Insightly CRM & Sage Integration

Sage Intacct’s core financials automate your most important processes, reduce your reliance on spreadsheets, and give you greater visibility into your real-time business performance.

Why integrate Insightly and Sage with AppConnect?

By integrating Sage and Insightly, you can unify the process of creating financial transactions in one system. Access Sage data, expenses, invoices, sales history, and orders in Insightly. Improve forecasting, automate workflows, avoid duplicate manual effort, and avoid errors with seamless integration.

Use Cases: Integrating Insightly and Sage with AppConnect

  • Update CRM records with new Sage invoices When an invoice is created in Sage, Insightly will search for the corresponding email address among your opportunities, organizations, and contacts to update or create corresponding records to save you from switching between platforms.
  • Sync deals with payments in your accounting system Automatically create new AR payments and customers in Sage to reflect won opportunities. AppConnect will pull the appropriate bid value from your CRM and improve collaboration between accounting and sales.
  • Copy information between systems in real-time Integrating Insightly and Sage allows you to copy contacts and their details between platforms. Syncing this information streamlines your workflow and ensures data consistency.

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