Overview
Insightly integration enables you to export records from Lead Liaison into Insightly. Person and company data is exported from the system into your CRM. This seamless integration allows salespeople to easily create new lead records in Insightly from multiple areas in Lead Liaison, such as the visitor tracking page or Prospect Profile.
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From the Prospects page, click the gear and choose Export to CRM as shown below to push the record into your CRM.
Email Integration
Lead Liaison's Send & Track for Google Chrome is an email plugin that offers two integration points with Insightly:
- Optionally saves a copy of the email to Insightly using Insightly's email to Bcc address with the Log in CRM setting.
- Optionally creates a new lead in Insightly (if it doesn't already exist) when the Log in CRM setting is enabled.
To add email to Bcc addresses for use with the Log in CRM setting, navigate to Admin > App Setup > Email > Send & Track > Custom Bcc Email Addresses section.
Field Mappings
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Fields in red font are required |
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Insightly Field | Lead Liaison Field |
SALUTATION | Salutation |
FIRST_NAME | First Name |
LAST_NAME | Last Name |
ADDRESS:
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Phone:
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Website | Website |