Integration Service
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Integration Service User Guide
Automation CloudAutomation Cloud Public Sector
Last updated 19 de jul. de 2024

Insightly CRM authentication

Prerequisites

To create a connection, you need the following credentials:

  • API Key

To learn how to retrieve your API key, see Finding or resetting your API key in the Insightly documentation.

Add the Insightly CRM connection

  1. Select Integration Service from Automation CloudTM.

  2. From the Connectors list, select Insightly CRM. You can also use the search bar to find the connector.
  3. Select the Add connection button.

  4. Enter the required credentials: API Key.
  5. Select the Add connection button.

  6. Select Connect.

  7. Your connection has been added.

  • Prerequisites
  • Add the Insightly CRM connection

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