Integrate Insightly Education CRM with LeadsBridge
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
- Head over to the left sidebar and click on Integrations
- Click on the Add New button
- Enter a recognizable name for your integration
- Click on the Browse button
- Select "Insightly Education CRM" from the providers list
- Click on the Next button
- Enter API Key to connect Insightly Education CRM with LeadsBridge
- Click on the Finish button
How to get the API Key
Enable the Lead Management option for each user.
- Login to your Insightly account,
- Go on the top right menu » System settings
- Click on the left menu » Leads Management tab
- Check the Leads Management box.
To find the API Key follow these steps:
- Login inside your Insightly account
- Go on the top right menu and select User Settings
- Scroll down the tab till you find the API Key
- Paste the API Key in the LeadsBridge integration
Which entity concepts we support for Insightly Education CRM
LeadLeads are users interested in your activity.
ContactContacts 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.
TagTags are a quick and flexible way to label and group contacts, leads, emails, organizations, opportunities, or projects. ( Learn more)
Lead SourceLeads Source is where your leads come from.
- How to create a bridge
- How to connect Facebook Leads Ads to Insightly Education CRM
- How to connect any CRM/Platform
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!