Insightly CRM & Talkdesk Integration

Talkdesk is a cloud-based customer contact platform that offers businesses tools for customer support and engagement. It enables organizations to handle customer inquiries through various channels, including phone calls, chat, and email. Talkdesk provides analytics, automation, and integrations to enhance customer service efforts.

Why integrate Insightly and Talkdesk with AppConnect?

Enhance customer relationship management by integrating Talkdesk with Insightly CRM. Enable seamless access to customer data, streamline communication, and improve customer service, resulting in better customer experiences and more efficient business operations.

Use Cases: Integrating Insightly and Talkdesk with AppConnect

  • Easily access caller profile details Talkdesk quickly gathers all relevant customer details from Insightly, including name, company, job title, phone number, email, address, website, and more. As the phone rings, a comprehensive display of the caller’s information is presented.
  • Achieve a 360-degree customer view Integrating Insightly and Talkdesk enables businesses to gather valuable insights from call analytics in combination with CRM data. This data sync allows for a deeper understanding of customer behaviors, preferences, and pain points.
  • Quicker customer support with real-time updates Support teams can gain real-time access to customer data and interaction history when handling inquiries. This integration can help your team provide more personalized customer service and faster issue resolution.

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