Live Demo: Insightly Integration for WooCommerce
Utilizing the plugin i.e. Insightly Integration for WooCommerce you can conveniently automate your entire order processing by synchronizing your WooCommerce customer data over Insightly CRM.
How this WooCommerce-Insightly Integration Demo works?
Request A demo
In order to initiate the process, you need to first fill out the request form for a personal demonstration of the WooCommerce-Insightly Integration plugin.
Link Demo Store with Insightly CRM
The very next step to that includes creating a connection within your Insightly CRM account and the demo website that you’ve obtained just.
In case you’re confused about the integration process, do refer to our Plugin Setup Guide available for the plugin.
Setup Plugin & Sync Data
Begin preparing the feeds and mapping the WooCommerce fields to the pre-existing Insightly object fields once the synchronization process has been completed smoothly.
Check Instant Sync
Start synchronizing orders data from your WooCommerce store to your Insightly CRM account once you’ve successfully performed mapping your feeds utilizing the instant and bulk sync feature of the plugin.
Are You Still Confused About How Our Insightly Integration for WooCommerce Works?
Frequently Asked Questions
- Contact Feed
- Organisations Feed
- Opportunities Feed
- Leads Feed
- Task Feeds
- Projects Feed
- Bulk Data Sync – Sync all the WooCommerce Objects of your site to the Insightly CRM in One Click.
- One-Click Sync – Sync all the New/Failed WooCommerce Objects of your site to the Insightly CRM in One Click.
Request For Personal Demo
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