Insightly: crm features and setup

Overview

When a CRM is connected to marketing and service products, multiple updates to the same customer can be triggered without clarity about which system is authoritative. Start by choosing one field the external system updates and one task created in response. AppConnect can be part of the integration, but map the data and permissions on each side. Testing a record correction is especially important: not every technical change should count as a new lead or start another sequence of actions.

Features

• Lead, relationship, and deal management
• Creating tasks and updates through automation
• AppConnect integrations and complementary marketing products

Business uses

• Creating a follow-up task after a lead status changes
• Coordinating information between a marketing journey and a sales record

Getting started

• Define records and fields, then connect one task workflow before expanding automation.
• Update a defined field in a test record and check that the resulting task includes the intended customer, owner, and due date.
• Send a correction to the same field through the integration you chose and check that it does not create a duplicate task or overwrite information the representative already updated manually.

What to check

• Check what is included in the CRM and what requires an additional Marketing, Service, or AppConnect product.
• Assess how relationships between records are preserved and duplicates prevented when migrating from the existing system.