Insightly Connector Setup Guide

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This article describes how to set up the Insightly connector in your Customer Data Hub account.

In this article:

Table of Contents Placeholder

Connector Actions

Action Name	AudienceStream	EventStream
Add a Contact	✓	✗
Update a Contact	✓	✗
Add a Lead	✓	✗
Update a Lead	✓	✗

Configure Settings

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:

• API Key
  • For information on where to find your Insightly API Key, see: Finding or Resetting your API Key

Action Settings - Parameters and Options

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.

Action - Add a Contact

Parameters

Parameter	Description
First Name	First name of the contact. Either first name or last name is required.
Last Name	Last name of the contact. Either first name or last name is required.
Attributes	Additional attributes for the contact. These parameters must exist within Insightly. For a list of available attributes, see: https://api.insight.ly/v2.3/Help#!/Contacts/AddContact.
Tags	Tags to assign to the contact.

Action - Update a Contact

Parameters

Parameter	Description
Contact ID	The ID of the contact to be updated.
First Name	The first name of the contact. Either first name or last name is required.
Last Name	The last name of the contact. Either first name or last name is required.
Attributes	Additional attributes to be updated. For a list of available attributes, see: https://api.insight.ly/v2.3/Help#!/Contacts/UpdateContact.
Tags	Tags to be updated.

Action - Add a Lead

Parameters

Parameter	Description
Last Name	Last name of the lead.
First Name	First name of the lead.
Attributes	Additional attributes for the lead. For a list of available attributes, see: https://api.insight.ly/v2.3/Help#!/Leads/AddLead.
Tags	Tags to assign to the lead.

Action - Update a Lead

Parameters

Parameter	Description
Lead ID	The ID of the lead to be updated.
Last Name	Last name of the lead.
First Name	First name of the lead.
Attributes	Additional attributes to be updated. For a list of available attributes, see: https://api.insight.ly/v2.3/Help#!/Leads/UpdateLead.
Tags	Tags to be updated.