CONNECTIONS / Insightly / Insightly to Meta Custom Audience
From Insightly opportunities and pipeline stages to Meta lookalike and suppression seeds.
Connect Insightly and point Signals at your Insightly opportunities and pipeline stages; it keeps Meta audiences synced as adds and removals so lists never drift as records change, hashed and consent-checked for Meta.
- ● insightly → meta.audience :: live
- > read segments rows=24,826
- hash sha256(email,phone) consent=filtered
- route meta deliver
- ✓ delivered · 18,371 matched
WHAT THIS ENABLES
Insightly to Meta Custom Audience
Meta Custom Audience for Insightly: Signals keeps Meta audiences synced as adds and removals so lists never drift straight from your Insightly opportunities and pipeline stages, hashed and consent-screened as records change.
- Customer segments from your Insightly opportunities and pipeline stages activated for Meta, as Signals keeps Meta audiences synced as adds and removals so lists never drift.
- Lookalike seeds and suppression lists that track your live customer base, drawn from your Insightly opportunities and pipeline stages by RevOps teams running Insightly.
WHAT FLOWS WHERE
Insightly to Custom Audience, mapped.
Signals reads the customer segments from your Insightly opportunities and pipeline stages as records change, hashes and screens each record, and posts the match-ready audiences to Meta's Custom Audiences API, keeping audience refresh cadence in view.
Signals reads the customer segments from your Insightly opportunities and pipeline stages as records change, hashes and screens each record, and posts the match-ready audiences to Meta's Custom Audiences API, keeping audience refresh cadence in view.
Built for the teams that own the number.
RevOps teams running Insightly activating Meta lookalike and suppression seeds straight from Insightly opportunities and pipeline stages.
From kickoff to verified events.
-
Connect
Scoped OAuth access to Insightly, reading only your Insightly opportunities and pipeline stages to feed Meta's Custom Audiences API, sized for audience refresh cadence.
-
Map
Signals reads your Insightly opportunities and pipeline stages, and its columns map to Meta's Custom Audiences API in the visual mapper, hashed and checked for audience refresh cadence.
-
Deliver
On each run, Signals pulls your Insightly opportunities and pipeline stages, keeps Meta audiences synced as adds and removals so lists never drift, and sends only the records that changed, with audience refresh cadence in the debugger.
What ships with this use case.
Lookalike seeds and suppression lists that track your live customer base on every run, as Signals reads your Insightly opportunities and pipeline stages and sends only the records that changed.
Always-current lookalike seeds and exclusions 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 Custom Audiences API on audience refresh cadence, straight out of your Insightly opportunities and pipeline stages.
What Custom Audience actually receives.
- ● signals :: audience upload
- > POST /customaudiences source=insightly.segments
- schema ["EMAIL_SHA256","PHONE_SHA256"]
- num_received 24,826 · num_invalid_entries -187
- audience_id "1651485" · session "upsert"
- ✓ accepted match=74%
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How often does the Insightly Meta Custom Audience 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 always-current lookalike seeds and exclusions holds up on audience refresh cadence. The live debugger confirms every delivery inline.
What match rate should a Insightly-sourced Meta Custom Audience 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 Custom Audiences API pinpoints audience refresh cadence, the number RevOps teams running Insightly tune against.
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