If you are using both Insightly CRM and Insightly Marketing, some of the records in each application may share important information. Use the CRM Connector to setup Prospect Field Mapping, which will allow Insightly to automatically update a field in CRM or Marketing when the mapped field is updated.
- How Prospect Field Mapping works
- How to map Insightly Marketing fields to InsightlyCRM fields
- How to add a new custom field
- Learn more
How Prospect Field Mapping works
The CRM Connector allows you to define which CRM fields will be mapped to Insightly Marketing fields, then update that field data in sync with each other.
Prospect Field Mapping is the part of the CRM Connector that allows users to map Contact, Organization, or Lead fields to Prospect fields, synchronize those fields, and decide the update behavior.
If you have Prospects who’s data affects Contact, Organization, or Lead records, using this feature will automatically update your records with the relevant information instead of manually locating and updating the record yourself. Additionally, users will no longer need to sync data between different tools.
There are three columns for Prospect Field Mapping:
Prospect Field - The field in your Prospect records that will be affected
CRM Field - The CRM field that is paired to the adjacent Prospect field. Some can be changed, but not all.
Update Behavior - Choose how synced fields change when one is updated. Map your CRM or Prospect fields to the fields you want them to synchronize with.
Available update behaviors:CRM Value - If the CRM field is updated, the Prospect field will be automatically updated.
Marketing Value - If the Prospect filed is updated, the CRM field will be automatically updated.
Most Recently Updated Value - If either the Prospect field or the CRM field is updated, automatically update the other.
How to map Insightly Marketing fields to Insightly CRM fields
Go to System Setting > CRM Connector.
Click Prospect Field Mapping.
Click the three dot menu across from a field and select Edit Field Settings.
Use the Update Behavior dropdown to select a behavior.
Click Save Settings.
If you plan to create a custom field and then connect it to a CRM or Marketing field, you can use the Add New Field feature to do both at once.
How to add a new custom field:
Go to System Settings > CRM Connector.
Click Prospect Field Mapping.
Click Add New Field.
Select Add New Prospect Field From CRM or Add New CRM Field From Prospect.
Select the object that the field will be mapped to.
Select the field to copy and sync with.
Use the Update Behavior dropdown to select a behavior.
Enter a label for the new field. The field name will auto-populate.
Click Add Field.
Learn more
Read the following articles to learn more: