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How to connect Insightly with ClickDimensions
Insightly / ClickDimensions
Documentation

Connect Insightly to ClickDimensions with LeadsBridge

Insightly » ClickDimensions

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

  1. Type in the integration's name in the dedicated field
  2. Enter Form URL where you want to send your leads
  3. To get the Form URL of your ClickDimensions form, please first log in on your CD account.
    1. Go to "Settings" » "Web Content"
    2. Open the desired form by clicking on its name
    3. Click on "Design"
    4. Then press the Embed Button on the Web Content you created
    This will open a window that contains the URL to embed the form.
  4. Please set up a "Custom URL" or use the default one by using the "Embed as Link" option.

    Then click on the "Copy URL" button to get the Form URL.
  5. "Success Patterns" and "Failure Patterns" can be left with their default values. This is optional so you may not worry about it unless you encounter errors on your sync.

    To set up those patterns, you should enter the parameters based on your server responses. Since these responses don't depend on LeadsBridge, you may need the help of a tech guy.
  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 ClickDimensions with LeadsBridge, do not hesitate to contact our Support!