ClickCease
Others

Insightly

Insightly is a CRM and project management app that helps small to medium businesses manage contacts track relationships monitor sales pipeline organize projects and more. It keeps all your critical business info on all your devices so your company sells more and satisfies customers better.
ChatDaddy
Insightly
Activate now
INTEGRATIONS

Ways to use our Integrations

INTEGRATION
ACTIVITY

Send a message flow to a chat on ChatDaddy when a record is deleted on Insightly

TRY NOW

Send a message on ChatDaddy when a new record is created on Insightly

TRY NOW

Add a tag to contact on ChatDaddy when a record is updated on Insightly

TRY NOW

Create a contact on ChatDaddy on Insightly

TRY NOW

Creates a Record on Insightly when new contact created on ChatDaddy

TRY NOW

Finds an existing Record on Insightly when contact tag is updated on ChatDaddy

TRY NOW

Updates a Record on Insightly when new tag created on ChatDaddy

TRY NOW

on Insightly when new team member is added on ChatDaddy

TRY NOW
How It Benefits Your Business

Save More Time

Automate the mundance

Most businesses operate using a range of manual tasks, with staff rekeying information from one app into another, or retyping the same message, which is extremely inefficient. With ChatDaddy’s integration, you can help your business save time and remove human errors. You can trigger a message drip or notification to run in Chatdaddy from all sorts of events, from receiving an email, adding a row to a spreadsheet, updating a record in a CRM, receiving an appointment, or creating a financial transaction in an accounting app.

Scale your business

Growing a business can be challenging, especially if team members are spending more time on admin than the stuff you would rather they were doing. Reviewing your processes, streamlining them, and then using ChatDaddy to automate them will free up time for staff to concentrate on the core business.  They can get back to being creative, or looking at the big picture, rather than drowning in a mountain of paperwork. As you grow, you can already support the increased business as it will be handled by automation rather than needing to hire more people.

Do More Sales

Increase conversion rates

With an eCommerce WhatsApp Chatbot, your business can send payment reminders, offer incentives to create a sense of urgency, and answer questions that your customers might have. ChatDaddy is also ideal for sending handy reminders for calls, meetings, and any other appointments which you don’t want to forget. Connect with your calendar app and send notifications or send message drips, it’s like having a personal assistant!

Streamline your customer onboarding

Making a sale is great but it usually triggers a series of tasks to get the new customer set up on various systems and send them information about how you’ll work with them.  You may need them to sign a contract and set up some initial workshops.  All of this can be automated, from calendar management to creating Zoom meetings, sending emails, and updating your CRM.  You’ll never forget a step in the process, will save a load of time, and have peace of mind that the data is accurate.

Get more testimonials

Testimonials are key for winning new business and satisfied customers are usually more than happy to provide one, but many businesses don’t ask for them.  Using an automated workflow at the end of a project or after selling a product makes it really easy to get valuable testimonials. You can send a sequence of WhatsApp messages using ChatDaddy to make the request, follow up if needed to remind your customer, and the content can include links to your Google business page, an industry review site, your Facebook page, or LinkedIn profile.

Our Business

Application

Send Payment Reminder
Send Payment Confirmation Notification
Send Order Cancellation Notification
Send Delivery Notification
Automated notifications
Send meeting confirmation
Send appointment (meeting dial-in or business location) details
Send reminders for calls, meetings, and any other appointments
Send personalized message drip
Client status update notification
Assign customers teammates
Tag customers
Increase CRM database
Client status update notification
Assign customers teammates
Tag customers
Increase CRM database
INTEGRATION

Similar Integrations

View all
SamCart
SamCart is an online shopping cart that helps you sell things online.
Connect app
CallRail
CallRail is an analytics platform designed for those who rely on quality calls and inbound leads to measure success.
Connect app
Google Drive
Google Drive is Google's file sync app that lets you store all of your files online alongside your Google Docs documents and keep them synced with all of your devices.
Connect app
Crisp
Crisp is a messaging app that unifies your user communication from Crisp Live Chat Email Messenger Twitter and SMS into one platform
Connect app
Kommo
Kommo is a messaging-powered CRM that helps you engage with your customers on a whole new level. It's a versatile cloud-based sales automation tool that enables you to manage leads and monitor your sales pipeline in only a few clicks.
Connect app
Intercom
Intercom is the Engagement OS an open channel between customer and business that is in the product in the moment and on their terms. We break down silos unifying data and systems to create an ongoing dialogue so companies can make the most of every opportunity.
Connect app

Over 1000+ Integrations

Integrate with all the marketing & social apps you use everyday. Instantly copy and add your integrations.
Hi!
How can we help you?
Chat Now
WhatsApp automation logo

Message us