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Insightly CRM & Zendesk Integration

Integrations > Zendesk

Zendesk is a customer service and support platform offering various tools to help businesses manage customer interactions. It includes ticketing systems, self-service options, live chat, and analytics to boost customer support efforts, increase efficiency, and enhance overall customer satisfaction.

Why integrate Insightly and Zendesk with AppConnect?

Integrating Insightly CRM and Zendesk will better align sales and customer support teams. Streamline customer data management, improve communication, and enable your sales teams to better serve customers with comprehensive insights.

Use Cases: Integrating Insightly and Zendesk with AppConnect

  • Seamless ticket-to-contact management When a customer submits a ticket in Zendesk, integrating with Insightly CRM can automatically create or update a corresponding contact or lead record in Insightly. This ensures that all customer interactions are centralized and tracked within the CRM.
  • 360-degree customer view Create a comprehensive view of each customer that includes both sales and support interactions. This enables support agents to understand better the customer’s history, preferences, and needs, leading to more personalized and effective support interactions.
  • Enhanced reporting and Analytics Integrating Insightly CRM with Zendesk allows for comprehensive reporting and analytics across sales and support functions. By consolidating data from both systems, organizations can gain deeper insights into customer behavior, preferences, and satisfaction levels.

Connect to 1000+ apps directly from Insightly

Insightly AppConnect is an integration automation application that makes it easy to build sophisticated integrations and workflows between Insightly and hundreds of applications you use across your entire organization.

Insightly AppConnect comes out of the box with hundreds of pre-built app connectors to all the apps you use every day in your organization. Use AppConnect to create workflows across IT, Marketing, HR, Finance, and Sales and Support. New connectors are added every month.

Build your own integrations with a powerful workflow builder

AppConnect is a very easy to use integration design tool that empowers anyone on your team to build out sophisticated integrations and workflows of any complexity level quickly without having to write any code. Connect to hundreds of apps you already use, map fields, transform and manipulate data, perform calculations, then deploy, schedule and trigger integrations in seconds without servers or IT involvement.

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