预览

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.

此活动包可与 UiPath Studio 2023.10 及更高版本一起使用。

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

提示：

要访问预览活动，请确保在 Studio Web 中启用预览包和活动。 有关配置 Studio Web 策略的更多信息，请查看《 Automation Ops 用户指南》 。

工作方式

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.