The Insightly CRM Connector app for Freshdesk enables seamless access to your CRM data within Freshdesk and allows efficient synchronization between the two platforms. 

This integration is powered by the Insightly connector app, which links contacts and accounts between Freshdesk and Insightly and provides you the flexibility to choose the direction of synchronization.

Prerequisites:

Ensure that you have admin permissions in Freshdesk.

Install the app

1. Log in to Freshdesk, go to Admin > Apps, and search for the Insightly CRM Connector app.
2. Click Install and connect your Freshdesk account.
3. Enter your API key and Freshdesk domain name (yourcompany.freshdesk.com) and click Authenticate account.
   Note: To find your API key, click on your Profile icon on the top right corner and click Settings > View API, and complete the captcha verification to retrieve the key.
4. Select the agents who will have access to the Insightly configuration.
5. Once the installation is complete, you can view the app icon on the left navigation pane. If you have more than one installed app in your account, the apps will be grouped.

Configure data sync

To synchronize data between Freshdesk and the Insightly CRM Connector app: 

1. On your Freshdesk account, click on the app icon from the left navigation pane and choose Insightly App.
2. Go to the Data sync tab and click Configure sync.
   
3. Enter your Insightly CRM API key and click Proceed.
   To get the API key, click on your profile icon at the top-right corner and go to User settings.
   
4. Choose the direction of data flow based on your requirements.
   You have the following options:
   • Insightly to Freshdesk: One-way data flow from Insightly to Freshdesk
   • Freshdesk to Insightly: One-way data flow from Freshdesk to Insightly
     
     Note: The two-way data flow between Freshdesk and Insightly systems is currently unavailable.
5. Once you choose the direction, relevant recipes will appear. You can currently sync Contact and Account information between Insightly and Freshdesk.
6. Choose the fields you want to sync.
   
7. Once the configuration is complete, click Test recipe to verify if the data is flowing.
8. If the data flows without issues, enable the recipe's toggle to start.

Manage your account 

The Data Sync tab includes the following sections:

Analytics: This section displays the number of successful and failed jobs and the tasks consumed.

Account: You can modify the configured Insightly account or authenticate with another user’s credentials.

Pricing

The Insightly CRM Connector app is a paid add-on priced at $80 per 5000 tasks and aligns with your billing cycle. For example, for a monthly billing cycle, tasks expire monthly or annually for an annual plan. 

To purchase the add-on:

1. On your Freshdesk account, go to Admin > Plans and Billing.
2. Select the number of Connector App Task Packs you wish to purchase.
   Please note that you can purchase the add-on only when you have an active subscription with Freshdesk.

How are tasks calculated?

Every action block in the recipe constitutes a task. The following table shows the task consumption based on the entity and direction of sync: