How to Integrate LinkedFusion with Insightly CRM
Prerequisites
Before beginning the integration process, ensure you have:
- An active LinkedFusion account with admin access
- An active Insightly CRM account with admin privileges
- API credentials for both platforms (available in account settings)
Integration Steps
This step-by-step guide will walk you through the process of connecting LinkedFusion with Insightly CRM to synchronize your LinkedIn activities with your customer relationship management system.
Step 1: Generate API Keys
In Insightly:
- Log in to your Insightly account
- Go to Admin > User Settings
- Navigate to API Keys
- Generate a new API key and copy it
- Note your Insightly instance URL
Step 2: Connect the Platforms
- In LinkedFusion, navigate to Settings > Integrations
- Scroll down and find “Insightly” in the CRM integrations section
- Copy paste the Insightly API key in
- LinkedFusion & save it. Your Insightly CRM is now successfully connected with LinkedFusion.
Step 3: Configure Field Mapping
- After successful connection, you’ll be directed to the field mapping screen
- Map LinkedFusion contact fields to their corresponding Insightly fields:
- First Name → First Name
- Last Name → Last Name
- Company → Organization Name
- Position → Job Title
- Email → Email Address
- Phone → Phone
- LinkedIn URL → Social: LinkedIn
- Configure any custom field mappings you require
- Click “Save Mapping”
Step 4: Test the Integration
- Create a test contact in LinkedFusion
- Wait for the sync interval or click “Sync Now”
- Verify the contact appears in Insightly with correct information
- Send a test message in LinkedFusion
- Confirm the interaction is logged in Insightly
Troubleshooting Common Issues
Connection Failures
If you encounter connection issues:
- Verify API credentials are correct
- Check that your Insightly account has API access enabled
- Ensure your firewall isn’t blocking API connections
- Confirm you have the necessary permissions in both platforms
Data Not Syncing
If data isn’t appearing in Insightly:
- Check sync frequency settings
- Verify field mapping configurations
- Ensure required fields are completed in LinkedFusion
- Review any error logs in the integration dashboard
Duplicate Records
If you see duplicate records:
- Check your duplicate handling rules in Step 4
- Review how email matching is configured
- Consider running a one-time cleanup of duplicate records
Frequently Asked Questions
By default, data syncs every 30 minutes. You can adjust this in the sync rules to occur in real-time, hourly, or daily.
Yes, during setup you can choose to import your existing connections or only sync new ones going forward.
If bidirectional sync is enabled, changes made in Insightly will be reflected in LinkedFusion at the next sync interval.
Sync limits depend on your LinkedFusion and Insightly subscription tiers. Enterprise plans typically have unlimited sync capabilities.
Yes, the field mapping screen allows you to precisely control which fields are synchronized between platforms.