This integration selects Insightly CRM tasks and imports them to TMetric.
Note: It does not import pre-existing Insightly CRM tasks to TMetric tasks.
Note: For best results users and projects in Insightly CRM should be pre-synced with workspace members and projects in TMetric, respectively.
How to Set Up
- Select or create connections: Insightly CRM connection for Source and TMetric connection for Target.
- Specify the schedule on which the integration will run automatically.
- To create TMetric tasks from specific Insightly CRM tasks, configure filters in the task editor.
- If you don't want imported TMetric tasks to have a prefix 'Insightly CRM task' in the name, edit mapping for the Name field.