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.
...
From the Prospect Profile page, click the Export to CRM link as shown below to push the record into your CRM.
Export from the Prospects Page
...
| Info | ||
|---|---|---|
| ||
Fields in red font are required |
...
Insightly Field | Lead Liaison Field |
SALUTATION | Salutation |
FIRST_NAME | First Name |
LAST_NAME | Last Name |
ADDRESS:
|
|
Phone:
|
|
Website | Website |