Insightly Connector Setup Guide (Deprecated)
This article describes how to set up the Insightly connector in your Customer Data Hub account.
This connector is now deprecated and no longer available in the tag marketplace. For information about the Insightly CRM connector, see the Insightly CRM Connector Setup Guide.
Connector Actions
| Action Name | AudienceStream | EventStream |
|---|---|---|
| Add a Contact | ✓ | ✗ |
| Update a Contact | ✓ | ✗ |
| Add a Lead | ✓ | ✗ |
| Update a Lead | ✓ | ✗ |
Configure Settings
Go to the Connector Marketplace and add a new connector. Read the Connector Overview article for general instructions on how to add a connector.
After adding the connector, configure the following settings:
- API Key
- For information on where to find your Insightly API Key, see: Finding or Resetting your API Key
Action Settings - Parameters and Options
Click Next or go to the Actions tab. This is where you configure connector actions.
This section describes how to set up parameters and options for each action.
Action - Add a Contact
Parameters
| Parameter | Description |
|---|---|
| First Name |
|
| Last Name |
|
| Attributes |
|
| Tags |
|
Action - Update a Contact
Parameters
| Parameter | Description |
|---|---|
| Contact ID |
|
| First Name |
|
| Last Name |
|
| Attributes |
|
| Tags |
|
Action - Add a Lead
Parameters
| Parameter | Description |
|---|---|
| Last Name |
|
| First Name |
|
| Attributes |
|
| Tags |
|
Action - Update a Lead
Parameters
| Parameter | Description |
|---|---|
| Lead ID |
|
| Last Name |
|
| First Name |
|
| Attributes |
|
| Tags |
|
This page was last updated: January 26, 2021