Contacts can sync over to Insightly when they're added to a sequence on Interseller.
To connect Interseller to Insightly, you can visit the integrations settings tab. You'll need to log into your Insightly account to get the API Key.
In your Insightly account, you can navigate to your user settings and find the API Key. Once you've copied the API Key over, your Interseller account will be connected to Insightly.
Adjust how Interseller syncs to Insightly
- Off - contacts won't be synced into Insightly
- Sync contacts when added to a sequence - contacts will sync over to Insightly
- Sync contacts only when they reply back - contacts will only sync over to Insightly when they reply
Enable/disable deduplication for Insightly
You can toggle on the deduplication setting for Insightly to be warned if a contact already exists in Insightly. This will mark the contact with the error "Exists in Integration" if we find that their email already exists in Insightly. If deduplication isn't turned on, then we won't check to see if they exist in Insightly. It's recommended to keep deduplication enabled to reduce having duplicate contacts within your integration.
Disable syncing sequences to Insightly
You can also disable syncing a sequence over to Insightly in the "Sync" tab within the sequence's settings. If you don't want contacts to sync over to Insightly, you'll want to make sure this is enabled first before adding contacts into the sequence.