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# How to integrate Insightly CRM

## TABLE OF CONTENTS

* [Description](#Description)
* [Entities](#Entities)
* [Steps](#Steps)
* [Step 1](#Step-1)
* [Step 2.](#Step-2.)
* [Step 3](#Step-3)
* [Step 4.](#Step-4.)
* [Step 5.](#Step-5.)

---

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## Description

**Insightly** is a powerful, easy to use CRM software with native integrations to Gmail, Office 365, MailChimp, and other popular applications. With more than 1.5 million users in a variety of industries, Insightly is a leading CRM software. Businesses use Insightly to manage contacts at every stage of the sales process, track customer relationships, monitor their sales pipeline, and more.

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# Entities

| Source | Target |
| --- | --- |
| Send Contacts | Add Contacts |
| Send Organizations | Add Organizations |
| Send Leads | Add Leads |
| Send Users | Add Teams |
| Send Teams | Add Team Members |
| Send Team Members | Add Lead Sources |
| Send Lead Sources | Add Lead Statuses |
| Send Lead Statuses | Add Opportunities |
| Send Projects | Add Opportunity Categories |
| Send Opportunities | Add Project Categories |
| Send Opportunity Categories | Add Projects |
| Send Pipelines |  |
| Send Pipeline Stages |  |
| Send Project Categories |  |
| Send Lead Custom Fields |  |

---

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# Steps

## Step 1.

Either while Creating a Task or in the Integrations menu.

Enter the name of the integration in the search bar .

![](https://storage.crisp.chat/users/helpdesk/website/-/3/2/2/3/3223ae88e68b8e00/bbae7ba8-1c97-45b0-ad02-54fe84_1ntkrv3.png)

## Step 2.

Enter the Name of the Integration.

You can optionally also enter a description .

And press next.

![](https://storage.crisp.chat/users/helpdesk/website/-/a/c/6/f/ac6f195178c2c800/247135a4-82b6-4a65-99a9-5f0c67_jdlka6.png)

## Step 3.

You will be prompted for the **"Base URL**" and **"API Key".**

![](https://storage.crisp.chat/users/helpdesk/website/-/a/7/7/2/a7728a1a98c04000/c8f0cbc5-d32f-4346-aef6-38bc8b_wozv6j.png)

## Step 4.

To obtain your **"Base URL"** simply log in to your Insightly CRM dashboard and copy the URL of the dashboard, in our case it is :

[https://crm.na1.insightly.com/](https://crm.na1.insightly.com/)

![](https://storage.crisp.chat/users/helpdesk/website/-/1/5/b/6/15b650ee1fb74f00/159d94a2-7253-43a1-a784-e4f36d_u8xxql.png)

## Step 5.

To obtain the **"API Key"** log in to your **Insightly CRM** dashboard and on the top right click on the Account Icon and then on **"User Settings"**.

![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/8/838885ef5ae53800/b72fc278-365a-467e-9184-cc8e71_1duis0o.png)

On the bottom of your "User Settings" you will find your API Key.

![](https://storage.crisp.chat/users/helpdesk/website/-/3/a/5/0/3a5001aeee12dc00/ce0f7ca7-8bb0-4d31-af88-0c257a_1yenxt4.png)

Simply **copy** and **paste** it to SyncSpider!

Click Finish.

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**Insightly CRM** is just one of the tools we support!

To check the list of the tools and features we support, please click [here.](https://www.syncspider.com/integrations/)

If you don't see your favorite tool on our list, please take the time and send us a request [here](https://roadmap.syncspider.com/boards/integrations?sort=cached_votes_up) to create an integration for you OR Up-vote it if it's already on the list :)

We develop the integrations based on the requests and up-votes :)

We hope that this covers everything. If you have any further questions or need additional clarification please reach out to us via [[email protected]](/cdn-cgi/l/email-protection#ea999f9a9a85989eaa99938489999a838e8f98c4898587) or our Chat Widget!