Insightly Integration: Save new leads from Outgrow in Insightly
Learn how to integrate your Outgrow calculator or quiz with Clevertim CRM using our Zapier integration.
If you want to create or update the contact info of leads generated through your Outgrow calculator/quiz with Insightly, you can use our Zapier Integration.
Here's what you'll need to get started if you choose zapier:
- Getting your accounts ready
- Connecting your accounts
Getting your accounts ready
To connect your Outgrow account to Insightly, you will need an active Outgrow account, and a live calculator or quiz. For help getting started with Outgrow, click here. For more information on how to get started with Insightly on Zapier, you can start here.
Connecting your accounts
Click here to save new leads from Outgrow as new leads to Insightly CRM.
1. Choose your Outgrow account from the list of accounts, or connect a new account.z
2. To connect a new Outgrow account you will need to plug-in the API key for your account. You'll find the key under the API Key Heading in the Settings section of your Outgrow account.
3. Choose the calculator/quiz that you wish to use from the drop down.
4. To get started you need to select an Insightly trigger that will be activated once a new lead is added from Outgrow. In most cases, you choose to add a new contact.
5. Then add a Insightly account in your Zap.
6. After adding your Insightly account, click on Test Account.
7. Click Save + Continue to test the trigger.
8. Then select what type of action you would like to be activated in Insightly when a new lead is created in Outgrow. In most cases, you choose the Create New Contact.
9. Click Save + Test to test the zap.
Once you’re satisfied with the results, new entries from your selected Outgrow calculator or quiz will automatically create a corresponding Insightly Contact.
Note: If you ever want to change this Outgrow and Insightly integration, just go to your Zapier dashboard and tweak anything you'd like.
Updated less than a minute ago