APPDRAG

CRM

Insightly

24 August, 2017

Insightly is a powerful Customer Relationship Management (CRM) software that allows you to stay organized with all your leads, customers, and anyone else interacting with your business. Insightly also provides a project management, social outreach and business overviews and reporting elements to help you get the whole picture when it comes to your business. You can embed the Insightly Web to Contact form right into your AppDrag site you can add your Insightly Web to Contact webform right into your AppDrag site.

To start, head to Insightly and copy the embed code they provide on https://www.insightly.com/.

Then:

1 - Go to the dashboard and edit your project in the PageBuilder

2 - Click on Add Component and select a Source Code > Javascript Source Code embedded

3 - Double click on it to open the source code edition

4 - Enter the javacsript code from https://www.insightly.com/

5 - Save your page and publish your website