Connect Insightly to FollowUpBoss with LeadsBridge
In this article, you'll learn how to set up the bridge and connect Insightly to My CRM Example using LeadsBridge.
How to set up your bridge step-by-step tutorial
Before you start
- Head over to the left sidebar and click on the Create new Bridge green button
- You'll be taken to the first step of the bridge creation
Step 1: Choose the apps you want to connect
- Choose Insightly as the source for your bridge
- Choose FollowUpBoss as the destination for your bridge
- Click on the Continue button
- At this point you can choose a name for your bridge (this will only be visible inside LeadsBridge and you can also edit it later)
Step 2: Configure your Insightly with FollowUpBoss
Step 2.A: Setup your Insightly integration
- Click on Connect Insightly
- Click on Create new integration to connect your Insightly (or select an existing one from the dropdown if you already connected it)
- A popup wil be opened where you can authorize the Insightly integration
- Fill API Key field to connect Insightly with LeadsBridge
- Click on the Authorize button
- You can choose a name for this Insightly and LeadsBridge integration (you can also edit it later)
- Once done, click on Continue button and you will get back to the bridge experience where you could choose additional integration settings
- Now that your Insightly is connected, you can continue with the set-up of your bridge
Step 2.B: Configuration details for Insightly
How to get API Key
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
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
Other Info
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.
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.
Step 2.C: Setup your FollowUpBoss integration
- Click on Connect FollowUpBoss
- Click on Create new integration to connect your FollowUpBoss (or select an existing one from the dropdown if you already connected it)
- A popup wil be opened where you can authorize the FollowUpBoss integration
- Fill API Key field to connect FollowUpBoss with LeadsBridge
- Click on the Authorize button
- You can choose a name for this FollowUpBoss and LeadsBridge integration (you can also edit it later)
- Once done, click on Continue button and you will get back to the bridge experience where you could choose additional integration settings
- Now that your FollowUpBoss is connected, you can continue with the set-up of your bridge
Step 2.D: Configuration details for FollowUpBoss
How to get API Key
The only information to be retrieved from Follow Up Boss is the API KEY.
Log into your FollowUpBoss account: https://app.followupboss.com.
Click on the user name and then on 'My Settings'.
Log into your FollowUpBoss account: https://app.followupboss.com.
Click on the user name and then on 'My Settings'.
On this page, you will find the API Key to paste inside your LeadsBridge integration.
Other Info
Then select 'Send In Leads' from the tabs on the top.
Step 2.E: Email Receipt (Optional)
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
Step 3: Fields Mapping
Here you'll be able to map your Insightly information with your FollowUpBoss fields.
- You will have FollowUpBoss fields on the left. Match the information you wish to pass align from Insightly
- Based on FollowUpBoss functionality, some fields might be required; if this is the case, you can identify those fields with a * (star), so be sure to map all them
- You can also use the functions to customize information like reformatting dates and times or modifying text, phone numbers and so on.
- You may leave blank the box of a field's information you don't want to send through. Clicking on the Show unmapped fields button you will have visibility on all the available fields still not mapped
Step 3.A: Leads Filter (Optional)
If you'd like you could add a filter for incoming leads. This filter will sync only leads that meet the configured conditions
- Click on the link Add Filter for Incoming Leads on the top left
- A popup wil be opened where you can configure the filter
- You can define a series of condition to filter the leads. The lead will be synced only when all the conditions will be met
- Once finished, click the Save Changes button to switch back to the Fields Mapping to continue with the bridge configuration
Step 3.B Test Connection (Optional)
Once you’ve mapped all the fields that you need, if available, you can run a test of your connection by clicking on the Test Connection button.
Step 4: Save and Publish
- Click on the Save and publish button
Congratulations! Now your bridge is up and running
Do you need help?
Here some additional resources:
- Insightly documentation page and common questions
- FollowUpBoss documentation page and common questions
- LeadsBridge KNOWLEDGE BASE
- Contact support from your account clicking on the top right Support button
