Insightly CRM API Integration Pro 2.5.19+

This documentation page assumes you have read over the CRM Integration Overview page. If you have not yet read it, please do so now. We also assume that you have a Insightly account already. If you currently have Freeform Lite, you can purchase an upgrade to Freeform Pro.

Includes support for the following:

  • Field mapping to standard and custom fields.
  • Maps data to Leads endpoint only.

Setup Instructions

  1. Create & get API Key from Insightly:
    • Go to Insightly and log into your account.
    • At the top right corner, click on the profile icon and select User Settings.
    • On the next page, towards the bottom under the API Key section, copy the token that is there.
  2. Setup Integration on your site:
    • Go to the CRM section in Freeform Integrations area (Freeform > Integrations > CRM)
    • Click the New Integration at the top right.
    • Select Insightly from the Service Provider select dropdown.
    • Enter a name and handle for the integration.
    • Paste the Insightly API token into the API Token field in Freeform.
    • At the bottom of the page, click the Save button.
  3. Verify Authorization:
    • After the integration is saved, it'll return you to the list of CRM integrations.
    • Click into the newly created integration.
    • Confirm that there is green circle with Authorized in the middle of the page.
    • That's it! You can now use this integration inside Composer.
Last Updated: 4/22/2019, 5:13:47 PM