Insightly CRM & Zoom Integration

Zoom is a popular video conferencing platform that enables online meetings, webinars, and virtual collaboration. It allows participants to interact via audio, video, and chat, making it widely used for remote work, education, and social interactions. Its features include screen sharing, breakout rooms, and recording capabilities.

Why integrate Insightly and Zoom with AppConnect?

Centralize scheduling, tracking, and data management when you integrate Insightly and Zoom. Enhance team collaboration and customer engagement with seamless management of meetings, events, webinars, and customer interactions.

Use Cases: Integrating Insightly and Zoom with AppConnect

  • Schedule and manage customer meetings Automate the process of scheduling customer meetings. When a new meeting is scheduled in Insightly or a lead progresses through your sales pipeline, the integration can automatically create a corresponding Zoom meeting and link it to the relevant CRM record. This ensures that meeting details, including date, time, and Zoom link, are easily accessible within Insightly.
  • Manage webinars and post-event communications With the Zoom integration, easily set up registration forms for webinars and events within Insightly. When a prospect or customer registers, their information is automatically captured. Post-event, attendance data, engagement metrics, and post-event follow-up tasks can also be tracked within Insightly CRM.
  • Enhance sales and support meetings Streamline scheduling and joining video meetings directly from Insightly. When a sales rep or support agent accesses a contact or lead in Insightly, they can initiate a Zoom meeting with a single click. Meeting details and recordings can be automatically linked to the respective CRM records, making tracking interactions and maintaining a complete history of customer engagements easy.

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