Insightly’s powerful CRM is simple and affordable enough for small businesses to effectively manage lifelong customer relationships, while also providing the robust capabilities and flexibility required by enterprise companies. This article will give you an overview of the Insightly/Grow integration.
Below is a list of the reports that the Insightly/Grow integration offers, along with a short description of the data each endpoint returns.
- Contacts: All contacts, including contact ID, salutation, name, address, background, image, created date, updated date, owner name, visible to, object tags, custom fields, etc.
- Leads: All leads, including lead ID, salutation, title, name, organization, phone, mobile, email, URL, created date, converted, opportunity ID, visible to, industry, employee count, lead rating and description, lead owner name, lead status, lead source, etc.
- Opportunities: All opportunities, including opportunity ID and name, probability, bid amount and type, close date, opportunity state, created date, visible to, custom fields, opportunity owner ID and name, category, pipeline, stage, etc.
- Organization: All organizations, including organization ID and name, created date, visible to, visibility details, address details, owner name, custom fields, etc.
Note: Custom fields are defined in Insightly by the account admin.
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