Insightly announces integration with Slack
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 (firstname.lastname@example.org) 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!