Insightly CRM for Zoho Mail

Manage & Update Insightly CRM Data in Zoho Mail

Built for: Mail Developed by: Yaali Bizappln Solutions
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Insightly is one of the most popular SaaS-based CRM software solutions for small and mid-sized businesses. With our Zoho Mail add-on, you can convert email contacts into leads, view and update contact information for emails, and add notes, tasks, and events associated with the contact from the eWidget. These changes will automatically be reflected in the respective fields in Insightly CRM.

If the sender's email address in Zoho Mail is not available in your Insightly account, you can add the sender details available in the email as leads or contacts in Insightly CRM, right from the inbox, without having to switch tabs. Access, manage, and update your Insightly CRM info within Zoho Mail via our eWidget.

Key Features:

  • Seamless two-way Insightly & Zoho Mail integration
  • Ablility to create tasks, schedule events, set deadlines, and add new notes associated with a contact in Zoho Mail with Insightly CRM, through the eWidget
  • Centralized view of customer's information and email correspondence within Zoho Mail
  • Any updates made through the eWidget will automatically reflect in the Insightly CRM

Tags

Deployment type Zoho platform
Published date Apr 23, 2020
Version 1.0
Latest Released date Dec 22, 2023
Category Sales & Marketing
Pricing Paid
Vendor Website

Compatible Editions

  • Standard

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