Insightly

Create Insightly

SETTING UP SLACK

  • Select the SLACK 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