Live Demo: Insightly Integration for WooCommerce

Utilizing the plugin i.e. Insightly Integration for WooCommerce you can conveniently automate your entire order processing by synchronizing your WooCommerce customer data over Insightly CRM.

Are You Still Confused About How Our Insightly Integration for WooCommerce Works?

Frequently Asked Questions

Insightly Integration for WooCommerce plugin is an integration of Woocommerce with Insightly CRM. It sends all the WooCommerce Store data ( Orders/Customers/Products ) over Insightly CRM as per the modules available in Insightly, and to manage the data with ease.

To set up the connection, you’ll need to login into your Insightly account and go to the Insightly Profile > User Settings. You will get an API Key and URL to set up the connection. You can follow the app setup guide to check the complete process.

Yes, You can set the duration you want to store the logs for in the “Settings” tab. The logs will automatically be deleted after the set duration.

The plugin comes with the following Six default feeds which sync the respective data over Insightly CRM:

  • Contact Feed
  • Organisations Feed
  • Opportunities Feed
  • Leads Feed
  • Task Feeds
  • Projects Feed

Yes, you can sync data manually. There are 2 options available to sync data manually:

  • Bulk Data Sync – Sync all the WooCommerce Objects of your site to the Insightly CRM in One Click.
  • One-Click Sync – Sync all the New/Failed WooCommerce Objects of your site to the Insightly CRM in One Click.

The instant sync feature, if enabled, synchronizes your WooCommerce data to Insightly instantly according to the event selected in your respective feed.

You can generate a ticket to explain and submit your query. Our customer support work 24*7 for help.

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