Insightly CRM integration with ChatbotWorld

This page contains the information about the 3rd party integrations.

Insightly CRM Integration with ChatbotWorld

Use Case

This integration enables you to transfer lead details such as Name, Email, and Phone from your ChatbotWorld platform to the Insightly CRM.

Pre-requisite

To set up this integration, you'll need:

• An API Token from Insightly

Steps to Enable the Integration

1. Get Required 3rd Party Data:

   • Obtain necessary information and your API Token from Insightly by referring to the Insightly API Documentation.

2. Authenticate Your Account:

   • Enter the required details obtained from the previous step.

   • Proceed to authenticate your account credentials.

3. Mapping the Variables:

   • Once authenticated, you'll see a screen where you can map the chatbot’s answers to the fields of your Insightly CRM.

   • Select the bot questions from the "Question" dropdown or type "/" to list all questions.

   • Map these questions to parameters in your Insightly CRM. If dropdowns are not available, enter the parameter names manually.

   • Add new variables as needed by clicking the "Add Parameter" button.

   • Click “Save” to activate your integration.

4. Test Your Integration:

   • Open your bot and create a new lead to test the integration. Ensure that the lead is not created earlier.

Disconnecting the Integration

To disconnect the integration:

1. Open the integration page under bot management.

2. Click on the 3rd party integrations and select the target integration (Insightly).

3. Click on the “Disconnect” button to disconnect.

Notes

• To test leads, create the chat in an incognito tab to avoid cache issues.

• Ensure you have the proper subscription for the 3rd party to use the APIs.

• Please contact the support team if you need further assistance.