How to integrate Insightly with Magento 2

In today’s article, we will guide you how to integrate Insightly with Magento 2. Please bookmark this tutorial whenever you need them.

Establish in 2009, Insightly is a powerful customer relationship management system that offers great features for your Magento store. This is an easy-to-use software that provides an overview of your business, keeps track of your products for your customers, improves communication with customers, increases productivity for your business. Insightly is a cloud-based software that is why you can access your data anytime, anywhere, even from mobile devices.

There are a lot of customer relationship management software on the market; however, we suggest that you choose Insightly if your business is really small. It brings the best features and you will surely be satisfied with this software.

How to integrate Insightly on Magento 2

To integrate Insightly

• Step 1: Sign up the Zapier account
• Step 2: Sign up the Insightly account
• Step 3: Integrate Magento 2.x
• Step 4: Integrate Insightly for your Magento 2 store to manage the store effectively

Step 1: Sign up the Zapier account

• Signup Zapier

Step 2: Sign up the Insightly account

• Signup Insightly

After logging into Zapier, choose Make a Zap to start integrating

Step 3: Integrate Magento 2.x

• In this step, choose Magento 2.x so that Zapier can get all data from your store.

• Then, choose New Customer in select Magento 2.x Trigger field and click on continue.

• After that, you need to connect an Account in select Magento 2.x account field. In this step, please enter full domain, admin username and admin password of your Magento 2 store as the following image:

• After generating your Magento 2.x account, the screen will display as an image below. Then, choose Save + Continue.

• Great! You have just tested Magento 2.x successfully. Please continue doing the next step.

Step 4: Integrate Insightly

• In Choose an Action App field, choose Insightly and click on Continue.

• In Select Insightly Action field, you can choose one of the options on this page and click on Continue.

• Next, you need to select Insightly account. Please click on Connect an Account.

• Your screen will display as an image below, then, enter your API key from your account and click on Yes, Continue

• Next, you have to set up Insightly Contact. Now, please enter all required fields on page, then choose continue box.

• Wow, you have tested Insightly sucessfully. Finally, choose Finish and set the name your zap to complete.

• Your Zap is working and it will auto-check for your Magento 2.x new customer.

• After all, here is the result that you have done.

• Now, you have just integrated Insightly with Magento 2.