Connect Insightly with Cascade to automatically sync your CRM data to your Cascade environment. This will allow you to track, report, and visualize almost any data from Insightly alongside any strategic data within Cascade. With this integration, you can ensure a seamless and automated workflow and eliminate the need to manually transfer data between Insightly and Cascade.
Please note that the steps in this article provide a general guideline and please reach out to us for assistance if you are looking to connect Insightly with Cascade and create an automated workflow.
Prerequisites:
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Cascade: An Enterprise+ account in Cascade.
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Insightly: Obtain the necessary API credentials from your Insightly account or administrator.
Custom integration with Insightly:
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Obtain the necessary API credentials from your Insightly account or administrator.
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Identify the specific data points in Insightly that you would like to be integrated with Cascade.
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Understand how these data points map to the corresponding fields in Cascade.
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Identify and utilize the best way to retrieve or send data between the platforms while handling data mapping and transformation as needed. For example, APIs, data exports, webhooks, etc.
By leveraging Insightly’s data export and retrieval methods, you can:
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Import Sales Pipeline figures into Cascade.
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Update Cascade with your marketing or website analytics to help drive growth.
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Aggregate key data and figures to be represented in your Cascade Metric library.
Our advanced integrations can supercharge your strategy by tying your technical ecosystem together directly into Cascade. This will eliminate the need for almost any duplication of effort and will keep your Cascade environment up to date with the most recent data no matter where you are tracking it.
Reach out to us anytime to start the conversation on how we can help leverage our API to integrate with your data.