How to Set up Webhook in Insightly CRM?​

​Insightly is a popular customer relationship management (CRM) software designed to help businesses of all sizes manage their customer relationships, sales processes, and project management. 

Insightly CRM keeps all of your current and prospective customer data in one place to optimize your productivity. 

One of the ways to integrate Insightly CRM with other apps and services is via Webhooks.

In this article, we’ll understand how to set up webhooks in Insightly CRM to receive notifications on a webhook URL.

Setting Up Webhook in Insightly CRM

1. Login to your Insightly CRM account.

2. Navigate to the top right admin icon and select System Settings.

3. Click on the Workflow Automation option.

4. Click on the New Workflow Process button.

5. Provide Process Name, and Description and select Record Type accordingly from the dropdown menu.

6. Under WHEN TO EVALUATE FOR MATCHING CRITERIA select the option as per the need.

7. Click on Save.

8. Navigate to the Criteria and Actions section & click the Add Criteria button.

9. Give your Criteria a name. You can also set EVALUATION CRITERIA.

10. Click on Save Criteria.

11. Under Immediate Section select Add New Webhook from Actions dropdown.

12. Give your Webhook a Name and paste the URL under the Webhook Endpoint field.

13. Select your Invocation Payload from the dropdown.

14. Click on Save Webhook.

That’s it! You have successfully added a webhook to your Insightly CRM account.

Connect Insightly CRM with Other Apps

If you want to connect Insightly CRM with other apps that you use to automate processes, you must check out SureTriggers!

SureTriggers provides a number of Insightly CRM integrations to help you automate processes like:

• Whenever a new lead is generated through a web form on your website or another lead generation tool, you can add the lead’s information to Insightly as a new contact.
• when a new appointment is booked on your website, you can create a corresponding task in Insightly to follow up with the prospect.

These are just some random examples of automation. SureTriggers can do a lot more!
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