My insightly integration is not giving access to Lead

  • Profile Image
    streamlineintl
    Asked on January 14, 2017 at 11:12 AM

    I've done the above but when I tried testing the form on my facebook page this is the error I received:

    Oops!

    Insightly Integration Error!

    API User does not have access to Lead.



    This is a re-post of a comment on How to Integrate your form with Insightly CRM

  • Profile Image
    liyam
    Answered on January 15, 2017 at 12:23 AM

    Hello,

    I see your integration is set to Lead. If you're getting an integration error, it's most likely that you have not enabled Lead Management on your Insightly account.

    To do this, log in to your Insightly account and go to System Settings > Lead Management

    On the next page, just mark the checkbox and click the Save Settings button

    Once done, this should allow your integration to accept leads.

    if you have questions, please let us know.