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How to connect Insightly with Aventri
Insightly / Aventri
Documentation

Connect Insightly to Aventri with LeadsBridge

Insightly » Aventri

In this article, you'll learn how to set up the bridge and connect Insightly to Aventri 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 Aventri destination

  1. Type in the integration's name in the dedicated field
  2. Enter API URL, API Key and Account ID to connect Aventri with LeadsBridge
  3. In order to set up the integration, we'll need the following information:
    Aventri Account ID and Account Key

    After logging in to Aventri, hover over Settings in the bottom left corner, then click Account Settings.
    On the Account Settings page, hover over Integrations in the top right, then click API.
    You'll find your Account ID and Account Key listed here.( OPEN LINK)
  4. Click on the Next button
  5. You'll now be able to select the destination segment to send your leads to
  6. 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
  7. 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 Aventri with LeadsBridge, do not hesitate to contact our Support!