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    CONNECTIONS / Insightly / Insightly to Meta Conversion Leads

    From Insightly opportunities and pipeline stages to Meta Conversion Leads bidding.

    Connect Insightly and point Signals at your Insightly opportunities and pipeline stages; it reports lead-stage progress so Meta bids toward qualified pipeline as records change, hashed and consent-checked for Meta.

    Talk to our team Explore the setup

    insightly -> meta-capi-crm :: live

    1. ● insightly → meta.leads :: live
    2. > read lead_pipeline rows=20,920
    3. hash sha256(email,phone) consent=filtered
    4. route meta deliver
    5. ✓ delivered · 16,736 matched

    WHAT THIS ENABLES

    Insightly to Meta CAPI for CRM

    Meta CAPI for CRM for Insightly: Signals reports lead-stage progress so Meta bids toward qualified pipeline straight from your Insightly opportunities and pipeline stages, hashed and consent-screened as records change.

    • Qualified-lead and pipeline signals from your Insightly opportunities and pipeline stages activated for Meta, as Signals reports lead-stage progress so Meta bids toward qualified pipeline.
    • Meta bidding tuned to the lead stages that become revenue, drawn from your Insightly opportunities and pipeline stages by RevOps teams running Insightly.

    WHAT FLOWS WHERE

    Insightly to CAPI for CRM, mapped.

    Signals reads the qualified-lead and pipeline signals from your Insightly opportunities and pipeline stages as records change, hashes and screens each record, and posts the lead conversions to Meta's Conversion Leads API, keeping lead-stage selection in view.

    Signals reads the qualified-lead and pipeline signals from your Insightly opportunities and pipeline stages as records change, hashes and screens each record, and posts the lead conversions to Meta's Conversion Leads API, keeping lead-stage selection in view.

    WHO THIS IS FOR

    Built for the teams that own the number.

    Meta lead-gen advertisers whose lead quality swings more than volume, with the records already in Insightly opportunities, projects, and pipeline stages.

    RevOps teams running Insightly activating Meta Conversion Leads bidding straight from Insightly opportunities and pipeline stages.

    HOW DATAHASH SETS IT UP

    From kickoff to verified events.

    1. Connect

      Scoped OAuth access to Insightly, reading only your Insightly opportunities and pipeline stages to feed Meta's Conversion Leads API, sized for lead-stage selection.

    2. Map

      Signals reads your Insightly opportunities and pipeline stages, and its columns map to Meta's Conversion Leads API in the visual mapper, hashed and checked for lead-stage selection.

    3. Deliver

      On each run, Signals pulls your Insightly opportunities and pipeline stages, reports lead-stage progress so Meta bids toward qualified pipeline, and sends only the records that changed, with lead-stage selection in the debugger.

    WHAT YOU GET

    What ships with this use case.

    Meta bidding tuned to the lead stages that become revenue on every run, as Signals reads your Insightly opportunities and pipeline stages and sends only the records that changed.

    Bids weighted to revenue-grade lead stages from your Insightly opportunities and pipeline stages, with API call volume steady because Signals sends only the records that changed.

    A per-run match report from Meta's Conversion Leads API on lead-stage selection, straight out of your Insightly opportunities and pipeline stages.

    ON THE WIRE

    What CAPI for CRM actually receives.

    signals :: insightly.meta-capi-crm :: wire

    1. ● signals :: event payload
    2. > POST /conversion_leads source=insightly.lead_pipeline
    3. event_name "Purchase" · value 3617 SAR
    4. em sha256 "6f2a91…" · ph sha256 "d40c7e…"
    5. lead_id "lsh_73839" · action_source "system_generated"
    6. ✓ accepted pii=hashed-at-ingestion
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    FAQ

    Asked on almost every call.

    How often does the Insightly Meta Conversion Leads sync run?

    Delivery tracks Insightly, run by RevOps teams running Insightly: a near-real-time or scheduled sync of your Insightly opportunities and pipeline stages feeds Meta on that cadence. Each run sends only the records that changed, so bids weighted to revenue-grade lead stages holds up on lead-stage selection. The live debugger confirms every delivery inline.

    What match rate should a Insightly-sourced Meta Conversion Leads batch expect?

    Match rate follows identifier coverage in your Insightly opportunities and pipeline stages, which RevOps teams running Insightly control, not Insightly itself. A record with a current hashed email or phone matches for Meta; one missing both cannot. First-run feedback from Conversion Leads API pinpoints lead-stage selection, the number RevOps teams running Insightly tune against.

    NEXT STEP

    Insightly to Meta Conversion Leads, in production this week.

    Talk to our team All Insightly use cases