If you're already using Unbounce to build high conversion landing pages, amazing! If not, sign-up for a trial and experience first hand how Unbounce can help you generate more leads for your sales and marketing teams.
Sending your Unbounce leads directly to Insightly CRM can help you action leads faster, manage your pipeline, and close more sales. Configuring this native Unbounce integration is a super simple process we'll walk you through below.
What You'll Need
- An active Insightly CRM account
- Your Insightly API Key and Url
- Here's where to Find your Insightly API Key and URL
- An Unbounce account with an active subscription
- An Unbounce page you want to integrate with Insightly CRM
Estimated time to complete: 2-5 minutes
Setting up your Unbounce Integration
The set-up of this integration is largely managed within the Unbounce application. It relies on the Insightly API to create, or update Leads or Contacts in your Insightly CRM.
1. Log into the Unbounce landing page builder
2. In the Page Overview screen for the landing page you wish to integrate, navigate to the Integrations tab, and from the list of Native Integrations, click Insightly CRM:
3. Enter your Insightly API Key and URL
4. Wait for Unbounce to validate your authentication and permissions.
5. Specify how your Unbounce leads should be sent to your Insightly CRM
You can choose:
- Between having them created as Lead or Contact record types
- Whether you'd like each new Unbounce lead to be created as a new Insightly record, or in cases where an existing record with a matching email address exists, have that record updated.
Note: Availability of these options may be dependent on user permissions. If you don't have the necessary permissions, speak with your Insightly CRM administrator to have them adjusted.
6. Once the Integration is set up, you can adjust the field mapping settings, so your form fields in Unbounce will map to the designated fields in Insightly CRM.
If you are interested in capturing which Unbounce landing page your leads or contacts are coming from in your Insightly CRM you have a variety of options available. All Unbounce forms include some hidden fields by default, including Page ID, Page Variant and Page url. Additionally you have the flexibility to define additional hidden fields which you can specify default values of your choosing.
During field mapping these Unbounce fields can then be mapped to either standard Insightly object fields or you can choose to create custom fields to map these values to as desired.
With this level of customization you have a lot of flexibility in determining how you want to track the Unbounce page of origin for your Insightly CRM contacts or leads.
Note: First name is a required field for Contact records and Last name is a required field for Lead records. Email will also be a required field If you select 'Update the existing record' where a matching email already exists in the Insightly CRM. An error message will be shown if there are required fields that have not been mapped.
It's a good idea to ensure these fields which are mandatory for field mapping are also set as mandatory in your Unbounce form otherwise visitors to your Unbounce landing page may skip them them and these records will fail to populate in your CRM.
7. That's it! Any new leads to this page will now be created as the appropriate record type in your Insightly CRM account.