Create new TMetric Task from Insightly CRM Task

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

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

Tips

• 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.