IntegrationsQuick and easy Insightly CRM integrations
Build custom Insightly CRM integrations in minutes with the low-code Tray Platform. Our intuitive, 100% visual builder empowers you to seamlessly integrate Insightly CRM with any data source, without IT support.
Need an Insightly CRM connector to flow CRM data across your tech stack? With the Tray Platform, you can sync mission-critical data across any of your applications, including data within custom fields, flat files (such as CSVs), FTP, webhooks, email, and any other data source. Our easy-to-use, drag-and-drop builder allows anyone to stand up integrations that boost sales productivity and win rates.
But why stop there? You can maximize efficiency and drive revenue with powerful Insightly CRM automation. Build multi-step workflows that streamline time-consuming tasks such as prioritizing leads, generating quotes, and updating sales records. Empower your sales team to spend less time doing manual work and more time closing deals.
AutomationInsightly CRM automation for any use case
Whether you work in sales, marketing, revenue operations, or any other role within your organization, you can use the Tray Platform to design scalable, flexible processes that supercharge efficiency. We provide a full library of data helpers, pre-built connectors, and custom logic operators to help you take control of your sales data.
Now, you can easily connect Insightly CRM with your other applications, such as your email marketing tool, collaboration tool, marketing automation platform, helpdesk, sales engagement platform, customer data platform, data warehouse, and more.
With the Tray Platform, you can build robust lead scoring models with data from any source, ensure sales-marketing alignment by sharing sales wins with the whole team, and even automate the entire quote-to-cash process to onboard customers faster. It’s never been easier to build powerful processes that bi-directionally sync your lead, contact, and opportunity data to keep your sales records up to date, ensuring good data hygiene. There’s no limit to what you can accomplish with the Tray Platform + Insightly CRM.
Use casesSolve heavy-duty Insightly CRM use cases
The low-code Tray Platform is powerful enough to handle heavy-duty data projects that touch billions of records every day but easy enough for business users to easily stand up integrations fast. Our elastic, serverless architecture ensures everything you build will scale with your evolving data needs.
The Tray Platform integrates with popular tools, including HubSpot, Microsoft Outlook, Shopify, and more, making it easy to automate any process. Need to unlock more-actionable insights by regularly syncing CRM data with your analytics stack? Need to maximize sales productivity by automating bulk updates? Need to follow up with leads faster by automating lead-to-account matching, data enrichment, and lead routing? With the Tray Platform, you can solve any use case at scale.
IT and security experts trust the Tray Platform to handle even their most sensitive data. We’re SOC 2 Type 2-certified and compliant with data privacy regulations such as CCPA, GDPR, and HIPAA.
