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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!