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How to connect Insightly with Adobe Campaign
Insightly / Adobe Campaign
Documentation

Connect Insightly to Adobe Campaign with LeadsBridge

Insightly » Adobe Campaign

In this article, you'll learn how to set up the bridge and connect Insightly to Adobe Campaign 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 Insightly source

  1. Type in the name you'd like to call your integration
  2. Enter API Key to connect your 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. Select the segment you'd like to use as the source for your leads
  6. Click on the Next button

Step 3: Setup your Adobe Campaign destination

  1. Type in the integration's name in the dedicated field
  2. Enter Client ID, Client Secret, API Key, JWT token and Tenant ID to connect Adobe Campaign with LeadsBridge
  3. Adobe Campaign APIs require an "API key" and a "user token" to authenticate users requesting APIs.
    1) Sign into Adobe I/O console (( OPEN LINK) and choose your IMS organization from the organization drop down. Then select New integration.
    2) Select "Access an API" and click Continue.
    3) Select Adobe Campaign in the list of possible integrations, under the Marketing Cloud section, and click Continue.
    4) Select New integration and click Continue.
    5) Enter the details needed to create the new integration like Name, Description and the Campaign service to use. Then click Create integration.
  4. Copy the API Key (Client id) and Client Secret credentials generated.( OPEN LINK)
  5. How to generate JWT token( OPEN LINK)
  6. Click on the Next button
  7. You'll now be able to select the destination segment to send your leads to
  8. 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
  9. 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 Insightly to Adobe Campaign with LeadsBridge, do not hesitate to contact our Support!