Syncing Insightly CRM and Zoho Mail Two-way
Switching tabs to creating leads/contacts when receiving an inquiry/support email is a time intensive task for salespeople/support agents.No more manual exporting & importing of contact information. No more inaccurate or missing data.
By integrating the Insightly CRM with Zoho Mail makes it easier to pull out the customer information from the Insightly CRM and view the Insightly CRM info of the contacts and leads for the email in Zoho Mail,create new leads and contacts in Insightly CRM right from the inbox, update Insightly CRM info of contacts and leads for the email in Zoho Mail including creating deals and associating Notes, Tasks,Events and calls to the contact or lead,which gets automatically reflected in the respective contact or lead on the Insightly CRM - without having to switch tabs.
The Insightly CRM for Zoho Mail Extension saves time by avoiding the hassle of manually entering the details into the Insightly CRM and ensures nothing slips through the cracks.
Key Features:
- Seamless two-way Insightly & Zoho Mail Integration.
- Access,manage and update the Insightly CRM info within Zoho Mail.
- Centralized view of customer information and email correspondence within Zoho Mail.
- Able to create tasks,schedule events,set deadlines,and add notes for the particular contact/lead in Zoho Mail.
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