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How to connect Insightly with Selligent Marketing Cloud

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Connect Insightly to Selligent Marketing Cloud with LeadsBridge

Insightly » Selligent Marketing Cloud

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

  1. Head over to the left sidebar and click on the Create new Bridge green button
  2. You'll be taken to the first step of the bridge creation

Step 1: Choose the apps you want to connect

  1. Choose Insightly as the source for your bridge
  2. Choose Selligent Marketing Cloud as the destination for your bridge
  3. Click on the Continue button
  4. 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 Selligent Marketing Cloud

Step 2.A: Setup your Insightly integration

  1. Click on Connect Insightly
  2. Click on Create new integration to connect your Insightly (or select an existing one from the dropdown if you already connected it)
  3. A popup wil be opened where you can authorize the Insightly integration
  4. Fill API Key field to connect Insightly with LeadsBridge
  5. Click on the Authorize button
  6. You can choose a name for this Insightly and LeadsBridge integration (you can also edit it later)
  7. Once done, click on Continue button and you will get back to the bridge experience where you could choose additional integration settings
  8. 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 Selligent Marketing Cloud integration

  1. Click on Connect Selligent Marketing Cloud
  2. Click on Create new integration to connect your Selligent Marketing Cloud (or select an existing one from the dropdown if you already connected it)
  3. A popup wil be opened where you can authorize the Selligent Marketing Cloud integration
  4. Fill API URL, Consumer key, Consumer secret field to connect Selligent Marketing Cloud with LeadsBridge
  5. Click on the Authorize button
  6. You can choose a name for this Selligent Marketing Cloud and LeadsBridge integration (you can also edit it later)
  7. Once done, click on Continue button and you will get back to the bridge experience where you could choose additional integration settings
  8. Now that your Selligent Marketing Cloud is connected, you can continue with the set-up of your bridge

Step 2.D: 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 Selligent Marketing Cloud fields.

  1. You will have Selligent Marketing Cloud fields on the left. Match the information you wish to pass align from Insightly
  2. Based on Selligent Marketing Cloud 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
  3. You can also use the functions to customize information like reformatting dates and times or modifying text, phone numbers and so on.
  4. 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

  1. Click on the link Add Filter for Incoming Leads on the top left
  2. A popup wil be opened where you can configure the filter
  3. You can define a series of condition to filter the leads. The lead will be synced only when all the conditions will be met
  4. 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: