Insightly CRM and Slack Integration

Slack is a business communication platform that is popular among organizations of all sizes. It features chat rooms organized by topic as well as direct messaging and the ability to create private groups. Companies use the platform to consolidate their communication into one unified solution.

Why integrate Insightly and Slack?

Slack helps organizations simplify and speed up their communication. By integrating Slack and Insightly, your sales and marketing organizations can work together as one unified team to create better customer experiences and drive more revenue.

Use Cases: Integrating Insightly and Slack with AppConnect

  • Create conversations in Insightly By integrating Insightly and Slack, you can create conversations from your CRM system. This will create a new Slack channel with a name that you specify. You can also create private channels restricted to certain users.
  • Share key CRM information across Slack With Insightly and Slack integration, you can share information from your CRM with your team members in Slack. Want to celebrate wins with automatic alerts about closed/won deals? Want to let managers know when key milestones in the pipeline are reached? You can easily automate these and any other notifications as you see fit for faster communication and collaboration.

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