Insightly is one of the leading CRMs for small businesses. This powerful and user-friendly tool has all the right functionality and it gives you the option to integrate with other popular cloud apps such as Google Apps, MailChimp and social media.
Supported Insightly Integrations
We simply ask your login details and permission for access. For Insightly, we need your API key which you can find under "user settings" within Insightly. When you click "Authorize Insightly", a pop-up window appears that visualizes where to find this information in Insightly.
If you already authorized Insightly in the past or in any other PieSync integration, you'll be able to skip this step and choose from your CONNECTED ACCOUNTS.
Choose your contact type
Distinguish between Contacts, Leads and Organisations (Companies) before proceeding to the configuration page.
- Learn about our contact sync below.
- More in-depth info about syncing Leads can be found here.
- More in-depth info about our Company to Company sync can be found here.
[IF] Supported Conditions/Filters
- CONTACT OWNERSHIP
- LINK STATUS
- FIELDS (INCLUDING CUSTOM FIELDS)
- ALREADY EXISTING IN APP YOU SYNC WITH
[THEN] Supported Actions
- UPDATE FIELDS (INCLUDING CUSTOM FIELDS)
Default Field Mapping
Depending on the other app you're syncing with, you'll see a number of standard Insightly fields being mapped. For instance, a connection to Google Contacts will look something like this:
Customizable Field Mapping
You can custom map your Insightly custom fields and any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible. More information on Customizable Field Mapping here.
In connections with Insightly where adding a tag in app B is a supported trigger, you are able to sync deletions one-way. When a contact is deleted in Google, we add the tag 'PieSync_trash' to that same contact in Insightly. You will be able to review this segment first before e.g. deleting or taking action on that side of the sync.