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Insightly and Medallia Integration with AppEQ

Unlock Account-Level Customer Survey Insights

Integrating Medallia with Insightly provides a powerful way for organizations to enrich their customer data with direct feedback and insights from surveys, enabling more personalized and data-driven engagement strategies. By integrating Medallia into Insightly, you create a centralized, actionable hub for feedback and sales data, empowering teams to make more informed, customer-focused decisions that drive growth and retention.

AppEQ.ai - Composable Workspace for Customer Success

Why Integrate Insightly and Medallia

With Medallia, you gather invaluable feedback on customer satisfaction, product features, or service experiences. However, this data often remains siloed. By integrating Medallia with Insightly, teams can merge qualitative survey feedback with key account details such as revenue, product usage, and engagement history. This integration enables:

  • 360° Customer View:
    • Combining survey results with Insightly data gives your sales and customer success teams a more complete view of each customer’s sentiments and needs, driving more informed and tailored interactions.
  • Automated Triggers for Engagement:
    • Use customer feedback to create automated workflows in Insightly—triggering follow-up actions based on survey scores (like NPS), helping prioritize leads, or automatically launching renewal conversations when satisfaction drops.
  • Data-Driven Customer Success:
    • Align feedback directly with customer value and product usage. This enables customer success teams to focus on those accounts that may need immediate attention or have upsell opportunities based on satisfaction and feature requests.
  • Enhanced Customer Insights:
    • Insightly users can leverage real-time survey responses to inform pipeline decisions, drive customer retention strategies, and ensure every department—from marketing to support—operates with a clear understanding of the customer’s voice..

How AppEQ Connects Insightly and Medallia

AppEQ provides a powerful bridge between Insightly and Medallia by offering contextual account information and insights and data syncs across platforms. Here’s how it works:

  • Unified Workspace:
    • AppEQ's Chrome extension shows real-time account statuses from Insightly alongside customer survey data from Medallia.
  • Actionable Insights:
    • Customer Success Reps, Account Managers, and Account Executives can use the Medallia-Insightly integration to leverage real-time customer feedback alongside account data, enabling proactive outreach, personalized upsell strategies, and targeted retention efforts based on customer sentiment and satisfactions.
  • Early Warning System:
    • Survey responses can act as an early warning system by identifying declining customer satisfaction or unmet needs, allowing customer success teams to proactively address issues and prevent churn.
  • Unearthing Opportunities:
    • Survey responses can highlight positive customer feedback and feature requests, signaling opportunities for upsell, cross-sell, and deeper engagement by aligning solutions with customer needs.

Many out of the box integrations

Activate Data and Customer Insights Seamlessly

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Hubspot Integration
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Steps to Integrate Insightly and Medallia Using AppEQ

01 Connect.

Install the AppEQ Chrome Extension and seamlessly connect it to both your Insightly and Medallia accounts, enabling real-time data synchronization.

02 Configure.

Configure your Insightly business object details (such as accounts, opportunities, customers, revenue and contracts) and Medallia’s business object data and configure metrics, alerts and reports to track account pulse and customer engagement. 

03 Consume.

Access real-time customer insights directly within the tools you use every day, like Gmail, Slack, and more. Stay focused and streamline your workflow without the need to switch between different apps to see the data you need.

Key Benefits of

DATA & INSIGHTS ACTIVATION PLATFORM

Account Health Monitoring

Get a real-time view of Accounts, Opportunities, tickets and more, directly in the apps that you already use using AppEQ Smart Dashboard.

Revenue-Driven Insights:

Align revenue data with product engagement, support tickets or any other metrics for more strategic account management.

Proactive Customer Success:

Use data-driven insights to preempt churn, boost adoption, and unlock cross-sell/upsell opportunities.

FAQs

AppEQ ensures data privacy and security through encryption. You can visit our trust to learn more about our security measures. https://trust.appeq.ai/

Yes, you can customize the data fields and metrics you want to sync, ensuring that only relevant data is shared between the platforms.

AppEQ allows you to customise metrics that you want to see on your smart dashboard. It also provides pre-configured templates that you can utilise to quickly view industry standard insights and metrics. 

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