Learn how to setup and integrate your Insightly account with your Drip account.
This integration allows you to send your Drip leads to Insightly at any point in an automation cycle by using the Send subscriber action. Before starting, you will want to make sure that you have the Leads function enabled in your Insightly account.
Connect Drip and Insightly
In Insightly, go to User Settings and copy your API key:
Now, in your Drip account, paste the API Key into the field under Settings > Integrations > CRM > Insightly:
That’s it. Now we will set up the automation needed.
Set up Automation
Add an action in a workflow or a basic rule and choose Insightly as the provider. Selecting that provider will automatically configure the Send subscriber action.
Here’s a simple workflow example using the action:
The above workflow steps sends subscribers to Insightly when they fulfill your lead score criteria