Vorschau

About the Insightly CRM activity package

Insightly is an online lead nurturing platform that efficiently enables enterprises to create and nurture the sales pipelines with key features like lead maintenance, improved productivity, and generating insightful dashboards.

Dieses Aktivitätspaket kann mit UiPath Studio-Versionen 2023.10 und neuer verwendet werden.

To learn more about the Insightly activities, see the Activities page for a complete list and descriptions.

Tipp:

Um auf Vorschauaktivitäten zuzugreifen, stellen Sie sicher, dass Vorschaupakete und -aktivitäten in Studio Web aktiviert sind. Weitere Informationen zum Konfigurieren von Studio Web-Richtlinien finden Sie im Automation Ops-Benutzerhandbuch.

Wie es funktioniert

To enable the outbound automation between UiPath and Insightly, the activities establish an authenticated connection using the UiPath Connector for Insightly. Before you build your first project, complete the steps in the Authentication guide from the connector documentation.

Once established, the connection to the Insightly instance can be used in all activities of the package.