Insightly CRM AppConnect Integration – Microsoft Teams

If you're using both Insightly CRM and Microsoft Teams without the integration in place, your teams are missing out on the ability to work smarter and more effectively.

With AppConnect, Insightly's low-code, no-code integration tool, you can now leverage the full potential of both platforms and bring your customer and project management processes directly into Microsoft Teams. The integration enables you to access essential CRM data and functionalities without leaving the Teams interface, providing a centralized workspace for all your team's needs.

In this video, Insightly Sales Engineer Felipe will walk you through a hypothetical business example and demonstrate how you can connect your Insightly CRM account with Microsoft Teams, allowing you to notify internal team members of a new project, assign members to the project, and create a dedicated Teams channel—all with the push of a button.

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