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.

How this WooCommerce-Insightly Integration Demo works?

Step 1

Request A demo

In order to initiate the process, you need to first fill out the request form for a personal demonstration of the WooCommerce-Insightly Integration plugin.

Step 2

Link Demo Store with Insightly CRM

The very next step to that includes creating a connection within your Insightly CRM account and the demo website that you’ve obtained just.

In case you’re confused about the integration process, do refer to our Plugin Setup Guide available for the plugin.

Step 3

Setup Plugin & Sync Data

Begin preparing the feeds and mapping the WooCommerce fields to the pre-existing Insightly object fields once the synchronization process has been completed smoothly.

Step 4

Check Instant Sync

Start synchronizing orders data from your WooCommerce store to your Insightly CRM account once you’ve successfully performed mapping your feeds utilizing the instant and bulk sync feature of the plugin.

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

Request Personal Demo

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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