Freshdesk + Insightly
Create new Freshdesk contacts from new Insightly records
Save time in managing client data with this streamlined process. Whenever a new record is added in Insightly, the workflow will generate a new contact in Freshdesk. This ensures all your customer data is uniformly and efficiently maintained across both platforms, freeing your team to focus on customer service instead of data entry. Boost your operational efficiency, and keep your teams perfectly aligned with this seamless data entry process.
Save time in managing client data with this streamlined process. Whenever a new record is added in Insightly, the workflow will generate a new contact in Freshdesk. This ensures all your customer data is uniformly and efficiently maintained across both platforms, freeing your team to focus on customer service instead of data entry. Boost your operational efficiency, and keep your teams perfectly aligned with this seamless data entry process.
- When this happens...New Record
Triggers when a new record is created.
- automatically do this!Create Contact
Allows you to create a User/Customer in Freshdesk for your support domain.
- Free forever for core features
- 14 day trial for premium features & apps
