Overview of Insightly connector
Insightly is a great tool to help small businesses deal with the vital task of managing leads, contacts, organizations, partners, vendors and suppliers. It has prebuild Integration with Box, Drop Box, One Drive, Google Drive, Intuit QuickBooks and Xero.
Insightly is a cloud based CRM.
Key Features of Insightly are as below:
- Lead Management
- Contact Management
- Calendaring and Events
- Linking (Direct Relationships Between Contacts, Organizations, Opportunities, Projects)
- Mass Email and Email Templates
The connector connects with Insightly platform and enables the communication with Insightly from App Connect platform and allows getting data into and sending data out. The connector uses the REST APIs provided by Insightly platform, which allows users to interact with the Insightly objects like Contacts, Organisations etc. It enables users to Create, Update, Retrieve and Delete various types of records available in the application system.
You can perform the following activities using the Insightly connector:
- Create Objects
- Retrieve Objects
- Update Objects
- Delete Objects
- Retrieve All Objects