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How to connect Insightly with Intercom
Insightly / Intercom
Documentation

Connect Insightly to Intercom with LeadsBridge

Insightly » Intercom

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

  1. Type in the integration's name in the dedicated field
  2. Enter App Id to connect Intercom with LeadsBridge
  3. To get the App ID you should log in on your Intercom account and check the URL of your Intercom app.
    The ID is what you see after the apps/ and before /inbox; for example, in the following URL, the ID is "f4i4totg" https:// app.intercom.io/a/apps/f4i4totg/inbox
    Copy the ID and paste it into LeadsBridge integration.
  4. Select the segmentation concept you'd like to use from the dropdown
  5. Click on the Authorize button
  6. Login to the account you'd like to use
  7. Allow LeadsBridge to access your Intercom information
  8. You'll see the blue info success message at the top right of your screen
  9. Click on the Next button
  10. You'll now be able to select the destination segment to send your leads to
  11. 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
  12. 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 Intercom with LeadsBridge, do not hesitate to contact our Support!