Insightly is a cloud-based CRM and project management platform designed for businesses to streamline customer relationship management, sales, and operational workflows. It includes features like contact and lead management, pipeline tracking, project collaboration, and marketing automation, making it a versatile tool for small to medium-sized businesses. By integrating Insightly with Frends iPaaS, organizations can automate workflows, synchronize data with other business systems, and gain a holistic view of sales and project operations for greater productivity and efficiency.

Business use cases

Automated lead synchronization with CRM and marketing platforms

Insightly is often used alongside other CRM and marketing systems like Salesforce, HubSpot, or Mailchimp. Frends can synchronize Insightly leads with these platforms, ensuring consistent and effective workflows. For example, when a new lead is created in Insightly, Frends workflows can automatically update or create corresponding records in HubSpot, ensuring seamless marketing follow-ups.

Sales pipeline automation

Frends workflows can automate pipeline updates by connecting Insightly with sales platforms like Pipedrive, Dynamics 365, or Salesforce. For instance, when a deal progresses to another stage in the Insightly sales pipeline, Frends workflows can notify relevant team members via Slack or Microsoft Teams and update the status in connected platforms to ensure alignment between teams.

Customer onboarding workflows

Frends can connect Insightly with onboarding platforms like Trainual or LMS platforms like Moodle to ensure new customers are onboarded efficiently after sales closure. For example, when a deal is marked as "Won," Frends can automatically create onboarding tasks in Insightly, notify the onboarding team, and send personalized welcome emails to customers.

Integration with accounting and invoicing systems

Frends workflows can integrate Insightly with accounting platforms like QuickBooks, Xero, or NetSuite to automate invoice generation and payment reconciliation. For example, when a deal is closed in Insightly, Frends can create an invoice based on the deal details, update the accounting system, and notify the finance team to ensure smooth billing processes.

Project collaboration and task tracking

Insightly’s project management features can be enhanced with Frends by syncing data with tools like Asana, Jira, or Trello. For instance, when new milestones or tasks are created in Insightly projects, Frends workflows can synchronize this information with Jira, ensuring that progress is updated across both platforms without manual effort.

Email marketing campaign automation

Businesses using email campaigns for customer engagement can integrate Insightly with marketing platforms like Mailchimp, ActiveCampaign, or Constant Contact via Frends. For example, when a lead or contact is added to a segmented list in Insightly, Frends workflows can initiate a campaign in Mailchimp or push the data to the marketing platform for further automation.

Customer support ticket tracking

Frends workflows can integrate Insightly with support platforms like Zendesk, Freshdesk, or ServiceNow to ensure alignment between sales and customer service teams. For example, when a customer opens a support ticket, Frends workflows can log relevant details in Insightly, enabling sales teams to track any issues impacting customer success.

Reporting and analytics integration

Frends can connect Insightly with analytics platforms like Power BI, Tableau, or Google Data Studio to create advanced visualizations. For instance, Frends workflows can aggregate metrics such as deal win rates, pipeline stages, or project status from Insightly and feed them into dashboards for management insights and strategic planning.

Event registration workflows

Frends can automate event registration workflows by integrating Insightly with platforms like Eventbrite, Zoom, or GoToWebinar. For example, when a lead registers for a webinar in Eventbrite, Frends workflows can update Insightly with the registration details and trigger automated follow-ups to keep attendees engaged prior to the event.

SLA tracking and notifications

For businesses managing SLAs, Frends workflows can enhance Insightly by integrating it with time-tracking or SLA-monitoring tools like Harvest or Clockify. For instance, Frends can monitor active projects or tasks in Insightly and send SLA reminders or escalation notifications when deadlines approach.

Real-time activity notifications

Frends workflows can integrate Insightly with messaging platforms like Slack, Microsoft Teams, or email systems to keep teams informed about updates. For example, when a high-priority deal is added or moved to the next pipeline stage, Frends can send instant notifications to stakeholders, improving collaboration and quick decision-making.

Integration with e-commerce platforms

For product-driven businesses, Frends can integrate Insightly with e-commerce platforms like Shopify, WooCommerce, or Magento. For example, when a customer completes an order, Frends workflows can automatically update Insightly with order details and trigger tasks for sales reps to follow up for upselling or repeat purchase strategies.

Lead scoring and enrichment

Frends workflows can integrate Insightly with data enrichment platforms like Clearbit or ZoomInfo to enhance lead data for CRM records. For instance, when a new lead is added in Insightly, Frends can pull additional information like industry, company size, or revenue data, helping sales teams prioritize high-value leads.

Automated compliance and GDPR workflows

Frends workflows can support compliance standards by integrating Insightly with secure data storage solutions like AWS S3 or Azure Blob Storage. For instance, when a retention period for a customer expires, Frends can trigger data anonymization or secure archival processes, aligning with GDPR or similar regulations.

Subscription and contract management

Frends workflows can integrate Insightly with subscription platforms like Recurly or Chargify to manage customer renewals and subscriptions. For example, when a subscription is about to expire, Frends workflows can update the record in Insightly, notify sales teams, and send automated renewal emails to customers.

Integration with document management systems

Frends can synchronize Insightly with document storage platforms like SharePoint, Dropbox, or Google Drive, ensuring centralized and organized document management. For example, when a deal is created or updated in Insightly, Frends workflows can automatically generate and store related documents in a designated cloud folder.

Volunteer or donor management for nonprofits

Nonprofit organizations using Insightly for donor or volunteer management can enhance their workflows with Frends by integrating Insightly with fundraising platforms like Funraise or donor databases. For example, when a new donation or engagement is processed, Frends can update the donor’s profile in Insightly and trigger personalized thank-you emails.

SLA-compliant task creation for projects

When customers or stakeholders mandate specific timelines, Frends workflows can integrate SLA requirements into Insightly. For instance, when a new project is created, Frends can generate tasks with pre-defined deadlines and automatically notify the responsible team via Slack or email about priority items.

Automated file storage workflows

Frends workflows can manage file uploads in Insightly by integrating storage solutions like Google Drive or Box. For example, when a customer uploads files to Insightly (e.g., contracts, documents), Frends can route indexed file copies to the appropriate cloud-based folder and provide shared access links to collaborators.

Automated follow-ups for sales

Frends workflows can coordinate follow-ups by integrating Insightly with call management tools or calendar systems like Google Calendar, Outlook, or Twilio. For instance, when a deal in Insightly reaches a specific stage, Frends can schedule follow-up calls, notify sales reps, or send emails automatically based on the predefined campaign logic.

Multi-department pipeline management

For businesses with multiple teams using Insightly, Frends workflows can provide cross-department integrations with consistent visibility. For example, if a sales lead in Insightly evolves into a customer project, Frends workflows can notify the delivery team and create relevant project tasks automatically in Insightly’s project management module.