Connecting Quote Roller to Insightly

Quote Roller is a paid application that helps you design, send, and manage business proposals for your clients. The busy people at Quote Roller have set up an integration with a one-way sync that creates and updates contacts and organizations in Quote Roller based on your Insightly data. (Proposal information and changes in Quote Roller are not synced to Insightly.)

Before logging into your Quote Roller account to set up the connection, you'll need to retrieve your Insightly API key. Once you have your API key, follow the steps in Quote Roller's helpful FAQ to get set up!

Have more questions? Submit a request
Top