Level up your automation and engagement in one go with Insightly and BotPenguin.
Stay on top of your business goals by combining your chatbots and CRM. Automate everything from lead generation to contact management and customer support, and cater to customers across all platforms.
Features
No code Chatbot builder
Free Lifetime Plan
Multi channel Live Chat support
Set Insightly CRM Integration for maximum business growth with awesome chatbots.
Optimize your sales pipeline, outreach, engagement, track opportunities, and craft personalized customer journeys with your chatbots. Drive revenue and leads through insights from smart data gathering.
About
Use cases
Platform
Key Features
- Insightly CRM is a customer relationship management service that provides businesses with a central database to manage contacts, leads, and customers. The software allows users to create custom fields, track activity and send email campaigns. It has lead tracking, contact management, email marketing, and reporting tools.
- It's beneficial for companies that sell products or services online because it allows them to easily track sales leads and keep track of customer information.
Prime Your Business With Automation with BotPenguin and Insightly.
A Guide To Integrating BotPenguin With Insightly CRM
Start Collaborating With your chatbots and CRM in just a few clicks.No code required
Authenticate
Login to your BotPenguin account & Select the bot that you want to integrate with the 3rd party app and authenticate
Configure
Add all the necessary API details and map the response of bot messages to the parameters of API and save the settings.
Test
Send the test lead and check on the CRM if you have received the lead. If yes, Create a genuine lead and check the integration.”
Do You Have Room for More Integrations? The Treat Has Just Begun!
Integrate your Chatbot with 80+ native integrations that fit seamlessly into your chatbot like puzzle pieces in a masterpiece.
and more than 80 tools to integrate
