Integrate Insightly Education CRM with LeadsBridge

Intro

Insightly’s education CRM is a cloud-based solution that can be customized for the education industry to facilitate prospective student lead management, enrollment planning, recruiting territory management, alumni engagement and donor outreach.

In this article, you'll learn how to connect your LeadsBridge account with Insightly Education CRM.

Connect Insightly Education CRM integration

Before you start

Authorize Insightly Education CRM integration

Setup your Insightly Education CRM integration

1. Click on Connect Insightly Education CRM
2. Click on Create new integration to connect your Insightly Education CRM (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 Education CRM integration
4. Fill API Key field to connect Insightly Education CRM with LeadsBridge
5. Click on the Authorize button
6. You can choose a name for this Insightly Education CRM 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 Education CRM is connected, you can continue with the set-up of your bridge

Configuration details for Insightly Education CRM

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.

Which entity concepts we support for Insightly Education CRM

With LeadsBridge you may use these entity concepts for Insightly Education CRM.

1. Lead

   Leads are users interested in your activity.

2. Contact

   Contacts are users who have already left their data.

Which segmentation concepts we support for Insightly Education CRM

With LeadsBridge you may use these segmentation concepts for Insightly Education CRM.

1. Tag

   Tags are a quick and flexible way to label and group contacts, leads, emails, organizations, opportunities, or projects. ( Learn more)

2. Lead Source

   Leads Source is where your leads come from.

Do you need help?

Here some additional resources:

• LeadsBridge KNOWLEDGE BASE
• Contact support from your account clicking on the top right Support button