The Insightly Assistant is a CRM chatbot for Insightly's paid subscribers. Connect it to the Slack messaging service and use natural language to find records or perform actions. Ask it to "find the contact for Jolene Harrison," "add lead Frank Masters," or "remind me to call Gwyndolyn tomorrow at 5 pm." The Insightly Assistant can find contacts, leads, and opportunities, and add contacts, leads, opportunities, notes, and tasks.To connect to Slack: Add your Slack team and channels, choose where you'd like your notifications to appear, and log in to Insightly through Slack with your Insightly API.Learn more (https://support.insight.ly/hc/en-us/sections/360000109707-slack?utm_medium=referral-partner&utm_campaign=applist&utm_source=slack)
Insightly will be able to view:
Insightly will be able to do:
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