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    CONNECTIONS / Insightly / Insightly to Snap Custom Audience

    From Insightly opportunities and pipeline stages to Snapchat audience matching.

    Connect Insightly and point Signals at your Insightly opportunities and pipeline stages; it matches your segments into Snapchat for targeting and customer suppression as records change, hashed and consent-checked for Snapchat.

    insightly -> snap-custom-audience :: live

    1. ● insightly → snap.audience :: live
    2. > read segments rows=42,147
    3. hash sha256(email,phone) consent=filtered
    4. route snap deliver
    5. ✓ delivered · 35,825 matched

    WHAT THIS ENABLES

    Insightly to Snapchat Custom Audience

    Snapchat Custom Audience for Insightly: Signals matches your segments into Snapchat for targeting and customer suppression 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 Snapchat, as Signals matches your segments into Snapchat for targeting and customer suppression.
    • Snapchat audiences that stay in step as the segment rebuilds, 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 Snapchat's Custom Audiences API, keeping list sizing on Snapchat 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 Snapchat's Custom Audiences API, keeping list sizing on Snapchat in view.

    WHO THIS IS FOR

    Built for the teams that own the number.

    Snapchat advertisers building lookalikes and excluding current buyers, with the records already in Insightly opportunities, projects, and pipeline stages.

    RevOps teams running Insightly activating Snapchat audience matching 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 Snapchat's Custom Audiences API, sized for list sizing on Snapchat.

    2. Map

      Signals reads your Insightly opportunities and pipeline stages, and its columns map to Snapchat's Custom Audiences API in the visual mapper, hashed and checked for list sizing on Snapchat.

    3. Deliver

      On each run, Signals pulls your Insightly opportunities and pipeline stages, matches your segments into Snapchat for targeting and customer suppression, and sends only the records that changed, with list sizing on Snapchat in the debugger.

    WHAT YOU GET

    What ships with this use case.

    Snapchat audiences that stay in step as the segment rebuilds on every run, as Signals reads your Insightly opportunities and pipeline stages and sends only the records that changed.

    Audiences that rebuild as the segment does 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 Snapchat's Custom Audiences API on list sizing on Snapchat, straight out of your Insightly opportunities and pipeline stages.

    ON THE WIRE

    What Custom Audience actually receives.

    signals :: insightly.snap-custom-audience :: wire

    1. ● signals :: audience upload
    2. > POST /audience_match source=insightly.segments
    3. schema ["EMAIL_SHA256","PHONE_SHA256"]
    4. external_audience_id "aud_62924"
    5. id_list_size 42,147 · matched 35,825
    6. ✓ accepted match=85%
    FAQ

    Asked on almost every call.

    How often does the Insightly Snap 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 Snapchat on that cadence. Each run sends only the records that changed, so audiences that rebuild as the segment does holds up on list sizing on Snapchat. The live debugger confirms every delivery inline.

    What match rate should a Insightly-sourced Snap 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 Snapchat; one missing both cannot. First-run feedback from Custom Audiences API pinpoints list sizing on Snapchat, the number RevOps teams running Insightly tune against.

    NEXT STEP

    Insightly to Snap Custom Audience, in production this week.