GETTING STARTED GUIDE: How to set up a new connection?
ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics.
Insightly is one of the leading CRMs for small businesses. This powerful and user-friendly tool has all the right functionality and it gives you the option to integrate with other popular cloud apps such as Google Apps, MailChimp and social media.
Supported Insightly Integrations
We simply ask your login details and permission for access. For Insightly, we need your API key which you can find under "user settings" within Insightly. When you click "Authorize Insightly", a pop-up window appears that visualizes where to find this information in Insightly.
If you already authorized Insightly in the past or in any other PieSync integration, you'll be able to skip this step and choose from your CONNECTED ACCOUNTS.
Choose your contact type
Distinguish between Contacts, Leads and Organisations (Companies) before proceeding to the configuration page.
- Learn about our contact sync below.
- More in-depth info about syncing Leads can be found here.
- More in-depth info about our Company to Company sync can be found here.
[IF] Supported Conditions/Filters
- CONTACT OWNERSHIP
- LINK STATUS
- FIELDS (INCLUDING CUSTOM FIELDS)
- ALREADY EXISTING IN APP YOU SYNC WITH
[THEN] Supported Actions
- UPDATE FIELDS (INCLUDING CUSTOM FIELDS)
Default Field Mapping
Depending on the other app you're syncing with, you'll see a number of standard Insightly fields being mapped. For instance, a connection to Google Contacts will look something like this:
PieSync syncs the default name field(s) that come with the apps. Sometimes they have a different structure in both apps you connect. E.g. first and last names are separate in app A and joint in a single field in app B. In the background, PieSync joins first and last names together from app A to B and separates them again from app B to A. Our algorithm is smart about which part it updates in app B
Customizable Field Mapping
You can custom map your Insightly custom fields and any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible. More information on Customizable Field Mapping here.
In connections with Insightly where adding a tag in app B is a supported trigger, you are able to sync deletions one-way. When a contact is deleted in Google, we add the tag 'PieSync_trash' to that same contact in Insightly. You will be able to review this segment first before e.g. deleting or taking action on that side of the sync.
The availability to Sync Unsubscribes/Deletions is app and connection dependent. If the box (screenshots above) is not there to tick, it's simply not possible. We need to be able to detect unsubscribes/deletions on one side and at the same time be able to create add the tag 'PieSync Unsubscribes' or ‘PieSync Trash’ on the other side. More Information on Syncing Unsubscribes here or on Deletions here.
Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By voting them up in our pipeline, YOU decide which connectors we’ll release first. If you don’t see your app on the list or need any further help, drop us a line - email@example.com. Don't forget to read our blog for the latest in productivity, apps, and technology!