Insightly and Pendo Integration with AppEQ

Unlock Account-Level Product Insights

Organizations often store revenue details and account information in Insightly, but understanding product usage at an account level requires deep integration with product analytics tools like Pendo. AppEQ allows you to seamlessly connect Insightly and Pendo, giving your teams instant access to product usage data alongside revenue insights, enabling a data-driven approach to managing customer success and driving upsell opportunities.

AppEQ.ai - Composable Workspace for Customer Success

Why Integrate Insightly and Pendo

Integrating Insightly and Pendo helps businesses align customer success with product analytics, ensuring that account managers can track product usage metrics at the account level, right from within Insightly. This integration enables:

  • Visibility into Product Engagement:
  • Understand how customers are using your product.
  • Revenue Alignment:
  • Correlate product usage with account revenue for better strategic decisions.
  • Real-Time Updates:
  • Monitor product adoption in real time to prevent churn and identify upsell opportunities.

How AppEQ Connects Insightly and Pendo

AppEQ provides a powerful bridge between Insightly and Pendo by offering contextual summaries and data syncs across platforms. Here’s how it works:

  • Unified Dashboard:
  • AppEQ's Chrome extension shows real-time account statuses from Insightly alongside product usage data from Amplitude.
  • Actionable Insights:
  • Customer Success Reps and Account Executives can easily see which accounts have low engagement or high product usage, enabling timely interventions or sales opportunities.
  • Red Alerts and Tickets:
  • Receive alerts on product usage anomalies or other key metrics, and automatically flag at-risk accounts within Insightly.

Many out of the box integrations

Activate Data and Customer Insights Seamlessly

Steps to Integrate Insightly and Pendo Using AppEQ

01 Connect.

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

02 Configure.

Configure your Insightly business object details (such as accounts, opportunities, customers, revenue and contracts) and Pendo’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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