Follow-up on your fieldservices leads in your CRM
We make it easy for you to follow up website leads in your CRM software with Housecall Pro and Insightly working together. If you’re looking to eliminate data entry, speed up your process for converting leads to new bookings and ensure a streamlined experience for your admin staff, our sync between Housecall Pro and Insightly will make this easy. Our team specialises in connecting Field Services and CRM software so get in touch with one of our integration experts today.
Frequently Asked Questions
How secure is this integration?
100% bulletproof security with 256 Bit encryption, plus we do not store any client details on our servers.
How do I setup the integration?
This integration isn’t built yet, but based on our current integrations the work flow would be as follows:
1) Register a SyncEzy Account here
2) Find the Housecall Pro/ Insightly integration from the Integration library.
3) Subscribe to the Housecall Pro/ Insightly integration.
4) Authenticate Housecall Pro
5) Authenticate Insightly
6) Complete the configuration steps.
What is the price of this integration?
Providing fixed pricing on integrations is difficult as different-sized companies have different requirements & support levels (i.e. a 5-person business vs a 500-person, multi-site company). Our team are specialists in tailoring implementation & support packages that make sense for a business of your size. Click the “Chat Now” button on the bottom right of this page to start the conversation.
Do you offer support?
We pride ourselves on the quality of our support and have the testimonials from customers to prove it. It is no wonder that most customers have stayed with us for more than 3 years!