Insightly Pro
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
- 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.
- 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.
- 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.
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!