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To make integrating WhatConverts with Insightly CRM as seamless as possible, map your lead fields in WhatConverts so all of your lead data is easily passed with one Zap into Zapier. If you have any questions, please contact us here: Contact WhatConverts Support or email integrates with Insightly CRM to send incoming lead information and marketing data from WhatConverts directly into your CRM using Zapier. Marketing Data: Type in the following then choose the counterpart from the drop downĬlick " Continue" then " Send Test to Insightly". Phone - Work: " Mapped Fields Phone Number".First Name: " Mapped Fields Contact Name".On the Set up Insightly Contact page select the following: Connect your Insightly account click " Continue". (If no lead is found, submit a test form or place a test call and re-test this step of your Zap.)ĢCreate an Action step. Select a lead from the drop-down and click " Continue".
INSIGHTLY DOWNLOAD ALERTS UPDATE
This is the option to use if you would like your agents to update the CRM while they are on the phone with the caller.
INSIGHTLY DOWNLOAD ALERTS FULL
Select " WhatConverts" as your Trigger App and " New Lead" as the Trigger.Ĭonnect your WhatConverts account and continue to the Set up trigger page.įor full instructions on connecting to Zapier, see: Connecting WhatConverts to Zapier. Sending Leads to Insightly CRMġLog into Zapier and click " Make a Zap". The Field Label and Field Name will be "Marketing Data". Click " Save Custom Field".ĤSelect "Multi-Line Text" for your second custom Field Type. The Field Label will be " Lead ID" and the Field Name will be " Lead ID". The first, select " Text" for the Field Type, click " Next". Click "New Field".ģYou need to create two fields. Click " Contacts".ĢClick " Object Fields" under Object Management. On the left-hand menu, click " Objects and Fields". Click the " user icon" at the top right of the Insightly dashboard. How Do I Review or Edit my Dynamic Number Pool Settings?ġLog into Insightly CRM.
INSIGHTLY DOWNLOAD ALERTS HOW TO
How to Enable Two Factor Authentication.
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INSIGHTLY DOWNLOAD ALERTS OFFLINE
How do I Track Direct Mail or Offline Campaigns?.How do I Change my Email Notifications?.Where can I Access my Monthly Usage Summary?.Or fetch these details from your Insightly account. In case, you can’t see any users or categories, please click on the refresh button. You can also add the lead source and status to help you organize and segment leads.Īssociate Category And User to Tasks: Add categories as labels to tasks objects and determine the responsible user for them.Īssociate Category and Users to Projects: If you select Projects as the Insightly object, you can define its categories and determine the responsible owner. Also, assign categories as labels and Organizations to opportunities.Īssociate Owner, Lead Source, and Status to Leads: Assign the responsible user to the lead object. As it’d be a dependent feed, You won’t be able to add any tags, notes, or assign objects to it.Īssociate Owner, Category, and Organisation to Opportunities: You can add the owner responsible for opportunities. In case, there is no organization feed, click on Add New button to create a feed. Follow these steps to assign objects:Īssign Contacts to Organisation: If you select the Insightly object as Contacts, you can only assign the organization object to it. The association tab is dependent on the type of object chosen. You can assign Insightly objects to each other to streamline the business’s process.