Insightly integration

Send your Facebook, Instagram and LinkedIn leads straight into Insightly. Every new lead becomes a record in Insightly, with the fields you mapped. No CSV imports, no copying and pasting.

Insightly is included on every plan, free included

LeadsNotifyInsightly
Insightly integration setup

What this integration does

When someone submits one of your ad forms, we take the submission from the ad platform and every new lead becomes a record in Insightly, with the fields you mapped.

Field mapping is set once per notifier. Name, email and phone are matched for you, and your own questions go wherever you choose.

How you connectAPI key

Paste your Insightly API key into LeadsNotify.

Before you start

What you need

  1. A Insightly account.
  2. Your Insightly API key, from your Insightly account settings.
  3. Any custom fields you want to fill, created in Insightly first. You can only map to a field that already exists.
Setup

How to connect Insightly

1

Sign up for LeadsNotify

Free account, no card needed, 50 leads a month.

2

Connect Facebook or LinkedIn

Pick the Page your lead form runs on, then the form.

3

Connect Insightly

Paste your Insightly API key into LeadsNotify.

4

Match your fields and go live

Test it from the notifier in LeadsNotify, then check Lead Delivery. Switch it on once the test lead arrives.

Questions

Insightly questions

Which lead ads can I connect to Insightly?

Facebook lead ads, including Instagram forms on a connected account, and LinkedIn Lead Gen Forms. Both work today. TikTok and Google Ads lead forms are still being built and do not work yet.

How do I test it before a real lead comes in?

Test it from the notifier in LeadsNotify, then check Lead Delivery. Open the notifier, click TEST NOTIFIER, pick the form and send it.

How many leads can I send?

The free plan covers 50 leads a month. Solo Marketer covers 1,000, Pro Marketer 20,000 and Agency has no lead limit. Sending one lead to several places counts once.

Start sending leads to Insightly

Free plan with 50 leads a month. No credit card and no trial clock running down.

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