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