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    CONNECTIONS / Insightly / Insightly to Snap Leads CAPI

    From Insightly opportunities and pipeline stages to Snapchat qualified-lead reporting.

    Connect Insightly and point Signals at your Insightly opportunities and pipeline stages; it sends qualified-lead events so Snapchat bids toward leads that convert offline as records change, hashed and consent-checked for Snapchat.

    Talk to our team Explore the setup

    insightly -> snap-lead-gen-capi :: live

    1. ● insightly → snap.capi :: live
    2. > read lead_pipeline rows=50,909
    3. hash sha256(email,phone) consent=filtered
    4. route snap deliver
    5. ✓ delivered · 45,818 matched

    WHAT THIS ENABLES

    Insightly to Snapchat Leads CAPI

    Snapchat Leads CAPI for Insightly: Signals sends qualified-lead events so Snapchat bids toward leads that convert offline 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 Snapchat, as Signals sends qualified-lead events so Snapchat bids toward leads that convert offline.
    • Snapchat optimizing on qualified leads instead of raw submissions, drawn from your Insightly opportunities and pipeline stages by RevOps teams running Insightly.

    WHAT FLOWS WHERE

    Insightly to Lead Gen CAPI, 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 Snapchat's Leads Conversions API, keeping qualified-lead signals 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 Snapchat's Leads Conversions API, keeping qualified-lead signals in view.

    WHO THIS IS FOR

    Built for the teams that own the number.

    Snapchat lead-gen advertisers qualifying leads after the form, with the records already in Insightly opportunities, projects, and pipeline stages.

    RevOps teams running Insightly activating Snapchat qualified-lead reporting 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 Leads Conversions API, sized for qualified-lead signals.

    2. Map

      Signals reads your Insightly opportunities and pipeline stages, and its columns map to Snapchat's Leads Conversions API in the visual mapper, hashed and checked for qualified-lead signals.

    3. Deliver

      On each run, Signals pulls your Insightly opportunities and pipeline stages, sends qualified-lead events so Snapchat bids toward leads that convert offline, and sends only the records that changed, with qualified-lead signals in the debugger.

    WHAT YOU GET

    What ships with this use case.

    Snapchat optimizing on qualified leads instead of raw submissions on every run, as Signals reads your Insightly opportunities and pipeline stages and sends only the records that changed.

    Spend steered toward leads that qualify 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 Leads Conversions API on qualified-lead signals, straight out of your Insightly opportunities and pipeline stages.

    ON THE WIRE

    What Lead Gen CAPI actually receives.

    signals :: insightly.snap-lead-gen-capi :: wire

    1. ● signals :: event payload
    2. > POST /v2/conversion source=insightly.lead_pipeline
    3. event_type "QUALIFIED_LEAD" · event_conversion_type "OFFLINE"
    4. hashed_email "4ac910…" · hashed_phone_number "7e30bc…"
    5. timestamp 1784554515
    6. ✓ accepted · match=true
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    FAQ

    Asked on almost every call.

    How often does the Insightly Snap Leads CAPI 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 spend steered toward leads that qualify holds up on qualified-lead signals. The live debugger confirms every delivery inline.

    What match rate should a Insightly-sourced Snap Leads CAPI 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 Leads Conversions API pinpoints qualified-lead signals, the number RevOps teams running Insightly tune against.

    NEXT STEP

    Insightly to Snap Leads CAPI, in production this week.

    Talk to our team All Insightly use cases