Freshchat Integration for Insightly

Take your Freshchat conversational touchpoints to your Insightly CRM and create a unified buyer engagement system for your sales reps.
Use Salespanel to create a bridge between your CRM and all lead acquisition widgets (forms, live chat, etc.).
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Freshchat Integration for Insightly
Insightly Freshchat
Sync leads from Freshchat to Insightly CRM as soon as conversations start

Sync leads from Freshchat to Insightly CRM as soon as conversations start

Salespanel instantly captures your leads as soon as they provide their email addresses on live chat. A contact is automatically created on your CRM and the fields are mapped on both platforms.

Track activity of Freshchat leads across all touchpoints

Track activity of Freshchat leads across all touchpoints

Salespanel tracks the activities of your visitors both before and after your conversations start and end. It will tell you who your leads are, where they came from and how they engaged with your content while attributing behavioral touchpoints to revenue.

Sync lead source and activity data

Sync lead source and activity data

Salespanel injects activity details of your leads inside each contact’s detail page on Insightly. Your sales reps will always stay updated about how leads are engaging with your website and emails. The synced data also contains lead source, medium, and campaign data (UTM).

Qualify leads and add lead score to your Insightly contacts

Qualify leads and add lead score to your Insightly contacts

Salespanel helps you segment and qualify your leads that are captured from your Freshchat forms and other acquisition sources. The lead score is updated in your CRM to help your sales reps know how qualified leads are and prioritize them accordingly.

Update existing records with new information

Update existing records with new information

Salespanel helps you segment and qualify your leads that are captured from your Freshchat forms and other acquisition sources. The scores are always kept updated in your CRM to help your sales reps know how qualified leads are and prioritize them accordingly.

Take your data when you switch

Take your data when you switch

Not depending on Freshchat data means that you can switch to another live chat software with ease while retaining your contacts and their behavioral data on your CRM.

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