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Insightly CRM & Magento Integration

Integrations > Magento

Magento is a flexible, open-source eCommerce platform. The platform is highly scalable, with advanced features for managing the storefront and marketing to target customers. Companies of all sizes use the platform to gain complete control over creating the desired customer experience.

Why integrate Insightly and Magento with AppConnect?

Magento helps organizations sell online products at scale. By integrating Magento with Insightly’s AppConnect you can sync your products, customers, and order across platforms to power more efficiency from your sales and marketing teams.

Use Cases: Integrating Insightly and Magento

  • Create key contact records in one application and sync data seamlessly across records With a Magento integration, key data is unified between platforms. Contacts, orders, and invoices are linked across both applications, with Insightly as the source of truth for every single transaction.
  • Sync products between your eCommerce platform and CRM system A Magento CRM integration streamlines how you manage inventory across different systems. New products in Magento or Insightly are automatically added to your records in the other platform. This ensures that your product offering is consistent and all team members have access to the same data.
  • Update CRM projects and opportunities to account for eCommerce orders Integrating Magento with Insightly allows you to synchronize new order details with your CRM. You can use this feature to automate updates for opportunities and projects to reflect any purchases.

Connect to 1000+ apps directly from Insightly

Insightly AppConnect is an integration automation application that makes it easy to build sophisticated integrations and workflows between Insightly and hundreds of applications you use across your entire organization.

Insightly AppConnect comes out of the box with hundreds of pre-built app connectors to all the apps you use every day in your organization. Use AppConnect to create workflows across IT, Marketing, HR, Finance, and Sales and Support. New connectors are added every month.

Build your own integrations with a powerful workflow builder

AppConnect is a very easy to use integration design tool that empowers anyone on your team to build out sophisticated integrations and workflows of any complexity level quickly without having to write any code. Connect to hundreds of apps you already use, map fields, transform and manipulate data, perform calculations, then deploy, schedule and trigger integrations in seconds without servers or IT involvement.

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