Available to Mighty and above pricing plans 

How to Integrate Insightly with HappyFox:

• Log in to HappyFox.
• Go to Apps >> CRM >> Insightly.
• Click Install. In the subsequent screen, you will be asked to provide  "Authentication token". 
• Get Authentication token from Insightly:

  • Log in to your Insightly account.

  •  Go to Profile >> User Settings and find "API key". The API key is your authentication token.

• Click "Save" to enable the integration.

Insightly information Displayed for the corresponding contact during ticket creation:

Insightly information Displayed for the corresponding contact at ticket details page:

Pushing HappyFox information into Insightly:

To push HappyFox ticket information into Insightly as either "Contact Notes" or "Organisational Notes", you would need to enable this feature:

• Go to Apps >> CRM >> Insightly.
• Click Manage, then Enable "Push Ticket Information to CRM".
• You can choose between "Organizational Notes" and "Contact notes", for the corresponding information to be stored as, inside Insightly.
• Click Save.

Note: If the Manage Apps page had the value ‘Contact Notes’ during a ticket creation and the drop-down value is changed to ‘Organizational Notes’ after the HF ticket creation - the comments for existing will be added to the Contact only. And, the tickets created after the change of drop-down value will adhere to the changed setting in the Manage Apps page.

Once it is enabled, you would find the ticket information inside the corresponding contacts/ organization page's notes section inside Insightly:

Disable Insightly App from HappyFox:

Only One CRM app can be active in your HappyFox account. If you would like to try out other CRM apps, you have to disable Insightly app first.

Steps:

• Go to Apps >> CRM >> Insightly.
• Click "Manage".
• To temporarily disable the app, click "disable the app" link inside "Status" 

To know how Insightly Integration works with HappyFox Classic, please refer to the document attached.