Insightly is a cloud-based Customer Relationship Management (CRM) and integrated project management tool for managing leads, contacts, organizations, partners, vendors, and suppliers. Whether you are using your Insightly CRM system to manage customer relationships or to manage your projects and tasks, you create the best experience when you have access to the right data.
You can use IBM App Connect to pass key data between Insightly and other apps â automatically, in real time. You can do so using configuration and data mapping without a need for coding, and can achieve a return on your investment in minutes/hours, not days/months.
This guide shows you how.
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A business scenario
Youâre a busy Sales professional with a lot on your plate. You want to make sure that youâre getting the right information to your customers at the right time. For that, you need to understand your customers and their needs. So youâre using Insightly as your CRM to stay on top of your sales processes at every step â from initial lead management and customer communication, through reporting, invoicing, and customer payment.
To make the most of Insightlyâs powerful features, you want to make sure that it has access to all the valuable customer information handled by your other apps, like contacts from your sales apps, attendees at events, and completed questionnaires. But you donât have the time to transfer all this information manually.
How App Connect can help
Connect App Connect to your apps, and let it pass the key information to Insightly â automatically. So no more time wasted manually transferring your new customer data to your CRM.
Similarly, you might be using Insightly for project management â to manage your projects, your tasks, your teamâs tasks, and your spending commitments to your customers. When you get new customer data in another app, you might want to create a project or task in Insightly. Instead of spending time adding this information manually, let App Connect update Insightly automatically â in real time. App Connect automates the sharing of this valuable data across these different apps.
What should I consider first?
Before you use App Connect Designer with Insightly, take note of the following considerations:
- App Connect uses the Insightly v2.1 API.
- To create an integration flow that passes key data between Insightly and other apps, you must connect App Connect to each app in the flow:
- To connect App Connect to your Insightly account, you’ll need your Insightly API key.
- To connect App Connect to other apps, see the How to page for that app.
You can connect to an app either from the Applications tab on the App Connect Catalog page, or when you add an application to a flow. From the Applications tab, you can also see the list of supported events and actions for each app.
- You can use Insightly unique ID numbers in some use cases in App Connect; for example, to create an Insightly Contact record with the visibility restricted to an Insightly team (specified by its unique ID number). For help in finding unique ID numbers, see Accessing an item using a unique ID number in the Insightly Help Center.
Create an event-driven flow that adds a new Eventbrite attendee as an Insightly lead and MailChimp list subscriber
Learn how easy it is to use App Connect Designer to create an event-driven flow that creates an Insightly lead when someone registers for an event in Eventbrite, and subsequently subscribes the attendee to a MailChimp campaign list.