Insightly CRM
With Insightly CRM modules in Make, you can monitor, create, and retrieve objects.
To use the Insightly CRM modules, you must have an Insightly CRM account. You can create an account at insightly.com.
Refer to the Insightly CRM API documentation for a list of available endpoints.
Connect Insightly CRM to Make
To establish the connection, you must:
Obtain your API key in Insightly CRM
To obtain your API key from your Insightly CRM account:
Log in to your Insightly CRM account.
Click the profile icon in the top right corner.
Click User Settings.
In the API section, copy the Your API key value shown and store it in a safe place.
You will use this value in the API Key field in Make.
Establish the connection with Insightly CRM in Make
To establish the connection in Make:
Log in to your Make account, add a Insightly CRM module to your scenario, and click Create a connection.
Optional: In the Connection name field, enter a name for the connection.
In the API Key field, enter the API key copied above.
Click Save.
If prompted, authenticate your account and confirm access.
You have successfully established the connection. You can now edit your scenario and add more Insightly CRM modules. If your connection requires reauthorization at any point, follow the connection renewal steps here.
Build Insightly CRM Scenarios
After connecting the app, you can perform the following actions:
Watch objects
Create object
Retrieve object