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Social Intents + Insightly Integrations

How to connect Social Intents + Insightly

Zapier lets you send info between Social Intents and Insightly automatically—no code required.

When this happens...
Social IntentsSocial Intents
Chat Closed

Triggers when a chat is closed by an agent.

automatically do this!
InsightlyInsightly
Create Record

Creates a Record

Supported triggers and actions

What does this mean?

How Social Intents + Insightly Integrations Work

  1. Step 1: Authenticate Social Intents + Insightly.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps
social-intents logo
social-intents logo
social-intents logo

About Social Intents

Social Intents lets you live chat with your customers in real-time to provide exceptional service.

Related categories

Customer Support
insightly logo
insightly logo
insightly logo

About Insightly

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.
Learn More

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