Configure Insightly Integration with HappyFox

Insightly CRM provides a way to manage projects and track contacts, communications, sales, projects, tasks and documents in a single platform.

Integrating Insightly with HappyFox allows your agents to:

  • View Insightly contact information in HappyFox ticket-detail and new-ticket form.
  • Push HappyFox ticket information as either Contact Notes or Organization Notes to Insightly.

Available to Mighty and above pricing plans 


How to Integrate Insightly with HappyFox:

  • Log in to HappyFox.
  • Go to Apps >> CRM >> Insightly.
  • Click Install. In the subsequent screen, you will be asked to provide  "Authentication token". 
  • Get Authentication token from Insightly:
    • Log in to your Insightly account.

    •  Go to Profile >> User Settings and find "API key". The API key is your authentication token.
  • Click "Save" to enable the integration.

Insightly information Displayed for the corresponding contact during ticket creation:

Insightly information Displayed for the corresponding contact at ticket details page:

Pushing HappyFox information into Insightly:

To push HappyFox ticket information into Insightly as either "Contact Notes" or "Organisational Notes", you would need to enable this feature:

  • Go to Apps >> CRM >> Insightly.
  • Click Manage, then Enable "Push Ticket Information to CRM".
  • You can choose between "Organizational Notes" and "Contact notes", for the corresponding information to be stored as, inside Insightly.
  • Click Save.

Once it is enabled, you would find the ticket information inside the corresponding contacts/ organization page's notes section inside Insightly:

Disable Insightly App from HappyFox:

Only One CRM app can be active in your HappyFox account. If you would like to try out other CRM apps, you have to disable Insightly app first.

Steps:

  • Go to Apps >> CRM >> Insightly.
  • Click "Manage".
  • To temporarily disable the app, click "disable the app" link inside "Status" 

To know how Insightly Integration works with HappyFox Classic, please refer to the document attached.