Easily connect Insightly with Leadinfo. Once you connected the accounts you can add a timeline event to the company in Insightly. Allowing you to have access to valuable insights of your website visits in Insightly!
Why Connect Insightly to Leadinfo
Before you set up the integration, let's dive deeper into what the benefits of connecting Insightly to Leadinfo. First and foremost, with the integration you can:
🔗 Link website visitors to existing companies within Insightly
🆕 Send a website visitor of as a new company within Insightly
💻 View the visited pages of said company within Insightly
This allows you to integrate the information from Leadinfo into your current sales flow.
Please note 📝 The pages a company visits will be shared after the connection has been made. Sending over pages does not work retro-actively.
How do I set up the Insightly integration?
1. Log in to the Leadinfo portal and go to settings.
2. Under integrations select "Insightly".
3. Provide the API Key from Insightly. Click here to read where you can find the API Key.
4. Click on "Connect to Insightly".
How do I connect companies from Leadinfo to Insightly?
No data is being shared with Insightly until you connect a company. You can do this from the company profile in the inbox.
1. Go to the company profile you want to connect.
2. Click on the button "Link to Insightly" in the right corner.
3. Connect the company to Insightly. You can do this in two ways:
3.a Does the company already have a profile in Insightly? Search for the company you would like to connect it to and click on "Connect".
3.b Do you want to create a new company in Insightly? Select the correct account manager, give the company a name (prefilled) and click on "Create and link".
4. You will immediately find the company in Insightly.
What information is shared?
When you create a new company from the inbox, Leadinfo will share the following information with Insightly:
Where can I find the API Key in Insightly
In order to connect Leadinfo to Insightly, you will need to provide the API Key. This can be found in the "User Settings" of Insightly.
Good to know 📝 We never view the data of your CRM ourselves. The system only needs authorization, so Leadinfo can transfer the data to your CRM environment.