Insightly users can now see their CRM beside their marketing in TruLata, and a new page explains exactly what is read.
Paste your API key and your pod, the part after api. in your API URL, like na1, on the Integrations tab. New Insightly leads arrive on the Leads tab with their lead source, and opportunities fill the Jobs tab with stage, pipeline, value and open, won or lost.
The connection only reads. Leads, opportunities and pipelines are changed in Insightly itself.
Read the full Insightly page
Every detail of the Insightly connection, what it reads, how fresh it is and what it never changes, is on the Insightly integration page. The integrations page lists every other account TruLata reads.
