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Integration Service user guide

Last updated Mar 9, 2026

Insightly CRM authentication

Prerequisites

To create a connection, you need the following credentials:

  • API Key

To learn how to retrieve your API key, refer to Finding or resetting your API key in the Insightly documentation.

Add the Insightly CRM connection

  1. Select Integration Service from the left rail.
  2. From the Connectors list, select Insightly CRM. You can also use the search bar to find the connector.
  3. Select Connect to Insightly CRM.
  4. Enter the required credentials: API Key.
  5. Select Connect.
  • Prerequisites
  • Add the Insightly CRM connection

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