With Insightly CRM modules in Boost.space Integrator, you can monitor, create, and retrieve objects.
To use the Insightly CRM modules, you must have an Insightly CRM account. You can create an account at insightly.com.
Refer to the Insightly CRM API documentation for a list of available endpoints.
To establish the connection, you must:
To obtain your API key from your Insightly CRM account:
To establish the connection in Boost.space Integrator:
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Log in to your Boost.space Integrator account, add a Insightly CRM module to your scenario, and click Create a connection.
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Optional: In the Connection name field, enter a name for the connection.
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In the API Key field, enter the API key copied above.
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Click Save.
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If prompted, authenticate your account and confirm access.
You have successfully established the connection. You can now edit your scenario and add more Insightly CRM modules. If your connection requires reauthorization at any point, follow the connection renewal steps here.