Insightly

Create Insightly

SETTING UP INSIGHTLY

Select the INSIGHTLY from list of service
Type your API key in a text field
Click "CONNECT WITH INSIGHTLY" for connect with insightly app
The new window will open

Configuration setup

SERVICE NAME

Service Name is the name provided by you for your service
Enter the Service Name

INFORMATIONS

Show matching contact will show the contact if the sender is match in insightly
Show matching lead will show the lead if the sender is match in insightly

ACTIONS

Create contact action will create a contact of sender
Create lead action will create a contact of sender
Create opportunity will create a opportunity in insightly
Create project will create a project in insightly
Click save to save the configuration

INFO CARDS

Show matching contact

show matching contact will show the contact information if the sender contact is exist in the insightly
you can click on the contact and it will open the contact in insightly

Show matching Leads

show matching Leads will show the Lead information if the senderlead is exist in the insightly
you can click on the contact and it will open the lead in insightly

DO ACTIONS BY USING SERVICE

create contact TO insightly

Click on Maildirector add-on

Open the mail that need to save

Select the Service of Insightly

Clicking on Service create project will open the following fields

First Name
Last Name
Title
Email
Phone Number
Mobile Number
Fax

click on create contact

create LEAD TO insightly

Click on Maildirector add-on

Open the mail that need to save

Select the Service of Insightly

Clicking on Service create lead will open the following fields

First Name
Last Name
Title
Organization
Email
Phone Number
Mobile Number
Fax

click on create lead

create Opportunity TO insightly

Click on Maildirector add-on

Open the mail that need to save

Select the Service of Insightly

Clicking on Service create opportunity will open the following fields

subject as opportunity name
content as description

click on create opportunity

create project TO insightly

Click on Maildirector add-on

Open the mail that need to save

Select the Service of Insightly

Clicking on Service create project will open the following fields

subject as project name
project status(drop down)
content as description

click on create Project

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