Insightly

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. 

Adding the Connector

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

Export 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. 

Email Integration

Lead Liaison's Send & Track for Google Chrome is an email plugin that offers two integration points with Insightly: 

  1. Optionally saves a copy of the email to Insightly using Insightly's email to Bcc address with the Log in CRM setting. 
  2. 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

Required Fields

Fields in red font are required



Insightly Field

Lead Liaison Field

SALUTATION

Salutation

FIRST_NAME

First Name

LAST_NAME

Last Name

ADDRESS:

  • STREET

  • CITY

  • STATE

  • POSTCODE

  • COUNTRY


  • Street Address

  • City

  • State/Province

  • Zipcode

  • Country

Phone:

  • Work

  • Mobile

  • Fax


  • Work Phone

  • Mobile Phone

  • Fax

Email

Email

Website

Website