https://leadsbridge.com/wp-content/themes/leadsbridge/img/integration-lg-logos/logo24.png
https://leadsbridge.com/wp-content/themes/leadsbridge/img/integration-lg-logos/logo74.png
How to connect ChartMogul with Insightly
ChartMogul / Insightly
Documentation

Connect ChartMogul to Insightly with LeadsBridge

ChartMogul » Insightly

In this article, you'll learn how to set up the bridge and connect ChartMogul to Insightly using LeadsBridge.

How to set up your bridge step-by-step tutorial

Before you start

  1. Head over to the left sidebar and click on Bridges
  2. You'll be taken to the Bridges section of your account
  3. Click on the Add New button
  4. You'll be taken to the first step of the bridge creation

Step 2: Setup your ChartMogul source

  1. Type in the name you'd like to call your integration
  2. Enter Secret Key and API Token to connect your ChartMogul with LeadsBridge
  3. Find your Account Token and Secret Key in the ChartMogul API Admin page. Click the gear icon that's present in the bottom left of your account. There you will see the API tab with the Account Token and Secret Key. ( OPEN LINK)
  4. Select the segment you'd like to use as the source for your leads
  5. Click on the Next button

Step 3: Setup your Insightly destination

  1. Type in the integration's name in the dedicated field
  2. Enter API Key to connect Insightly with LeadsBridge
  3. Enable the Lead Management option for each user.
    1. Login to your Insightly account,
    2. Go on the top right menu » System settings
    3. Click on the left menu » Leads Management tab
    4. Check the Leads Management box.
  4. To find the API Key follow these steps:
    1. Login inside your Insightly account
    2. Go on the top right menu and select User Settings
    3. Scroll down the tab till you find the API Key
    4. Paste the API Key in the LeadsBridge integration

  5. Click on the Next button
  6. You'll now be able to select the destination segment to send your leads to
  7. You may choose to receive an email receipt for each incoming lead.
    • Type the address(es) where you'd like to receive the receipt
    • You may also modify the Subject line of the email
  8. Click on the Next button

That's all! Congratulations.

You'll be redirected to the bridges section of your account with a green success message at the top right of the page and your bridge will now be active.

Have you got some questions?

You may want to take a look at the common questions on the respective integration's documentation.

If you have any other questions, or need help to configure your bridge from ChartMogul to Insightly with LeadsBridge, do not hesitate to contact our Support!