workflows can also upload and download supported images or attachments. Combine these steps with record updates so customer information and its supporting files can move through the same business process.
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