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How to connect Insightly with Twilio
Insightly / Twilio
Documentation

Connect Insightly to Twilio with LeadsBridge

Insightly » Twilio

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

  1. Type in the integration's name in the dedicated field
  2. Enter Account ID, Access Token, Send SMS from and Lead Notifications to (Namephonenumber> or phonenumber) to connect Twilio with LeadsBridge
  3. To find your Account ID and your Access Token just follow these steps:
    • Go to your Twilio Login Page
    • On the Dashboard page you will see your Account ID and your Access Token
    • Copy and paste them inside your Leadsbridge integration.
    ( OPEN LINK)
  4. To find your Phone Number just click on "Phone Number" tab to see the lists of the numbers registered in your account.( OPEN LINK)
  5. Click on the Next button
  6. You'll now be able to select the destination segment to send your leads to
  7. 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
  8. 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 Twilio with LeadsBridge, do not hesitate to contact our Support!