Insightly CRM x Microsoft SharePoint — AppConnect Integration Demo
Microsoft SharePoint is widely used by businesses to store documents, such as projects and contracts, in a centralized location. Wouldn't it be convenient to sync this data with your CRM automatically?
Integrating Insightly CRM with Microsoft SharePoint enables efficient collaboration and document management by allowing seamless access to customer-related files and information directly within the CRM interface.
In this demo video, Insightly sales engineer Luke shares how a linked Sharepoint folder can be automatically created when a new project is created in Insightly and how to sync attached files from your Insightly project to that linked Sharepoint folder.
Want to learn more or dive deeper with specific features for your growing business? Request a free, personalized demo with the Insightly team: https://bit.ly/3J5vsJy
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