Insightly CRM Integration

WhatConverts integrates with Insightly CRM to send incoming lead information and marketing data from WhatConverts directly into your CRM using Zapier.

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. For more information on mapping your fields see: Mapping Fields

Creating Custom Fields in Insightly

1Log into Insightly CRM. Click the user icon at the top right of the Insightly dashboard. Select "System Settings". On the left-hand menu, click "Objects and Fields". Click "Contacts".

2Click "Object Fields" under Object Management. Click "New Field".

3You need to create two fields. The first, select "Text" for the Field Type, click "Next". The Field Label will be "Lead ID" and the Field Name will be "LeadID". Click "Save Custom Field".

4Select "Multi-Line Text" for your second custom Field Type. The Field Label and Field Name will be "Marketing Data". Click "Save Custom Field".

Sending Leads to Insightly CRM

Note: We recommend Mapping Your Lead Data Fields prior to setting up your CRM Integration.

1Log into Zapier and click "Create Zap". Select "WhatConverts" as your Trigger App and "New Lead" as the Trigger Event.

Connect your WhatConverts account and continue to the Set up trigger page. For full instructions on connecting to Zapier, see: Connecting WhatConverts to Zapier.

On the Set up trigger page, select "Yes" only for the Lead Types you would like to send to the CRM. Select your profile from the drop down and click "Continue".

Important: For Phone calls and/or Chats, make sure to select "Yes" for only one of the Phone Call options to eliminate duplicates from being sent into your CRM.

• Phone Call (Completed): Sends the lead to the CRM once the Phone Call has finished
• Phone Call (Modified): Sends the lead to the CRM when a phone call is in progress and the lead in WhatConverts is modified.
• Phone Call (In Progress): Sends the lead to the CRM when a phone call has begun. 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.

Select "Test trigger". Select a lead from the drop-down and click "Continue". (If no lead is found, submit a test form or place a test call and re-test this step of your Zap.)

2Create an Action step. Select "Insightly" as your Action App. Select "Create Record" as the Action Event. Click "Continue". Connect your Insightly account; click "Continue".

Choose "Contact" as the Insightly Object.

On the Set up action page select the following:

• First Name: "Mapped Fields Contact Name"
• Phone: "Mapped Fields Phone Number"
• Work City: "Caller City" or "Mapped Fields City"
• Work State: "Caller State" or "Mapped Fields State"
• Lead ID: "Lead ID"

Marketing Data: Type in the following then choose the counterpart from the drop down.

• Source: "Source"
• Medium: "Medium"
• Campaign: "Campaign"
• Content: "Content"
• Keyword: "Keyword"
• Landing Page: "Landing URL"
• Lead Page: "Lead URL"

Click "Continue" then "Send Test to Insightly".

If you have any questions, please contact WhatConverts Support or email support@whatconverts.com