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
- 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
- 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