Integration Service
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Integration Service 用户指南
上次更新日期 2024年4月24日

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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.

身份验证

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.

活动包

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

提供程序文档

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

  • 身份验证
  • Events
  • 活动包
  • 提供程序文档

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