Insightly Integration Profiles

Connecting data between Insightly Software with ERPeCommerce, BI, Marketing Automation, and Accounting systems takes a lot of time and money and involves spending numerous resources. Streamline your Insightly operations with our fully managed middleware platform; Our HexaSync stays between Insightly and any other systems that help automate the data-sharing process and reduces the possibility of human error so that your company can focus on effectiveness and revenue.

Through HexaSync, businesses save a lot of time and resources as business processes run seamlessly and efficiently:

  • Faster and more accurate customer management process
  • Automated inventory management
  • Sales process updated and automated in real time
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Easy automation for busy people. HexaSync moves info between your web apps automatically, so you can focus on your most important work.

      the key important flows of Insightly and System integrations

      Insightly API integration significantly improves efficiency — Inventory, orders, customer data, and shipping information are all integrated between key business systems.

      Automation with Insightly workflow

      People say that data integration is complex but our product is designed to eliminate all these hurdles in the shortest time by adopting agile development process inside of their builtin features

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      Config

      We enable some simple configurations steps to access your data source and destination to review all the necessary data like products, customers and orders.

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      sync

      Try to sync a single data point like to creating a new product, updating its stock or creating a new customer to see how the system work.

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      monitor

      Turn the runtime service to enable real-time data sync then monitoring the data flow between the Insightly systems and other solutions.

      Why choose HexaSync

      “Four years ago when I found an extension on the Magento Market from Beehexa, I didn’t realize how lucky I was about to become. The extension worked great out of the box, but I needed some support to customize the features. Since then the Beehexa team has provided my company with full time, certified Magento resources to handle all of the online growth for my clients. They have also allowed me to create an additional revenue stream as a VAR for the HexaSync Integration Platform to connect our client’s eCommerce sites to their ERP systems. I cannot fully articulate how thankful I am for all of their help!”

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      5/5

      DAVID EDMONSON

      VARIUX FOUNDER, CEO

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      Fast Integration

      Our process consultants can help you improve workflows and systems by building custom applications and integrating disparate systems.

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      Agile Scalability

      The Agile framework helps measure the team’s performance, identify bottlenecks and make data-driven decisions to correct them.

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      Security Compliance

      We let you capture, report, and remediate security risks in real-time, that will let you pinpoint any changes that need to be made, and adhere to regulations and standards.

      Frequently Asked Questions

      Insightly CRM will assist businesses to keep track of contacts and take care of current and prospective customers.

      CRM requires a full view of virtually all enterprise data, linking it seamlessly to traditional software is not only desirable but crucial in the effort to maintain high levels of customer satisfaction and business productivity.

      • Reducing the cost
      • Reduce Production Cost
      • For customer retention
      • Increase your reach
      • Reduce the duplication

      Integrating software from scratch is never an easy task. Fortunately, most CRM platforms provide either pre-integrated solutions or streamlined processes to help you get started quickly. After all, CRM vendors have their own sales and reputations to think about.

      Still, some challenges do arise. Home-grown software, for one, may not integrate as smoothly as a leading business solution, particularly if it does not support a popular API. Integration will also require a common database, which means all legacy data on current platform silos will have to be migrated into a new universal domain. This can be a tricky endeavor, considering that most business units have grown accustomed to working with their data just as it is.

      Integrations are helpful tools for virtually every business, regardless of size or industry. Integrations are suited for every type of company (startups, SMBs, and enterprise companies) with any purpose (advertising, analytics, or content).

      If you sell software, as we do at Insightly, you’ll find yourself using connections for your internal software and for your customers to use along with your software. This is because your software may not have every feature and function your customers need to run their business. So, by adding an integration, they’ll get that added feature or function while using your software.

      Referring to our analogy, without the integration or connector cable, your laptop wouldn’t be able to communicate with your TV to allow you to watch Friends on the big screen. You need that integration or cable to allow for added functionality and watch the show on TV — without it, this wouldn’t be possible.

      With our integration, you can:

      • Connect your Insightly to any system.
      • Have the flexibility to integrate any data or content from your systems customers directly into Insightly and vice versa.
      • Automatically synchronize your contacts, products, and orders (“deals” in Insightly).

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      You can’t add more hours to the day. HexaSync is the next best thing.