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
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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 |