What is Insightly CRM?
Insightly CRM is a visually attractive and functionally intuitive customer relationship management solution. It offers a wide range of services for business to improve their customer services and have provided them with benefits to enhance their marketplace.
Key features include:
- Contact Management
- Sales Management
- Project Management
- Task Management
- After you have logged into your BotPenguin account, click on the Edit button of the bot with which you want to integrate Insightly CRM.
2. Once the edit button is clicked, go to the install section from the top bar consisting of design, build, install and configure as shown in the image below.
3. Now click on integrate, select Insightly CRM as shown below.
4. You’ll then be asked to enter your API key. For this, log in to your Insightly account, click on the profile icon on the right-hand side and choose User Settings. Scroll to the bottom and there you’ll find your API key as shown below.
5. Copy the API key, go back to Botpenguin integration setup and paste it in the API Key text field.
7. After successfully filling in your credentials, click on connect. On the right side, you will see a popup with the message “Integrated“.
Woohoo! we’re done with the Insightly CRM integration setup.