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How to connect Insightly with SMS Notification
Insightly / SMS Notification
Documentation

Connect Insightly to SMS Notification with LeadsBridge

Insightly » SMS Notification

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

  1. Type in the integration's name in the dedicated field
  2. Enter Send SMS from to connect SMS Notification with LeadsBridge
    • "Send SMS from" is the sender's phone number of your SMS notifications.
      It may be your phone number or your company phone number, something recognizable when receiving the SMS.
    • DISCLAIMER: if the receiver number is from the US or Canada, the sender's phone number will not be visible in accordance with their national legislation.
    • "Agents List (SMS Numbers)" is the field where the phone numbers to notify should be added.
      You may enter only your phone number if you're the only receiver, or you may add a list of phone numbers along with names if you'd like to send SMS to different agents. Adding names will be useful to recognize the receiver later, inside the bridge settings.
  3. Please remember that all phone numbers should be written with the +CAT format, as per the example below.
  4. Click on the Next button
  5. You'll now be able to select the destination segment to send your leads to
  6. 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
  7. 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 SMS Notification with LeadsBridge, do not hesitate to contact our Support!