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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
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 "Lead ID". 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".
1Log into Zapier and click "Make a Zap". Select "WhatConverts" as your Trigger App and "New Lead" as the Trigger. Connect your WhatConverts account and continue to the Customize Lead page.
On the Customize Lead 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". Select "Test and Review". Once the test is successful and you are satisfied with the lead, click "Continue".
Note: 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.
2Create an Action step. Select "Insightly" as your Action App. Select "Create Contact" as the Action. Click "Continue". Connect your Insightly account; click "Continue". On the Set up Insightly Contact page select the following:
Marketing Data: Type in the following then choose the counterpart from the drop down
Click "Continue" then "Send Test to Insightly".
One of our marketing experts will give you a full presentation of how WhatConverts can help you grow your business.
Request a Live DemoSet up integrations so that lead value is instantly transferred between WhatConverts and the CRM
We can set up the WhatConverts integration with your existing CRM.
Simply download only the visible columns you have pulled up in your dashboard.