Insightly integration overview

Overview

Insightly is a customer relationship management platform that helps businesses manage contacts, leads, sales pipelines, projects, and customer relationships in one place. It lets teams capture and qualify leads, track every interaction with a contact, and move deals through the sales process. Persona’s Insightly integration allows you to automatically create and update contacts, and create and look up leads — all directly from your Persona workflows, so your CRM reflects verified identity data without manual re-entry.

Benefits

Keep Contacts Current Automatically: Create or update Insightly contact records the moment a Persona verification completes, so your sales and support teams are always looking at up-to-date, verified information.

Qualify Leads with Verified Data: Create Insightly leads populated with information confirmed during a Persona inquiry, and look up existing leads to check status before running downstream actions.

Reduce Manual Data Entry: Push identity, contact, and address details straight from a Persona workflow into Insightly instead of relying on a teammate to copy them over.

Bridge Compliance and Sales: Route verification outcomes into the CRM records your revenue teams already work from, so decisions made in Persona are visible where deals get worked.

Integration Features

Persona’s Insightly integration enables automation across contact and lead management workflows. Key capabilities include:

• List Contacts: Return a paginated, filterable list of contacts.
• Create Contact: Create a new contact with name, phone, email, address, and custom field support.
• Update Contact: Update an existing contact by its Contact ID.
• List Leads: Return a paginated, filterable list of leads.
• Create Lead: Create a new lead with contact, company, and qualification details.
• Retrieve Lead: Look up a single lead by its ID.

Setting up the Insightly integration

Prerequisites

To set up the Insightly integration, ensure you have:

• An Insightly account with API access
• An Insightly API key (found under User Settings > API)
• The pod (region segment) from your Insightly API URL — for example, if your API URL is https://api.na1.insightly.com/v3.1, your pod is na1

Setting up the Insightly credentials

1. In the Persona Dashboard, navigate to Integrations > Marketplace and click on Insightly.
2. Click on Add Credential at the top of the page.
3. Enter a Nickname for Credential in the modal, along with your Insightly API key and pod, and click Continue.
4. Once complete, the credential will appear in Persona and can be selected in workflows.

Using the Insightly integration in a workflow

1. Create a new workflow, or open an existing workflow you’d like to update.
2. Add a new action step > Integrations.
3. Select the Insightly integration and choose your Insightly credential.
4. Select the operation you want to run and map Persona data into the input fields.
5. Save and publish the workflow.

Insightly Operations Overview

Persona supports multiple Insightly API operations for managing contacts and leads. These actions allow you to automate record creation, updates, and lookups, ensuring your CRM data stays current based on Persona identity events.

See below for a comprehensive list of available Workflow Action steps and possible configurations for the Insightly integration:

List Contacts

Retrieve a paginated, filterable list of contacts.

Configuration Steps:

• No required fields.
• Optionally add:
  • Brief (return only top-level properties)
  • Skip (pagination offset)
  • Top (maximum records to return)
  • Count Total (return the total record count in response headers)

Create Contact

Create a new Insightly contact. First Name is required.

Configuration Steps:

• Provide values for required fields:
  • First Name
• Optionally add:
  • Salutation
  • Last Name
  • Background
  • Owner User ID
  • LinkedIn / Facebook / Twitter
  • Date of Birth
  • Phone, Home Phone, Mobile Phone, Other Phone, Fax
  • Email Address
  • Assistant Name
  • Mailing Street / City / State / Postcode / Country
  • Organisation ID
  • Title
  • Email Opted Out
  • Custom Fields (array of field name / field value pairs)

Update Contact

Update an existing contact by its Contact ID.

Configuration Steps:

• Provide values for required fields:
  • Contact ID
• Optionally add:
  • Salutation, First Name, Last Name
  • Background
  • Owner User ID
  • Date of Birth
  • Phone, Mobile Phone
  • Email Address
  • Mailing Street / City / State / Postcode / Country
  • Organisation ID
  • Title
  • Email Opted Out
  • Custom Fields

List Leads

Retrieve a paginated, filterable list of leads.

Configuration Steps:

• No required fields.
• Optionally add:
  • Brief, Skip, Top, Count Total

Create Lead

Create a new lead. Last Name is required.

Configuration Steps:

• Provide values for required fields:
  • Last Name
• Optionally add:
  • Salutation, First Name
  • Lead Source ID, Lead Status ID
  • Title, Email
  • Organisation Name
  • Phone, Mobile, Fax, Website
  • Industry, Employee Count
  • Lead Rating, Lead Description
  • Owner User ID, Responsible User ID
  • Street / City / State / Postcode / Country

Retrieve Lead

Look up a single lead by its ID.

Configuration Steps:

• Provide values for required fields:
  • Lead ID

FAQs

Does this integration support Insightly’s regional pods?

Yes. Enter the pod segment from your Insightly API URL (for example na1) when adding your credential — Persona routes requests to https://api.<pod>.insightly.com.

What’s the difference between Create Lead and Create Contact?

Use Create Lead when you’re qualifying a prospect that hasn’t yet become a customer. Use Create Contact when you want a record for an individual already associated with an account or organisation.