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How to connect Insightly Education CRM with LeadsBridge

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Integrate Insightly Education CRM with LeadsBridge

Insightly’s education CRM is a cloud-based solution that can be customized for the education

Insightly’s education CRM is a cloud-based solution that can be customized for the education industry to facilitate prospective student lead management, enrollment planning, recruiting territory management, alumni engagement and donor outreach.

In this article, you'll learn how to connect your LeadsBridge account with Insightly Education CRM.

Connect Insightly Education CRM integration

  1. Head over to the left sidebar and click on Integrations
  2. Click on the Add New button
  3. Enter a recognizable name for your integration
  4. Click on the Browse button
  5. Select "Insightly Education CRM" from the providers list
  6. Click on the Next button
  7. Enter API Key to connect Insightly Education CRM with LeadsBridge
  8. Click on the Finish button

How to get the API Key

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.

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

Which entity concepts we support for Insightly Education CRM

  1. Lead

    Leads are users interested in your activity.

  2. Contact

    Contacts are users who have already left their data.

Which segmentation concepts we support for Insightly Education CRM

With LeadsBridge you may use these segmentation concept for Insightly Education CRM.

  1. Tag

    Tags are a quick and flexible way to label and group contacts, leads, emails, organizations, opportunities, or projects. ( Learn more)

  2. Lead Source

    Leads Source is where your leads come from.

If you have any further questions regarding this matter, or if you need help to set up the connection between Insightly Education CRM with LeadsBridge, do not hesitate to get in touch!