Freshchat + Insightly Integration
Integrate Freshchat to Insightly in one click, or tell Integrately AI how you want each contact handled. Log conversations, update customer records, create follow-up tasks, and notify your sales team automatically.
Free forever.Use premium features free for 14 days.1.
Message is created in Freshchat Instant- Conversation is resolved in Freshchat Instant
- Conversation is reopen in Freshchat Instant
- Agent is available in conversation in Freshchat Instant
Task is created in Insightly- Lead is created in Insightly
- Lead is updated in Insightly
- Organisation is added in Insightly
- Organisation is updated in Insightly
- Contact is updated in Insightly
- Contact is created in Insightly
- Opportunity is created in Insightly
- Project is created in Insightly
- Opportunity is updated in Insightly
2.
- Create a conversation in Freshchat
- Create user in Freshchat
- Get user by ID in Freshchat
- Update opportunity in Insightly
- Update task in Insightly
- Update Contact in Insightly
- Get task by ID in Insightly
- Get organization by ID in Insightly
- Get opportunity by ID in Insightly
- Create contact in Insightly
- Search contact in Insightly
- Create opportunity in Insightly
- Create lead in Insightly
- Search lead in Insightly
- Create task in Insightly
- Search user in Insightly
- Create organisation in Insightly
- Search organisation in Insightly
- Create project in Insightly
- Search project in Insightly
- Get contact by id in Insightly
- Search opportunity in Insightly
- Delete opportunity in Insightly
- Link objects in Insightly
- Get project by ID in Insightly
- Update project in Insightly
- Delete project in Insightly
Trusted by experts at...
Ready Workflows for Freshchat + Insightly Integration
Capture customer chats, organise contact details, keep your CRM updated, alert your team, and trigger follow-ups, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Freshchat + Insightly flow
Send chat logs to email, schedule support calls, notify your team in chat, and log records in spreadsheets. Pick a combination and activate it in one click.
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Gmail (8)
Gmail (8) +
Calendly (8)
Calendly (8) +
Slack (8)
Slack (8) +
Mailchimp (8)
Mailchimp (8) +
Stripe (8)
Stripe (8) +
Google Sheets (8)
Google Sheets (8) F
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When a conversation is resolved in Freshchat, create an Insightly contact and send a confirmation email in Gmail.
Resolved support chats instantly create new contacts in Insightly while Gmail sends a confirmation email to the customer without manual typing.
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When a lead is created in Insightly, get user details in Freshchat and send a welcome email in Gmail.
New Insightly leads fetch user data from Freshchat and trigger a welcome email in Gmail instantly.
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When a conversation is reopened in Freshchat, update the contact in Insightly and send a status update email in Gmail.
Reopened Freshchat chats update Insightly contact records and notify account managers via Gmail.
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Create a task in Insightly when a message is created in Freshchat, and send a summary email in Gmail.
New chat messages create follow-up tasks in Insightly and send summary emails through Gmail.
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If an Insightly contact is updated, check Freshchat user records and send a briefing email in Gmail.
Updated Insightly contacts trigger a check in Freshchat and dispatch a briefing email via Gmail.
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When an Insightly project is created, create a conversation in Freshchat and send a project kickoff email in Gmail.
New Insightly projects spin up a Freshchat conversation and email stakeholders via Gmail.
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Use Claude to summarise every resolved Freshchat chat, update the Insightly task, and email the brief via Gmail.
Claude summarises resolved chats before Insightly tasks are updated and Gmail emails the brief.
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When an Insightly opportunity is won, create a Freshchat user, create a follow-up task, and email the account team in Gmail.
Won opportunities in Insightly register users in Freshchat, create tasks, and email the team in Gmail.
Supported triggers and actions for Freshchat and Insightly
Mix and match to build the exact automation you need
Freshchat Triggers & Actions
Instant
Message is created in Freshchat
Triggers the automation when a new message is created
Try it → Instant
Conversation is resolved in Freshchat
Triggers the automation when any conversation is marked as completed
Try it → Instant
Conversation is reopen in Freshchat
Triggers the automation when a closed conversation is re-opened
Try it → Instant
Agent is available in conversation in Freshchat
Triggers the automation when any agent joins a conversation
Try it → What can you automate with Freshchat + Insightly?
Streamline your customer support and CRM workflows with powerful automated triggers and actions.
🔄
Sync resolved conversations into CRM contacts
Turn every resolved Freshchat chat into a new contact or lead in Insightly automatically. Eliminate manual copy-pasting between your customer service suite and your CRM.
📋
Capture every submitted chat detail
Map custom fields, user metadata, and conversation notes from Freshchat directly into Insightly fields. Keep your customer profiles rich and detailed.
🔔
Alert your sales team instantly
Trigger immediate notifications when high-priority conversations conclude or new leads register. Keep your team informed the moment action is needed.
🔀
Route records based on submitted criteria
Send VIP inquiries to dedicated account lists in Insightly while routine support chats update standard contact records. Automate your custom routing rules.
🔄
Keep destination records up to date
Automatically update existing Insightly contacts whenever customer information or conversation statuses change in Freshchat.
🛡️
Prevent duplicate records with smart matching
Search existing Insightly records before creating new contacts or leads. Keep your database clean and free of redundant entries.
⏱️
Handle later status changes seamlessly
Manage reopened chats, updated task deadlines, and pipeline stage shifts without manual intervention across both platforms.
💬
Extend your workflow to team chat apps
Push automated summaries and alerts from Freshchat and Insightly straight into Slack channels to keep your entire organisation aligned.
And much more...
Who is Freshchat + Insightly integration for?
Customer support and sales operations teams connect Freshchat and Insightly to eliminate manual handoffs, keep CRM records accurate, and speed up follow-ups.
Data Analysts and Sales Operations
Customer Support Managers
Account Managers
Support Team Leads
Sales Representatives
CRM Administrators
📈
Data Analysts and Sales Operations
You're compiling customer support metrics and CRM pipeline numbers by hand, but manual exports are always delayed, so your management reports are built on stale data — automating both apps means every resolved chat and lead lands in your system instantly and your numbers stay current.
⚡
Customer Support Managers
You need to act fast when high-value clients submit inquiries, but support chats sit unrecorded in your helpdesk until someone manually updates the CRM, so sales finds out too late — with this integration, every support interaction syncs straight to your CRM and your team responds immediately.
🤝
Account Managers
You answer to key clients who expect seamless service continuity, but communication gaps between support logs and CRM history create blind spots during quarterly reviews — integrating these apps means your complete client history is always visible and stakeholder updates are effortless.
📊
Support Team Leads
The incoming volume of chats is too high for anyone to keep up by hand, leading to missed follow-ups and unassigned contact records that stall your pipeline — automating both apps means every conversation generates tracked tasks automatically and nothing falls through the cracks.
🎯
Sales Representatives
You own the next sales step and depend on support agents to hand over qualified leads, but manual notification delays leave you waiting hours for contact handoffs — this integration means every chat resolution instantly creates your CRM lead and you can start outreach right away.
🗂️
CRM Administrators
You need a reliable customer history across platforms, but manual data entry leaves frustrating gaps between support tickets and pipeline records — connecting these apps means every interaction creates complete, audit-ready contact profiles without human error.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Freshchat + Insightly
Build and manage your Freshchat + Insightly automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Freshchat + Insightly with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Freshchat + Insightly Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Freshchat to Insightly?
You can connect Freshchat to Insightly in just 1 click using ready-made templates on Integrately, or use Integrately AI to build custom workflows linking tools like Slack and Google Sheets.
Can I automatically create Insightly contacts from resolved Freshchat conversations?
Can I connect Freshchat, Insightly, and Slack?
What is a good Zapier alternative for Freshchat and Insightly?
How does Freshchat handle user data during integration?
Can Insightly tasks be created automatically from chat events?
Do I need coding skills to automate Freshchat and Insightly?
Is the Freshchat and Insightly integration free?
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