Integrate Insightly with LeadsBridge
Insightly is the easy, powerful and affordable online Customer Relationship & Project Management Software used by over 400000 small businesses world wide.
In this article, you'll learn how to connect your LeadsBridge account with Insightly.
Connect Insightly 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" from the providers list
- Click on the Next button
- Enter API Key to connect Insightly 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
LeadLead is an important part of any sales process. When you get information about someone who might be interested in your products or services, but haven’t yet verified their interest or fit for your business, you’ll add them to Insightly on the Leads tab. ( Learn more)
ContactContacts are all customers or potential customers who have shown interest in a particular product or service and who have already left an email address or phone number.
Which segmentation concepts we support for Insightly
With LeadsBridge you may use these segmentation concept for Insightly.
TagTags on Insightly are a quick and flexible way to label and group contacts, leads, emails, organizations, opportunities, or projects in Insightly. They’re great for mailing groups, geographic labels, temporary ownership of an item, and many other uses. ( Learn more)
Lead SourceIs where leads come from, also called "Source".
If you have any further questions regarding this matter, or if you need help to set up the connection between Insightly with LeadsBridge, do not hesitate to get in touch!