Insightly Integration

Insightly is one of the best CRMs available in today’s online market.
With Insightly you can achieve these daily tasks:

  • Marketing – create engaging customer journeys and grow pipeline
  • Sales – centralize your customer data and close more deals
  • Projects – convert deals to projects and deliver on time every time
  • Integrations – stay connected to the apps you already use

For more information visit Insightly.com.

Insightly Integrates with BILLIVING

With a few simple steps you can easily set up contact integration between Insightly and BILLIVING. The integration will sync your contacts so you don’t have to go back and forth between the apps. You can start off at BILLIVING by clicking the integration menu item on the left hand side:

integration-menu

 

Now, select the Insightly app:

integration-list
 

You’ll now see Insightly-BILLIVING integrations. Click the ‘Install’ button:

integration-install
 

You’ll need to obtain api keys to both apps. Some instructions appear on the right hand side:

integration-setup

 

Obtain the BILLIVING api key by going to Cog > API Integration:

integration-billing-apikey
 

Likewise, in Insightly go to User Settings, then scroll down for the api key:

integration-insightly-apikey
 

Once integration has been saved, you’ll see the ‘Setup Complete’ indicator. You can also come back later to uninstall this integration in case it is no longer required:

integration-setup-complete
 

As you can see below within a few minutes your contacts should be synced from Insightly to BILLIVING.

integration-contacts-synced