Connect Insightly to JobScore 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 JobScore 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 JobScore

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

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.

Step 2.C: Setup your JobScore integration

Click on Connect JobScore
Click on Create new integration to connect your JobScore (or select an existing one from the dropdown if you already connected it)
A popup wil be opened where you can authorize the JobScore integration
Fill field to connect JobScore with LeadsBridge
Click on the Authorize button
You can choose a name for this JobScore 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 JobScore is connected, you can continue with the set-up of your bridge

Step 2.D: Configuration details for JobScore

How to get Domain, WSDL URL, Sub Domain, Engage, IBM Watson Engage POD, Client ID, Client Secret, Domain, Database host, Database name, Domain, App Id, Company, API URL, URL, Auth URL, Form URL, API Username, Username, Email, API Password, Password, App Password, API Key, API Signature, API Secret, API ID, Account ID, Consumer key, Consumer secret, Access Token, Access Secret, Merchant ID, Public key, Private key, HTML form code, Use SFTP? (Secure FTP), FTP Host, FTP Port, FTP Username, FTP Password, Root directory, SOAP Success Pattern, Sender Email, To Receivers, Subject, Text before lead data, Security token, CRM URL, Database, Interact POD, vendor ›› id, API Version, Access Key, API version, API version, API version, Campaign Name, Tracking ID, Application Name, Partner ID, Partner Secret Key, Affiliate ID, Send SMS from, Secret Key, CURL Code, API Token, API version, User Code, User Id, Owner Email, Charset, User Email, Auth Token, Campaign ID, JWT token, Tenant ID, Mandatory ID, Lead Notifications to (Namephonenumber> or phonenumber), File's extension (eg. txt), Fields Separator Char, URLs, Client, Site ID, Site, AWS Region, AWS Access, AWS Access Secret, AWS Bucket Name, AWS Bucket Directory, Affiliate Username, Affiliate Password, Organization, List ID, Domain.Integration.firstRowContainsHeaders

Please check this documentation, you can find all the information about API key and others: ( Learn more)

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 JobScore fields.

You will have JobScore fields on the left. Match the information you wish to pass align from Insightly
Based on JobScore 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
JobScore documentation page and common questions
LeadsBridge KNOWLEDGE BASE
Contact support from your account clicking on the top right Support button

How to connect Insightly with JobScore