Insightly CRM API Integration
Includes support for the following:
- Field mapping to standard and custom fields.
- Maps data to Leads endpoint only.
- 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.
- 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.
- 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.