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Why use Insightly CRM?

Convertalk integrates with Insightly CRM to automate lead management and enhance customer interactions. By syncing Convertalk’s AI-powered chatbot with Insightly CRM’s features, businesses can instantly capture leads, qualify them through automated conversations, and streamline follow-up processes. This integration ensures real-time data synchronization, helping sales teams prioritize high-value prospects and optimize their customer relationship management strategies.

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Benefits of using Insightly CRM:

  • Automated Lead Capture: Instantly capture and qualify leads through chatbot interactions, syncing them with Insightly CRM.
  • Improved Lead Management: Keep leads organized and up-to-date in Insightly CRM, ensuring efficient tracking and follow-up.
  • Personalized Customer Engagement: Tailor chatbot conversations based on insights from Insightly CRM to improve lead nurturing and conversion.
  • Enhanced Sales Productivity: Automate repetitive tasks like data entry and follow-up reminders, allowing sales teams to focus on closing deals.

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Step 1 of 4: Login to Convertalk Account and Select Application to Integrate

  1. Login to your Convertalk account, and select the Bot you want to integrate with Insightly CRM.
  2. Now, click the**‘Integrate’ tab.**

  3. The Integrate window will open up. Make sure you are in the “All Integrations Tab.”
  4. A list of all native integrations for Convertalk will be available in this window.
    • Now find Insightly CRM by:-
    • Either scrolling down the list
    • Or by typing in ‘Insightly CRM’ in the search box with the placeholder “search integration by name”
  5. Now click on the ‘connect’ button as shown below.

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Step 2 of 4: Find your Authorization Key/Token in App Account

  1. To complete the process, you need to fill out:-
  2. The API Token
  3. The API Token:-
  4. Click on the Profile Icon on your dashboard to obtain the API token.
  5. There, Navigate to User Settings.

  6. Scroll down in the user settings tab until you can see the API section.
  7. Copy the API key and paste it back on Convertalk.

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Step 3 of 4: Enter Authorization Details and establish connection with your App

  1. After filling out the API key, click Connect.

  2. Look for the notification “Connected Successfully” for confirmation.

  3. Also, your Insightly CRM integration will show the message **Installed **in the Integration List.

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Step 4 of 4: Test your Integration Set up with Data

Once you have established a connection between ** Convertalk** and Insightly CRM and complete the mapping, you are ready to go for your first test lead. You can test your integration setup by creating a dummy lead on the bot. This lead should appear in your Convertalk dashboard and the Insightly CRM you have integrated.

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Still Not Working, Let’s Troubleshoot!

If you are not getting dummy leads from your Bot to Insightly CRM, it may be due to multiple reasons:
  • Wrong Authorization Details added- You need to check and see if all the authorization credentials, such as API Token, API key, and URL, have been entered correctly.
  • Free plan- You are not subscribed to the paid plan on Convertalk, as integration works only with the paid plan.