Add opportunities to Insightly from Zendesk tickets

Our help desk is a central hub of communication to many businesses. When emails come in, we may want to have different outcomes with them, such as sales opportunities. Instead of copy the information by hand from one app to another, let Zapier do all of that heavy lifting for you automatically.

How It Works

  1. You have a new ticket in Zendesk
  2. Zapier automatically creates an opportunity in Insightly

What You Need

  • Zendesk account
  • Insightly account
Add opportunities to Insightly from Zendesk tickets
Zendesk integration logo

Zendesk is a web-based help desk support tool that makes it simple to provide great customer support.

Insightly integration logo

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.

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