Insightly CRM – Connect Sign-Ups

Turn your Insightly CRM Contacts into Social Proof

Insightly CRM is a cloud-based platform designed to help businesses manage their contacts, sales, projects, and more. It offers features such as contact management, lead tracking, pipeline management, email integration, project management, and reporting.

You can easily connect Insightly CRM to Nudgify with our Insightly CRM integration to showcase Social Proof notifications on your website, in real-time.

Connect Insightly CRM Sign-ups

The following data from Insightly CRM will be synced with Nudgify in order to build Nudges:

• Email
• First Name
• Last Name
• City
• State
• Country

Follow the steps below to connect your Insightly CRM user data to Nudgify and show new contacts in Sign-up Nudges.

Step 1. Copy Your Webhook URL

To manage your integrations, click the “Integrations” button on the left-hand sidebar. This will take you to the Integrations page, where you manage your integrations with other apps and software. Find Insightly CRM Sign-Ups in the list and click “Connect”.

Click to copy your Nudgify Webhook URL

Step 2. Create a Webhook in Insightly CRM and paste your Webhook URL

You will now paste your Nudgify Webhook URL in the right place in your Insightly CRM account so that new user data is sent automatically to your Nudgify account.

You can find here the Insightly CRM instructions for using Webhooks.

As a summary, follow these steps in your Insightly CRM dashboard:

1. Go to System Settings> Automation > Workflow Automations> New Workflow Process.
2. Enter your Process Name and Select Contacts in Record Type.
3. Click on Save.
4. Select Add New Criteria.
5. Add when First Name Is Not Empty.
6. And when Last Name Is Not Empty.
7. And when Email Is Not Empty.
8. Save Criteria.
9. Select Actions > Add New Webhook.
10. Add a Webhook Name and Paste your Nudgify URL.
11. Click on Save Webhook.

Go back to Nudgify and click the “I’ve done it” button.

Any new Sign-up will be added to your Sign-ups Data Feed. To turn these data into Social Proof Nudges on your site, create a Sign-up Nudge and select Insightly CRM as the data source.

Congratulations! You have now linked your new Insightly CRM sign-ups to Nudgify 🙌

Step 3. Create Sign-ups Nudges for new Insightly CRM Users

On your Data Feeds page, in the “sign-ups” tab, you will be able to see any new contacts that are sent to Nudgify. It’s time to start showcasing new Insightly CRM sign-ups in Social Proof Nudges!

You can create two types of Nudges with the Insightly CRM sign-ups integration.

1. Recent Sign-Ups Nudges that show single sign-ups
2. All Sign-Ups Nudges that show a count of multiple sign-ups

Show Recent Activity – Single Sign-ups

Go to the Nudges page and click “Add Nudge”. Choose the Nudge labeled “Recent Activity – Single Sign-up” from the Nudge Library.

You can now configure the selected Nudge. First of all, select “Insightly CRM Sign-Ups” as the data source. This way, the Nudge will use your Insightly CRM data to show in the Nudge:

You can also customise the text of the Nudge here (“subscribed to our newsletter”, “signed-up to our mailing list”, or whatever you want to display). You can also select how recent the sign-ups need to be that you want to display. Find out more about the customisation options for Sign-up Nudges.

Once you’re done, click “Continue”. The Nudge will now automatically capture and show individual recent sign-ups. You can track how your Nudges perform from your Statistics page.

Show All Sign-ups

When creating a new Nudge, choose the “Recent Activity – All Sign-ups” Nudge in your Nudge Library:

You can now configure the selected Nudge. First of all, select “Insightly CRM Sign-Ups” as the data source. This way, the Nudge will use your Insightly CRM data to show in the Nudge:

You can also customise the text of the Nudge here (“subscribed to our newsletter”, “signed-up to our mailing list”, or whatever else you want to put down). You can also select how recent the sign-ups need to be that you want to display, and set a minimum and maximum number of Sign-ups. Find more about the customization options for Sign-up Nudges.

Click “Continue”. The Nudge will now automatically capture and show a summary of recent subscriptions. You can track how your Nudges perform from your Statistics page.

That’s it! 🙌

All your new Insightly CRM Sign-Ups will now be turned into powerful Social Proof automatically and display Nudges on your site.