Connecting Insightly with your Tenfold account allows Tenfold to search for and display important lead/contact data for matching incoming or outgoing calls. Tenfold can use the connected account to create notes and tasks as well. While this account does not have to be an admin account, it is important Tenfold be connected with an account that has all permissions necessary to search, create and update leads/contacts.
Only the Tenfold admin can connect an Insightly account.
Please follow these steps to connect to Insightly:
1. Navigate to the CRM page: https://dashboard.callinize.com/organization#crm
2. Select Insightly in dropdown menu.
3. Enter your Insightly API key.
4. Click Save button.
How to obtain Insightly API key?
1. Login to Insightly, click the profile icon and select User Settings.
2. Scroll down to the bottom of the page and copy the API key.