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Generate more leads with the Salesforce® + Insightly integration
Salesforce® / Insightly
Integrations

Streamline your data management process with the Salesforce® + Insightly integration

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Does Salesforce® integrate with Insightly? Yes, thanks to our tool! LeadsBridge is a reliable integrations platform that supports you with 370 integrations. Start now connecting Salesforce® and Insightly

Quick summary of Salesforce®

Salesforce® provides a powerful, convenient, and simple Web services API for interacting with Lightning Platform.

Salesforce® uses the same underlying data model and standard objects as those in SOAP API. REST API also follows the same limits as SOAP API.

The Salesforce® advantages include ease of integration and development, and it’s an excellent choice of technology for use with mobile applications and Web 2.0 projects. To use the API requires basic familiarity with software development, web services, and the Salesforce user interface.

Quick summary of Insightly

Insightly is a CRM for small and mid-size business owners and entrepreneurs, designed to grow your business building strong, long-lasting customer relations.

Insightly lets you get many relevant data about your customers and leads, in order to: Increase your leads. Insightly increase your lead generation by scanning business cards. Moreover, you can create website opt-in forms, integrate the platform directly with your gmail and outlook account or connecting Insightly to other online platforms. Increase your sales. Follow up your leads and increase sales with marketing automations. Improve your customers lifetime value

Thanks to a comprehensive contact management, you can easily manage your leads and learn about their behaviors and preferences (key relationships, social profiles, and much more). Moreover, Insightly lets you capture links between contacts and learn more about their business environment and networks. Work wherever you are. No matters if you have a meeting on the other side of the world. With the Mobile CRM app you can work from everywhere. Get access to insight data from the mobile app and learn everything you need about your customers to get prepared for your next meeting.


What you can do with Salesforce® and Insightly

Create new Insightly leads in tags with Salesforce®

Create new Insightly leads in lead sources with Salesforce®

Create new Insightly contacts in tags with Salesforce®

Create new Insightly contacts in lead sources with Salesforce®

Update Insightly leads in tags with Salesforce®

Update Insightly leads in lead sources with Salesforce®

Update Insightly contacts in tags with Salesforce®

Update Insightly contacts in lead sources with Salesforce®


Other popular Insightly integrations offered by LeadsBridge

No integration available but…
Send us a request and we’ll put on our integration roadmap!


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