Connect Incoming Email to Insightly Education CRM with LeadsBridge
In this article, you'll learn how to set up the bridge and connect Incoming Email to My CRM Example using LeadsBridge.
How to set up your bridge step-by-step tutorial
Before you start
- Head over to the left sidebar and click on the Create new Bridge green button
- You'll be taken to the first step of the bridge creation
Step 1: Choose the apps you want to connect
- Choose Incoming Email as the source for your bridge
- Choose Insightly Education CRM as the destination for your bridge
- Click on the Continue button
- At this point you can choose a name for your bridge (this will only be visible inside LeadsBridge and you can also edit it later)
Step 2: Configure your Incoming Email with Insightly Education CRM
Step 2.A: Setup your Incoming Email integration
- Click on Connect Incoming Email
- Click on Create new integration to connect your Incoming Email (or select an existing one from the dropdown if you already connected it)
- A popup wil be opened where you can authorize the Incoming Email integration
- Fill field to connect Incoming Email with LeadsBridge
- Click on the Authorize button
- You can choose a name for this Incoming Email and LeadsBridge integration (you can also edit it later)
- Once done, click on Continue button and you will get back to the bridge experience where you could choose additional integration settings
- Now that your Incoming Email is connected, you can continue with the set-up of your bridge
Step 2.B: Configuration details for Incoming Email
Other Info
This integration extracts, automatically, data from a specific email, and then transforms it into fields that may be used in your bridges.
To set it up, copy the email provided, then you can decide where to put it in your system according to your needs:
- as a recipient of your system notifications
- as a cc in the emails you receive to extract the data from the email body
To set it up, copy the email provided, then you can decide where to put it in your system according to your needs:
- as a recipient of your system notifications
- as a cc in the emails you receive to extract the data from the email body
Now you should trigger a test email notification or forward the email containing the desired information.
The system will recognize all fields that contain data and display them.
The system will recognize all fields that contain data and display them.
Now everything is ready!
You can combine the various fields recognized by the system to send them to your destination during the step of the fields matching!
You can combine the various fields recognized by the system to send them to your destination during the step of the fields matching!
Step 2.C: Setup your Insightly Education CRM integration
- Click on Connect Insightly Education CRM
- Click on Create new integration to connect your Insightly Education CRM (or select an existing one from the dropdown if you already connected it)
- A popup wil be opened where you can authorize the Insightly Education CRM integration
- Fill API Key field to connect Insightly Education CRM with LeadsBridge
- Click on the Authorize button
- You can choose a name for this Insightly Education CRM and LeadsBridge integration (you can also edit it later)
- Once done, click on Continue button and you will get back to the bridge experience where you could choose additional integration settings
- Now that your Insightly Education CRM is connected, you can continue with the set-up of your bridge
Step 2.D: Configuration details for Insightly Education CRM
How to get API Key
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
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
Other Info
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.
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.
Step 2.E: Email Receipt (Optional)
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
Step 3: Fields Mapping
Here you'll be able to map your Incoming Email information with your Insightly Education CRM fields.
- You will have Insightly Education CRM fields on the left. Match the information you wish to pass align from Incoming Email
- Based on Insightly Education CRM functionality, some fields might be required; if this is the case, you can identify those fields with a * (star), so be sure to map all them
- You can also use the functions to customize information like reformatting dates and times or modifying text, phone numbers and so on.
- You may leave blank the box of a field's information you don't want to send through. Clicking on the Show unmapped fields button you will have visibility on all the available fields still not mapped
Step 3.A: Leads Filter (Optional)
If you'd like you could add a filter for incoming leads. This filter will sync only leads that meet the configured conditions
- Click on the link Add Filter for Incoming Leads on the top left
- A popup wil be opened where you can configure the filter
- You can define a series of condition to filter the leads. The lead will be synced only when all the conditions will be met
- Once finished, click the Save Changes button to switch back to the Fields Mapping to continue with the bridge configuration
Step 3.B Test Connection (Optional)
Once you’ve mapped all the fields that you need, if available, you can run a test of your connection by clicking on the Test Connection button.
Step 4: Save and Publish
- Click on the Save and publish button
Congratulations! Now your bridge is up and running
Do you need help?
Here some additional resources:
- Incoming Email documentation page and common questions
- Insightly Education CRM documentation page and common questions
- LeadsBridge KNOWLEDGE BASE
- Contact support from your account clicking on the top right Support button
