Create new Insightly CRM Task from TMetric Task

This integration selects new TMetric tasks and imports them to Insightly CRM.

Note: It does not import pre-existing TMetric tasks to Insightly CRM.

Note: For best results users and projects in both systems should be pre-synced.

How to Set Up

1. Select or create connections: TMetric connection for Source and Insightly CRM connection for Target.
2. Specify the schedule on which the integration will run automatically.

Tips

• To create Insightly CRM tasks from specific TMetric tasks, configure filters in the task editor.
• If you don't want imported Insightly CRM tasks to have a prefix 'TMetric task' in the title, edit mapping for the Title field.