Proposable Integration

I use Proposable integration with Insightly.  Are you able to tell me why the current state of my opportunities is not changing consistently when a proposal status changes in Proposable. If I work in the opportunity before the proposal is accepted or declined, the information I've entered on the home tab of the opportunity also wipes out and I have to start over.

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  • Hi Trisha:

    The Proposable integration was not developed by Insightly. I recommend checking with their support team to see what their software features are.

    Hope this points you in the right direction!

     

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  • I see the note above re checking with Proposable but I have a question re general functionality between the two. Specifically, would you expect that if a contact is in Proposable and also in Insightly that the opportunity would automatically be linked to that Contact in Insightly?  Is that how it is working for everyone else or no? 

    Our integration does not seem to be creating an automatic link between the opportunity (from Proposable) and the contact (in Insightly).  Any info would be appreciated. Thanks.

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  • Hi Cindy,

    Insightly would not create that automatic link; however I would urge you to inquire with Proposable to verify if they have that option built into the integration.

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