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This article describes how to set up the Insightly connector in your Customer Data Hub account.
This connector is now deprecated and no longer available in the tag marketplace. For information about the Insightly CRM connector, see the Insightly CRM Connector Setup Guide.
In this article:
Action Name | AudienceStream | EventStream |
---|---|---|
Add a Contact | ✓ | ✗ |
Update a Contact | ✓ | ✗ |
Add a Lead | ✓ | ✗ |
Update a Lead | ✓ | ✗ |
Go to the Connector Marketplace and add a new connector. Read the Connector Overview article for general instructions on how to add a connector.
After adding the connector, configure the following settings:
Click Next or go to the Actions tab. This is where you configure connector actions.
This section describes how to set up parameters and options for each action.
Parameter | Description |
---|---|
First Name |
|
Last Name |
|
Attributes |
|
Tags |
|
Parameter | Description |
---|---|
Contact ID |
|
First Name |
|
Last Name |
|
Attributes |
|
Tags |
|
Parameter | Description |
---|---|
Last Name |
|
First Name |
|
Attributes |
|
Tags |
|
Parameter | Description |
---|---|
Lead ID |
|
Last Name |
|
First Name |
|
Attributes |
|
Tags |
|
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