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This article describes how to set up the Insightly connector in your Universal 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:

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
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
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
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
Tags
  • Tags to be updated.