{"id":445,"date":"2024-01-11T15:45:57","date_gmt":"2024-01-11T15:45:57","guid":{"rendered":"https:\/\/leadsnotify.com\/blog\/?p=445"},"modified":"2024-01-13T09:29:38","modified_gmt":"2024-01-13T09:29:38","slug":"how-to-connect-facebook-leads-with-insightly-crm","status":"publish","type":"post","link":"https:\/\/leadsnotify.com\/blog\/how-to-connect-facebook-leads-with-insightly-crm\/","title":{"rendered":"How to connect Facebook Leads with Insightly CRM"},"content":{"rendered":"\n<p><a href=\"https:\/\/www.insightly.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Insightly<\/a> CRM is liked by medium-sized US tech companies for its project management and automation features. It&#8217;s been used for 8 years. One of the automation flow is how we can get connect Facebook leads with Insightly CRM<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Step 1:<\/h2>\n\n\n\n<p>Signup &amp; Login into&nbsp;<a href=\"https:\/\/app.leadsnotify.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Leadsnotify<\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Step 2:<\/h2>\n\n\n\n<p>Link your Facebook account with Leadsnotify. I\u2019ve outlined the connection process in a separate article please check out the instructions provided in <strong>Steps 1<\/strong> and <strong>2<\/strong> in that article. (<a href=\"https:\/\/leadsnotify.com\/blog\/how-to-set-up-facebook-lead-ad-email-notifications\/\" target=\"_blank\" rel=\"noreferrer noopener\">How to connect Facebook<\/a>).<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Step 3:<\/h2>\n\n\n\n<p>Click on <strong><a href=\"https:\/\/app.leadsnotify.com\/home\" target=\"_blank\" rel=\"noreferrer noopener\">Create Notifier<\/a><\/strong> the very first option after you login into the app &amp; search for Insightly integration &amp; Click on Try now as mentioned in following screenshot.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1920\" height=\"952\" src=\"https:\/\/leadsnotify.com\/blog\/wp-content\/uploads\/2024\/01\/image.png\" alt=\"\" class=\"wp-image-454\"\/><\/figure>\n\n\n\n<p>After clicking &#8220;Try now,&#8221; you&#8217;ll encounter two boxes. The first one lets you choose your Facebook page and the forms you want to link. After you select instant forms it will start showing the fields available into the selected forms. <\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1918\" height=\"949\" src=\"https:\/\/leadsnotify.com\/blog\/wp-content\/uploads\/2024\/01\/image-1.png\" alt=\"\" class=\"wp-image-457\"\/><\/figure>\n\n\n\n<p>On the right box you need to enter your Insightly API Key which you can find by logging into your Insightly account. <\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1920\" height=\"940\" src=\"https:\/\/leadsnotify.com\/blog\/wp-content\/uploads\/2024\/01\/image-2.png\" alt=\"\" class=\"wp-image-458\"\/><\/figure>\n\n\n\n<p>Log in to your Insightly Account, then click on your profile picture and go to user settings. Scroll down to find a random string \u2013 that&#8217;s your API key. Copy and paste it into Leadsnotify. This lets you fetch the fields and easily map them with your Facebook instant forms.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1920\" height=\"949\" src=\"https:\/\/leadsnotify.com\/blog\/wp-content\/uploads\/2024\/01\/image-3.png\" alt=\"\" class=\"wp-image-459\"\/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1920\" height=\"945\" src=\"https:\/\/leadsnotify.com\/blog\/wp-content\/uploads\/2024\/01\/image-4.png\" alt=\"\" class=\"wp-image-460\"\/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Step 4: <\/h2>\n\n\n\n<p>Now you need to click on <strong>Submit<\/strong> button to the bottom of the page. Once it&#8217;s submitted popup will show up and it will ask you to send the test lead. Once you send it will load and will show the response of your test lead as <strong>Success<\/strong>. That&#8217;s it your integration is done.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1762\" height=\"868\" src=\"https:\/\/leadsnotify.com\/blog\/wp-content\/uploads\/2024\/01\/image-5.png\" alt=\"\" class=\"wp-image-461\"\/><\/figure>\n\n\n\n<p>Feel free to contact on support@leadsnotify.com if you face any issue with your integration.<\/p>\n\n\n\n<p>Thank you for reading this article. <\/p>\n","protected":false},"excerpt":{"rendered":"<p>Insightly CRM is liked by medium-sized US tech companies for its project management and automation features. It&#8217;s been used for 8 years. One of the automation flow is how we can get connect Facebook leads with Insightly CRM Step 1: Signup &amp; Login into&nbsp;Leadsnotify Step 2: Link your Facebook account with Leadsnotify. I\u2019ve outlined the&hellip; <a class=\"more-link\" href=\"https:\/\/leadsnotify.com\/blog\/how-to-connect-facebook-leads-with-insightly-crm\/\">Continue reading <span class=\"screen-reader-text\">How to connect Facebook Leads with Insightly CRM<\/span><\/a><\/p>\n","protected":false},"author":4,"featured_media":449,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_lmt_disableupdate":"","_lmt_disable":""},"categories":[1],"tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.10 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to connect Facebook Leads with Insightly CRM - Blogs<\/title>\n<meta name=\"description\" content=\"Connect Facebook Leads to Insightly CRM effortlessly for instant action. Streamline projects, boost sales. Learn how in minutes!\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/leadsnotify.com\/blog\/how-to-connect-facebook-leads-with-insightly-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to connect Facebook Leads with Insightly CRM - Blogs\" \/>\n<meta property=\"og:description\" content=\"Connect Facebook Leads to Insightly CRM effortlessly for instant action. Streamline projects, boost sales. 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