Coming up next –  Mary Poppen & Sandy Yu  Optimizing B2B SaaS Revenue: Mastering Upselling & Cross-Selling Strategies

Register

Integrate Insightly with your enterprise applications using AppEQ

Empower Your Team with Smarter Data Driven Decisions on Insightly

Organizations often store key revenue details and account information in Insightly, but gaining a full understanding of account health requires integrating data from multiple systems like product analytics tools (e.g., Mixpanel), customer feedback tools (e.g., SurveyMonkey), and helpdesk systems (e.g., Zendesk). AppEQ seamlessly connects Insightly with these systems, providing your teams with real-time, contextual data alongside revenue insights. This empowers a data-driven approach to managing customer success, driving retention, and identifying upsell opportunities.

AppEQ.ai - Composable Workspace for Customer Success

Seamlessly Integrate Product Analytics with Insightly

Integrating Insightly with product analytics allows businesses to align customer success efforts with product usage data. This enables account managers to track usage metrics directly within Insightly, providing valuable insights to:

  • Gain Visibility into Product Engagement:
    • Understand how customers interact with your product.
  • Align Revenue with Product Usage:
    • Correlate usage data with account revenue for more strategic decisions.
  • Receive Real-Time Updates:
    • Monitor product adoption in real time to prevent churn and identify upsell opportunities.

  • Integrate Insightly Mixpanel with AppEQ

  • Integrate Insightly Amplitude with AppEQ

  • Integrate Insightly Pendo with AppEQ

  • Integrate Insightly Heap with AppEQ

  • Integrate Insightly Userpilot with AppEQ

  • Integrate Insightly Gainsight Px with AppEQ

    • Unlock Actionable Insights by Integrating Customer Surveys with Insightly

    Integrating Insightly with customer surveys enables businesses to align customer success efforts with real-time feedback and sentiment data. This ensures that account managers can track and plan activities based on customer sentiment, all within Insightly. This integration provides:

    • Visibility into NPS Responses:
      • Track customer sentiment at the account level to understand overall satisfaction.
    • Actionable Customer Requests:
      • Identify customer needs and requests that can improve their experience and value.
    • Opportunity Signals:
      • Monitor survey responses for signals that indicate the right time to upsell, cross-sell, or request testimonials.

  • Integrate Insightly Surveymonkey with AppEQ

  • Integrate Insightly Typeform with AppEQ

  • Integrate Insightly Qualtrics with AppEQ

  • Integrate Insightly Medallia with AppEQ

    • AppEQ MS Dynamics Integration
    Zendesk Helpdesk Integration
    Mixpanel Integration
    Jira Integration
    Gmail Inbox
    Pendo Integration
    Hubspot Integration
    Slack Integration 2
    Zoho Integration
    Freshdesk Integration
    Gainsight Integration

    How AppEQ Connects Insightly with other enterprise applications

    AppEQ seamlessly connects Insightly with Product Analytics, offering contextual summaries and real-time data syncs across platforms. Here’s how it enhances your workflow:

    • Unified Dashboard:
      • AppEQ's Chrome extension displays real-time account statuses from Insightly alongside product usage data from analytics tools like Mixpanel, all in one place.
    • Actionable Insights:
      • Customer Success Reps and Account Executives can quickly identify accounts with low engagement or high product usage, enabling timely interventions and new sales opportunities.
    • Early Warning and Playbooks Triggers
      • Get alerts for product usage anomalies and other critical metrics, and automatically flag at-risk accounts within Insightly.

    Many out of the box integrations

    Steps to Integrate {{mpg_CRM}} and YOUR ENTERPRISE APPLICATIONS Using AppEQ

    01 Connect.

    Install the AppEQ Chrome Extension and seamlessly connect it to both your Insightly and other applications using  secured authorisation, enabling real-time data synchronization.

    02 Configure.

    Configure your Insightly business object details (such as accounts, opportunities, customers, revenue and contracts) and other enterprise applications‘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. 

    More Integrations to power your team

    AppEQ helps to get seamless data and insights @fingertips in your CRM

    SurveyMonkey

    Get NPS and Customer Survey to understand customer sentiments

    Zendesk

    Get Helpdesk data to understand open issues and queries from your accounts

    Stripe

    Understand invoices and payment status easily within the CRM

    Google Spreadsheet

    Combine Adhoc data with your CRM

    Explore More Integrations

    Your Ultimate Solution For Revenue Retention and Growth