In today’s article, we will guide you how to integrate Insightly with Magento 2. Please bookmark this tutorial whenever you need them.
Establish in 2009, Insightly is a powerful customer relationship management system that offers great features for your Magento store. This is an easy-to-use software that provides an overview of your business, keeps track of your products for your customers, improves communication with customers, increases productivity for your business. Insightly is a cloud-based software that is why you can access your data anytime, anywhere, even from mobile devices.
There are a lot of customer relationship management software on the market; however, we suggest that you choose Insightly if your business is really small. It brings the best features and you will surely be satisfied with this software.
After logging into Zapier, choose
Make a Zap to start integrating
Magento 2.xso that Zapier can get all data from your store.
select Magento 2.x Triggerfield and click on
connect an Accountin
select Magento 2.x accountfield. In this step, please enter full domain, admin username and admin password of your Magento 2 store as the following image:
Save + Continue.
Choose an Action Appfield, choose
Insightlyand click on
Select Insightly Actionfield, you can choose one of the options on this page and click on
Next, you need to
select Insightly account. Please click on
Connect an Account.
Your screen will display as an image below, then, enter your API key from your account and click on
Next, you have to
set up Insightly Contact. Now, please enter all required fields on page, then choose
Wow, you have tested
Insightly sucessfully. Finally, choose
Finish and set the
name your zap to complete.
It comes to the end of tutorial: How to integrate Insightly with Magento 2.
Want to apply these above Invoice templates for your store?