Insightly announces integration with Slack

Hi everyone,
 
We are happy to announce that our integration with Slack is complete and ready for use!
 
What we've done is create a virtual Insightly Assistant that responds to natural language questions and commands to help you find, update, and create Insightly records right from Slack.
 
Here are the things the Insightly Assistant can do:
  • Give you basic Insightly Assistant instructions when you ask for help
  • Notify you of important changes in your Insightly account (notifications)
  • Find a contact, lead, or opportunity
  • Add notes to the last found contact or lead
  • Update the state of the last found opportunity
  • Add new leads and contacts
  • Add tasks with reminders

Watch this quick tutorial to see the Insightly Assistant for Slack in action and reference our Help Articles for a complete overview.
 
 
This feature is available on all paid Insightly plans. Check out our product blog post to find out more. For questions, you can email (sales@insightly.com) or call (888-999-4039) a member of our sales team.
 
Thank you to Rosanne Burke for submitting her idea and everyone else who supported an Integration with Slack!
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Comments

2 comments
  • We are liking the Slack integration, but wondering why the software doesn't allow for the bot/assistant to Find an Organization as well as Leads, Contacts and Opportunities. We would use this function just as much as the others, including the ability to add a Note to an Organization right from Slack. Thanks!

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  • Hi, thank you for using our Slack integration! I will pass your compliments to developers who worked on it. Unfortunately at the moment we don't have plans to add more functionality to it, but hearing from you is important to get improvements prioritized. Thank you you for your suggestion.

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