Insightly

Insightly

Insightly is an affordable customer relationship management (CRM) and project management application that provides a lot of value by helping small to medium businesses. With LeadsConnector you can easily sync your insightly lists and subscription from facebook lead ads.


How to Sync insightly with facebook lead ads
See how easy it is to integrate fb lead ads with your insightly account

Following are steps 

  1. If you do not have Lead Ad in Facebook you will need to set one up. Please note that only new Facebook leads will be added to your insightly list.

  2. To ensure you collect the most useful information from leads and don't miss out on data, please make sure the fields included in your Lead Ad form match the fields in your insightly list. Information entered in fields that do not match will not be transferred.

  3. In the Leads Connector menu , press on "Login". You will be asked to sign in with your Facebook credentials.

  4. Once you are signed in your Sync list will open, displaying all the integrations you have defined.

    If this is your first time logging in, or you have not created any integration sync yet - this list will be empty and the "Add Sync" window will open automatically for you.

    This is how a Sync list looks:
    This is the “Add Sync” window

  5. Add Sync: window contains a 4 step wizard to create a sync.

    First step: Page

    Open the choose page listbox to choose a Facebook Page

    press on "continue"

    Second step: Form

    Open the choose form listbox to choose one of the forms belonging to this page.

    press on "continue"

    Third step: Destination

    Open the choose destination listbox and choose the integration: insightly.

    press on "continue"


    Fourth step: Settings

    Click on the button to authenticate with insightly.


  6. Press on "Finish"
  7. Your new Sync will be added at the bottom of the list.

The easiest way to Sync insightly with facebook lead ads (fb leads ads):build relationships, accelerate sales and deliver projects with the Insightly CRM

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