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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Once this feature has been added to your account you'll see the application in the Lead Liaison App Cloud. Go to Settings > Integrations > App Cloud and install the app. Next, head to Settings > Integrations > Connectors and enter your API Key into the Insightly Connector. Once you've successfully connected you'll see a prompt similar to the one below.
Exporting Contacts
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Export
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from People Search
Export person and company data into Insightly. Export one or more records simultaneously with a single button click.
Export from Prospect Profile Page
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
From the Prospects page, click the gear and choose Export to CRM as shown below to push the record into your CRM.
Field Mappings
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Fields in red font are required |
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 |