Insightly

Insightly CRM and Seamless

Connect Your Insightly CRM to Seamless

To connect Insightly CRM to Seamless, navigate to your  Integrations page from your Seamless settings.

From there, locate the Insightly CRM integration and click the Insightly icon. You will be prompted to enter your Insightly API Key to authorize the connection.

Users are able to find their Insightly API Key in the API section within User Settings of their Insightly account. Simply copy the full API key to the Seamless connection modal.

Once connected, you will see a Connected status confirming that your Insightly CRM is successfully integrated with Seamless.

Insightly Settings and Mappings

1. Navigate to your CRM Setup page through your settings, by clicking your initials in the bottom left corner of your Seamless platform.
2. Following the available options, simply complete your universal settings based on you or your company's preference and you will be ready to start importing directly into Insightly.
3. Ensure you set up all mappings to confirm that all fields you want to send over to Insightly from Seamless are mapped to the proper fields.
   Please note: Our direct integration with Insightly comes with pre-set field mapping options
4. Customize fields for your entire organization or secure settings exclusively for your organization. Additionally, specify whether the data will override in your CRM for each mapping. Easily configure these options using Set Org Wide or Lock Org Wide fields (found in Universal Settings + Importing Mappings) and choose Override as needed (found in Importing Mappings).

CRM Import Mapping Fields

Select the Import Type: Import Mappings can be set based on your preference of importing type. Choose if you want to set import mappings for importing as Account, Contact, or Lead. 

Seamless Field: Select the data field from Seamless that you want to send to Insightly. Seamless supports more than 100 available fields, including contact, company, location, and research information.

Insightly Field: Select the corresponding field in Insightly. During import, the value from the selected Seamless field will be transferred to the mapped Insightly field.

Managing Import Mappings

Overwrite:

• Yes: Seamless replaces existing data in the mapped Insightly field with the new value from Seamless.
• No: Seamless only adds data when the mapped Insightly field is blank.

Allow User Edit: Allow your Users to edit the specific setting or not depending on if the checkbox is engaged.
Note: This is a permission that can be modified by account owners or admins.

• Checkbox selected: Users can edit the setting. The admin’s configuration remains the default.
• Checkbox cleared: Users can view the setting in a read-only state but cannot change it.

Edit CRM Mapping: To edit, click the two-dot menu on the right side of the row.

• Set a Default Value: If Seamless data does not exist for that field, is there a value you want filled in its place
• Delete Mapping: If mapping is no longer needed.

Additionally, Seamless provides the ability to Add New Mapping, Add Custom Mapping, and Set Custom Data Rules.
Check out this article to learn more: Customizing CRM Import Mappings

Importing Contacts to Insightly

If Auto-import to Insightly is not enabled, you can manually import contacts from Seamless into Insightly.

To import an individual contact, locate the contact in Seamless and use the Actions column. Click the Insightly CRM icon to import the contact into your connected account.

Once a contact has been successfully imported, the Insightly icon will change from gray to orange.

You can also import contacts in bulk by selecting or filtering the contacts you want to import, then choosing the Insightly import option.

Insightly Settings

When integrating your Insightly CRM with Seamless, you have the ability to customize the settings.

Universal Settings

Owner: Choose which Seamless user should be assigned as the owner of records imported to Insightly. This allows you to control who imported contacts or accounts are saved under in Insightly.

Insightly Import Type: Select whether contacts researched in Seamless are imported into Insightly as a Lead or Contact. Importing as a Lead supports workflows where the person must be qualified before becoming a Contact. Importing as a Contact is best for established people who should be added directly to your CRM.

Set Total AI Threshold/Limit on Contact Imports: Use this setting to establish a minimum Total AI threshold for importing contacts. Specifically, it applies to the Total AI score of the Primary Business Email. For example, if the Total AI Slider is set to 80, the Primary Business Email must have a Total AI score of 80% or higher to successfully import on the first attempt.

Contact Account Creation:

• Yes: Seamless can create accounts automatically for contacts not in your CRM.
• No: No account is created; users need to choose an existing account for contact import.
• Prompt: Users are asked to select or create an account with each import.

 Update Converted Lead’s Contact Record: Controls what happens when Seamless finds an Insightly Lead that has already been converted to a Contact.

• Yes: Seamless automatically adds available information to the Contact record associated with the converted Lead.
• No: Seamless does not update the associated Contact record.
• Prompt: Users are asked whether they want to update the associated Contact record when a converted Lead is detected during import.

Auto-import to Insightly: Enable this option to automatically import contacts/companies into your CRM when clicking the FIND button in Seamless. By turning this on, you skip the step of manually selecting contacts/companies in My Contacts and My Companies before importing them into your CRM.

Allow contacts/leads to import without a validated email: When set to Yes, Seamless permits users to import contacts even without a validated email. A validated email includes a Valid or Accept All response from Seamless's validation during the AI research process.

Allow Users to Create New / Custom Mappings: Allows users, that are not admin, to create new mappings that will only affect their account.

Advanced Settings

Set Contact Import Match Score: Define your match score against your CRM records. A value of 100% requires a contact to have a 100% match score against a CRM record to automatically import. Records with a lower match score will show a deduplication screen with "similar record" option to select before importing.

Example: A 95% setting will allow automatic import (no deduplication alert) if there is a match score of 95% or above against a record in your CRM unless there are two of the exact same match scores. (Seamless does not recommend less than 95% Match score for this Setting)

Set Company Import Match Score: Set Company Import Match Score to define your match score against your CRM records. A value of 100% requires a company to have a 100% match score against a CRM record to automatically import. Records with a lower match score will show a deduplication screen with "similar record" option to select before importing.

Fill Blank Contact Phone with Company Phone: When set to Yes, Seamless will add the company phone number to the contact phone field if the company phone has a number and the contact phone is blank. This setting is useful when you want to ensure data is present in both contact and company phones during import, especially if there's field validation in your CRM.

Fill Blank Contact Location with Company Location: When set to Yes, Seamless will populate the contact location fields with the company location if the company has a location and the contact location is blank. This setting is ideal for ensuring data presence in both contact and company locations upon import, especially if there's field validation in your CRM.

Check for duplicates across both leads and contacts in Insightly: Check for duplicates across both Lead and Contact objects. This setting is ideal if you need to ensure uniqueness and avoid duplicating contacts or leads in your CRM. If set to NO, Seamless will only check for duplicates within the specific import type (i.e., Lead or Contact/Account) for that import.

‍Enable CRM Alerts: Enables checking if leads or contacts already exist in CRM before using Seamless.

Automated Lists to Accounts for Insightly

This section allows you to automate importing and eliminate manual efforts by mapping Seamless Lists to your selected CRM account.

Once you "Add Account Mapping" you will be able to:

• Select Seamless List: Lists created in Seamless
• Select CRM account - Accounts available that are created in your CRM
• Insightly Import to CRM option on Seamless Contact Card