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SB
IT
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Has anyone integrated with the CRM application, Insightly?

Looking to possibly kick off checklists based on Insightly activity. Or, possibly start a checklist and pull information from a selected record in Insightly.
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Arthur B.
AB
Chief Operating Officer
0
Process Street has a very strong integration with Zapier. Check out this link to see what type of integration you can do with Insightly. https://zapier.com/apps/insightly/integrations/process-street
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Jonathan G.
JG
Entrepreneur | Tech-Enthusiast | Analyst | USAF Veteran
0
Sorry, we did not perform any integrations with this product! Process Street is pretty pliable though, I would check with Insighlty to see how deep their integration goes.
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About Process Street

Process Street is a Compliance Operations Platform that helps teams run their most critical processes the right way, every time. Powered by AI agents, it ensures that policies are enforced, tasks are
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