Insightly

Import your Insightly contacts into Podium, making it easy to send automated review invitations.

• Improve your online rating by requesting reviews for closed opportunities.
• Save time managing your contacts by seamlessly importing your contacts into Podium. No more copy and pasting between systems!

Compatibility

All versions

Setup Process

BEFORE YOU BEGIN

1. Log in to Insightly.
2. Navigate to User Settings > API.
3. Note your API Key; You’ll need to enter it later.

STEPS

1. Click Connect.
2. Select the Podium location you’d like to connect to Insightly.
3. Allow Insightly to access the appropriate Podium data.
4. Allow Podium to access the appropriate Insightly data.
5. Select your Country.
6. Allow Podium to access to contact syncing features.
7. Click Finish.
8. Select the automations to use with your Insightly integration.
9. Click Activate.