Elfsquad CPQ Software for Insightly CRM

Easily integrate CPQ software with your Insightly CRM software for a comprehensive view of your entire process, from lead to project initiation. Access all your details from anywhere with our standard Insightly integration.

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Integrate your Insightly CRM software with Elfsquad CPQ

Our product configurator is easily integrated with your Insightly environment. Your data is directly available, from lead to project initiation. Anytime.  Anywhere. New Sales Opportunity? A quotation opens directly in Elfsquad, allowing configuration to begin.

  • A digital sales channel from A to Z
  • More efficient sales with data sync between both applications

Contact synchronization

Double data entry costs time, is error-prone, and it slows down the entire process. That's why your contacts in Insightly sync with Elfsquad, and vice versa.

  • Contact details always at the ready
  • No more double data entry

Synchronization of quotations

If Sales is creating a new quotation, you can easily input your configuration and import all contact details from Insightly. After which the quotation is automatically synchronized with CRM, updating the status in both applications. If the quotation is accepted, the project begins in Insightly.

  • Complete control over revisions
  • Live status adjustments in both applications

Discover Our Integrations

Elfsquad is based on the API-first principle. Which means you have limitless integration possibilities. 

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