Insightly – Getting connected

How does it work with Quotient?

Lookup Insightly Contacts
When adding Contacts to Quotes, include Insightly Contacts in lookup results.

Send emails to Insightly
Send a copy of new Quote and acceptance emails to a Contact in Insightly.

 

To connect Insightly:

  1. Go to Settings > Configure integrations, hit the Insightly logo.
  2. Sign in to your Insightly account and hit 'Yes, I'll allow access'.
  3. Now you'll need to enable some services, read on...

 

Lookup Insightly Contacts

Hit ‘Enable’ under 'Lookup Contacts', confirm and hit ‘Enable’.

  • When adding Contacts to Quotes you can include your Insightly Contacts in lookup results.
  • Insightly Contacts are indicated with a logo  in results.
  • Once you select a Insightly Contact it will be saved (copied) into Quotient Contacts (only a person's name, email and company name are saved).

 

Send emails to Insightly

Hit ‘Enable’ under 'Send emails to Insightly', enter your Insightly drop box email address into the 'Insightly email address' field, hit the ‘Save’.

  • A copy of New Quote and Accepted Quote Customer Emails will be sent via CC.
  • A new Contact will be created in Insightly if it does not exist.  

Where to find your Insightly Mailbox:

  1. Sign in to Insightly.
  2. Select User Settings (top right).
  3. Click Mailbox.
  4. There you’ll see your personal Mailbox, it'll look similar to:
    name-ABC123@mailbox.insight.ly

 

Find out more about Insightly.

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