How to integrate Insightly CRM

Created by Maja Bradonjic, Modified on Fri, 19 Aug, 2022 at 2:09 PM by Igor Galic

Description
Entities
Steps

Description

Insightly is a powerful, easy to use CRM software with native integrations to Gmail, Office 365, MailChimp, and other popular applications. With more than 1.5 million users in a variety of industries, Insightly is a leading CRM software. Businesses use Insightly to manage contacts at every stage of the sales process, track customer relationships, monitor their sales pipeline, and more.

Entities

Source	Target
Send Contacts	Add Contacts
Send Organizations	Add Organizations
Send Leads	Add Leads
Send Users	Add Teams
Send Teams	Add Team Members
Send Team Members	Add Lead Sources
Send Lead Sources	Add Lead Statuses
Send Lead Statuses	Add Opportunities
Send Projects	Add Opportunity Categories
Send Opportunities	Add Project Categories
Send Opportunity Categories	Add Projects
Send Pipelines
Send Pipeline Stages
Send Project Categories
Send Lead Custom Fields

Steps

Step 1.

Either while Creating a Task or in the Integrations menu.

Enter the name of the integration in the search bar .

Step 2.

Enter the Name of the Integration.

You can optionally also enter a description .

And press next.

Step 3.

You will be prompted for the "Base URL" and "API Key".

Step 4.

To obtain your "Base URL" simply log in to your Insightly CRM dashboard and copy the URL of the dashboard, in our case it is :

https://crm.na1.insightly.com/

Step 5.

To obtain the "API Key" log in to your Insightly CRM dashboard and on the top right click on the Account Icon and then on "User Settings".

On the bottom of your "User Settings" you will find your API Key.

Simply copy and paste it to SyncSpider!

Click Finish.

Insightly CRM is just one of the tools we support!

To check the list of the tools and features we support, please click here.

If you don't see your favorite tool on our list, please take the time and send us a request here to create an integration for you OR Up-vote it if it's already on the list :)

We develop the integrations based on the requests and up-votes :)

We hope that this covers everything. If you have any further questions or need additional clarification please reach out to us via [email protected] or our Chat Widget!