Insightly integration

Every lead from your ads arrives in Insightly with a lead source, a status and its answers in custom fields, so your team qualifies it as it lands instead of after an import.

  • Webhook
  • Landing pages, Quiz funnels, Workflows (beta, by HTTP Request)

Why connect it

Why Insightly and LanderLab

  • Source and status set on arrival

    Every page lead lands with the lead source you use for paid traffic and the status new leads start in, so it shows up in the right views untouched.

  • Answers your team can sort by

    Budget, timeline and project type fill Insightly custom fields, so the estimator calls the jobs worth quoting first.

  • From ad to project on one record

    The campaign travels with the lead into the opportunity and the project, so won work traces back to the ad that found it.

  • In Insightly while the lead is warm

    No import and no copy-paste from an email. The lead exists seconds after the submit.

  • No middleware fees

    The page calls Insightly's API itself. No Zapier plan to keep paying for.

Insightly on your landing pages

Small teams that sell and deliver from one system want to know one thing about their ads: which ones turned into paid work. That's only answerable if the lead arrives with its source and campaign and keeps them all the way to the project. Sending your LanderLab leads to Insightly creates each lead as it's submitted, with its source, status and answers set from the start.

It suits remodelers and contractors quoting from Google Ads, consultancies and IT providers running B2B pages, and agencies whose won deals become Insightly projects. LanderLab's webhook calls Insightly's API directly, so there's no connector to pay for, and the lead starts in the same system the job will run in.

Insightly leads with source and status set

Insightly expects a last name, a lead source and a lead status on every new lead. Page leads come with all three: the name from the form, and the source and status you fix for paid traffic. Every page lead lands where your team looks for new leads, already labeled as coming from your ads.

Answers in Insightly custom fields

Create a custom field on Leads for each answer that matters (budget, timeline, project type) and for the campaign and the page variant. Each submit fills them, and your team can sort the lead list by budget and call the projects worth quoting first.

A short quiz that asks those three questions costs you little on conversion rate and saves your estimator from driving to jobs that were never going to fit.

From paid lead to opportunity and project

When a lead qualifies, your team converts it to a contact, organization and opportunity the usual way. With the campaign in a custom field from the start, you can trace the projects you won back to the ads that found them, and stop funding the ones that only fill the inbox.

Screen jobs before they reach Insightly

Remodelers and contractors don't want leads outside their service area or under their minimum budget. In LanderLab Workflows (beta), a Filter on ZIP or an If node on budget sends only the jobs you'd quote to Insightly, through an HTTP Request node. The rest stay in LanderLab's Leads tab, ready to pass to a partner (CSV export is on Grow and up).

Use cases

Ways to use Insightly on paid traffic

  • 01

    Remodeling and contractor estimates

    A kitchen or bath remodel page on Google Ads asks for budget, timeline and ZIP. Leads land with those in custom fields, and the estimator books visits for the budgets that fit.

  • 02

    B2B services from LinkedIn

    An IT or consulting page sends company, headcount and the problem to solve. The lead reaches Insightly with its source set to paid social, and the won deals turn into projects in the same CRM.

  • 03

    Agency client intake

    Your agency's own offer page sends each inquiry to Insightly, where the opportunity, and later the project, keep the campaign that brought the client in.

FAQ

Insightly integration FAQ

Anything not here, ask us.

Insightly and LanderLab

Is Insightly worth connecting to my landing pages?

If you sell and deliver from Insightly, yes. Leads arrive with source, status, answers and campaign, so you can trace won projects back to the ads.

Does LanderLab integrate with Insightly?

Yes, through the page's Webhook integration: on every submit it calls Insightly's API and creates a lead with your custom fields.

Do I need Zapier to connect Insightly?

No. The page calls Insightly's API itself, with the source and status set in the same request.

Can I send quiz answers and UTMs to Insightly?

Yes. Each goes into its own Insightly custom field on the lead.

Will a repeat submit update the existing lead?

No. Insightly has no update-or-create for leads, so each submit makes a new lead.

Can I see which A/B variant a lead came from?

Yes. LanderLab sends the variant the visitor saw with every lead, and it can fill an Insightly custom field.

Other integrations

Plug in the rest of your stack.

Connect Insightly and launch your next page.

Build the page, switch Insightly on and send your ads to it. Free to start, no card.

From one prompt to qualified leads

Watch one prompt become a live solar quote funnel, every lead routed to your buyer, and the leaks flagged before they eat your budget.

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