InsightlyPro

This guide assumes you have an Insightly account already.

Compatibility

Uses v3.1 of the REST API.

Endpoints

Maps data to the following endpoints:

• Leads

Does your project require something else?   Contact Us

Fields

Maps data to the following field types:

• Standard
• Custom

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

Set up Integration on your site

• Go to the CRM section in Freeform Settings (Freeform → Settings → CRM).
• Click the New Integration button at the top right.
• Select Insightly (v3.1) from the Service Provider select dropdown.
• Enter a name and handle for the integration.
• Paste the Insightly API token into the API Key field in Freeform.
• 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 a green circle with Authorized in the middle of the page.

4

Configure the Form

To use this integration on your form(s), you'll need to configure each form individually.

• Visit the form inside the form builder.
• Click on the Integrations tab.
• Click on Insightly in the list of available integrations.
• On the right side of the page:
  • Enable the integration.
  • Select the API endpoints you wish to map to.
  • Map Freeform fields to the Insightly fields as needed.

Finished!