Insightly CRM & 8x8 Integration

8×8 is a cloud communications platform that provides a range of voice, video, chat, and contact center services for businesses. It offers a unified communications solution to enhance collaboration, customer interactions, and remote work. 8×8 simplifies communication and supports organizations in improving efficiency and connectivity.

Why integrate Insightly and 8x8 with AppConnect?

Enhance communication and data synchronization by integrating Insightly CRM and 8×8. Enable more effective customer interactions and improve sales and support processes.

Use Cases: Integrating Insightly and 8x8 with AppConnect

  • Follow up faster with auto-call logging Integrating 8×8 with Insightly CRM means call and chat logs are automatically added to the record after every interaction, enabling your team to keep track of all customer interactions.
  • Boost productivity with simplified call management Seamlessly initiate, receive, and transfer calls without toggling between applications. This streamlined process enhances productivity, reduces disruptions, and ensures efficient communication, allowing your team to focus on what matters most.
  • Quickly locate and retrieve lead information Unified search functionality spanning leads, opportunities, contacts, and organizations. This search feature provides a comprehensive and efficient way to access essential data across various aspects of your business.

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.

Experience the Insightly platform for yourself