What are Custom Buttons?

Custom Buttons are used to quickly execute actions directly from a record. There are 3 different types of buttons: Hyperlink, Webhook, and Lambda.

Custom Buttons can be added to page layouts in CRM, Marketing, and Custom Apps.

Admins can add up to six buttons to a page layout but can create as many as they want per object.

Button Appearance

There are two Button display options. They can be either text, which displays a plain text word within the button, or an icon that displays an image chosen by the user.

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Button Types

This feature is available to Professional and Enterprise customers, but the Lambda button is only available on Enterprise plans.

Hyperlink - Opens an external hyperlink in a new browser window when clicked.

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Webhook Endpoint - Sends an HTTP Webhook Post payload to an endpoint URL when clicked. 

The Webhook will be disabled if there are 3 failed attempts within 7 days.

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Lambda Function - Executes a previously created Insightly Lambda Function when clicked. 

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