PREVIEW

About the Insightly CRM connector

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.

Authentication

Before automating processes, you need to establish a connection with your Insightly CRM instance. Step-by-step instructions are available in the Insightly CRM authentication page.

Events

The Insightly CRM connector supports events via polling. More information about the events supported for the Insightly CRM connector is available in the Insightly CRM events page.

Activity package

You can use the connection to enable the Insightly CRM activities in UiPath Studio and build automations that interact with your Insightly CRM data.

Provider documentation

Find out more information about the Insightly API from the Insightly official documentation.