Send Leads from WhatConverts to Insightly

Create a Zapier workflow that automatically sends new leads from WhatConverts to Insightly as contacts.

Before You Begin

Make sure you have:

• Completed the setup steps in the Connect WhatConverts to Insightly article
• Your WhatConverts API key:
  • For Master Account integrations: Generate a Master API Key
  • For Profile integrations: Generate a Profile API Key
• Your Insightly account is connected to Zapier

Note: Create a custom field in Insightly to store the WhatConverts Lead ID before setting up your workflows.

Create Your Lead to Contact Workflow

To build your Zapier workflow for sending leads from WhatConverts to Insightly:

Step 1: Set Up the Trigger

1. Log in to your Zapier account.
2. In the left-hand menu, click "+ Create", then click "Zaps".
3. Use the AI Copilot to enter the integration you are setting up, or use the Trigger Box and search for "WhatConverts".
4. Choose "New Lead" as the trigger event. Click "Continue".
5. Connect your WhatConverts account using your Profile ID and Secret Token.
6. Test the trigger to verify the connection works and review sample lead data.

Step 2: Create a Contact in Insightly

1. Click the Action step to select a platform.
2. Search for and select "Insightly". Choose "Create Contact" as the action, then click "Continue".
3. If not already connected, sign in to your Insightly account by entering your API key.
4. Map any desired fields with the data from the WhatConverts lead (Step 1).
5. Test this step to create a test contact in Insightly and verify the contact appears correctly.

Activate Your Workflow

Once you've successfully tested all steps:

1. Review the entire workflow to ensure all mappings are correct.
2. Verify the Lead ID custom field is properly mapped.
3. Click "Publish" to activate the Zap.
4. Monitor the first few leads that come through to ensure contacts are created correctly.

Understand the Lead ID Storage

When this workflow creates a contact in Insightly, it stores the WhatConverts Lead ID in the custom field you created. This Lead ID is crucial for the reverse workflow that sends sales data from Insightly back to WhatConverts. With this ID stored, future workflows can directly update the correct lead in WhatConverts without needing to search by phone or email.

Related Topics

• What is the Insightly Integration?
• Connect WhatConverts to Insightly
• Understand the Insightly Integration
• Send Quote and/or Sales Value from Insightly to WhatConverts
• Validate and Troubleshoot Your Insightly Integration