Insightly Integration

Overview

Insightly is a cloud-based CRM and pipeline management tool that makes it easy for teams to collaborate and work from anywhere. Depending on the plan, you can streamline a variety of pipelines, tasks, and workflows, whether for sales and marketing teams or general project management.

Experience.com’s Insightly integration solution allows enterprise customers to automatically send surveys to desired recipients during and after key moments in any part of a project or lifecycle taking place in the software. The Insightly integration allows you to:

Ingest project/process data from Insightly into Experience.com.
Map ingested data to campaigns within the account
Automate campaigns and send surveys to project participants and partners based on role, transaction type, or location.

Transactions ingested from the Insightly platform into the XMP are labeled as verified transactions.

1 Overview
2 Prerequisites for Configuring an Insightly Integration
3 Configuring the Insightly Integration

Prerequisites for Configuring an Insightly Integration

Experience.com offers an API integration between the XMP and Insightly. To facilitate the configuration of this connection, you will need:

An API Key from your organization’s Insightly instance.
- These instructions may help you find and manage your API Key in Insightly: https://support.insight.ly/en-us/Knowledge/article/1447/Working_with_the_Insightly_Web_API/#:~:text=Users%20can%20find%20the%20API,result%20in%20a%20401%20error.

Once you have obtained an API Key and details from your Insightly admin account, you may proceed with the configuration process in the XMP.

Configuring the Insightly Integration

Configuring the Insightly integration is an easy and seamless workflow that requires the help of an organization or account manager with access to the Insightly account that should be connected to the XMP for data ingestion. The steps below outline the quick process:

Create a new Insightly Connection in the Account’s Ingestion setup.
1. To create a new configuration, navigate to the Account Settings page and open the Ingestion Settings. Click Insightly, and then click the blue New Connection button.

To create the connection, some information is required to verify and activate it. Enter the required information and click anywhere in the white space to allow the system to validate the information provided.
1. Give the connection a name.
2. Provide the API Key you obtained in Insightly.

With a validated connection, the integration panel expands, providing a total display of all pertinent details in the Insightly integration. Within the integration configuration panel, no adjustments are necessary; all the required data and settings are preloaded for your convenience. Fine-tune your data filtering preferences effortlessly by setting conditions within individual campaigns.

During this setup, it is essential, however, to designate a reliable point of contact, reachable via email, for error notifications or potential reconnections.

Upon saving and activating the integration, your selected transaction data is seamlessly ingested from Insightly to the XMP. This automated process streamlines and enhances your customer experience campaigns and surveys, marking a significant step toward a more efficient and insightful approach to providing better service and earning new business.