How to integrate Insightly CRM

Created by Igor Galic, Modified on Fri, 19 Aug 2022 at 02:09 PM by Igor Galic



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 :


 

 

 

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!

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