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    CONNECTIONS / Insightly / Insightly to Snap Offline CAPI

    From Insightly opportunities and pipeline stages to Snapchat in-store conversions.

    Connect Insightly and point Signals at your Insightly opportunities and pipeline stages; it reports in-store purchases against the Snapchat campaigns that reached the buyer as records change, hashed and consent-checked for Snapchat.

    Talk to our team Explore the setup

    insightly -> snap-offline-capi :: live

    1. ● insightly → snap.capi :: live
    2. > read closed_deals rows=42,963
    3. hash sha256(email,phone) consent=filtered
    4. route snap deliver
    5. ✓ delivered · 37,378 matched

    WHAT THIS ENABLES

    Insightly to Snapchat Offline CAPI

    Snapchat Offline CAPI for Insightly: Signals reports in-store purchases against the Snapchat campaigns that reached the buyer straight from your Insightly opportunities and pipeline stages, hashed and consent-screened as records change.

    • Offline and in-store sales from your Insightly opportunities and pipeline stages activated for Snapchat, as Signals reports in-store purchases against the Snapchat campaigns that reached the buyer.
    • Physical-world sales counted inside Snapchat performance, drawn from your Insightly opportunities and pipeline stages by RevOps teams running Insightly.
    WHAT FLOWS WHERE

    The click, the conversion, and the credit.

    The conversion happens off Snap, away from any pixel. Here is how Insightly closes the loop.

    Snap credits the campaign that sourced the conversion conversion happens off-platform Ad click on Snap CRM record sync recorded in Insightly S Signals hash · dedupe Conversions API delivered · credited
    WHO THIS IS FOR

    Built for the teams that own the number.

    Retail and QSR advertisers whose Snapchat audience buys in person, with the records already in Insightly opportunities, projects, and pipeline stages.

    RevOps teams running Insightly activating Snapchat in-store conversions 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 Conversions API, sized for offline event timing.

    2. Map

      Signals reads your Insightly opportunities and pipeline stages, and its columns map to Snapchat's Conversions API in the visual mapper, hashed and checked for offline event timing.

    3. Deliver

      On each run, Signals pulls your Insightly opportunities and pipeline stages, reports in-store purchases against the Snapchat campaigns that reached the buyer, and sends only the records that changed, with offline event timing in the debugger.

    WHAT YOU GET

    What changes when the CSV goes away.

    Capability Manual CSV upload Datahash
    Reporting Offline sales sit in a separate export, reconciled by hand. Revenue counted in the same Offline CAPI reporting as web conversions.
    Deduplication A re-uploaded file risks counting the same conversion twice. Deduped delivery, so a resent record never counts as a second conversion.
    Match visibility Match quality is a guess until the numbers look off. Match rate reported per upload, tied to the source event set that produced it.
    Effort and latency An analyst exports and uploads on a manual cadence. Server-side and automatic the moment Insightly records the event.
    ON THE WIRE

    What Offline CAPI actually receives.

    signals :: insightly.snap-offline-capi :: wire

    1. ● signals :: event payload
    2. > POST /v2/conversion source=insightly.closed_deals
    3. event_type "PURCHASE" · event_conversion_type "OFFLINE"
    4. hashed_email "5d8b22…" · hashed_phone_number "a179fe…"
    5. timestamp 1784654857 · price 41057 · currency USD
    6. ✓ accepted · match=true
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    generic

    Snap Offline CAPI

    Deliver offline conversions to Snap on a schedule that fits your operations.

    Learn more
    FAQ

    Asked on almost every call.

    How often does the Insightly Snap Offline 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 in-person conversions Snapchat can bid on holds up on offline event timing. The live debugger confirms every delivery inline.

    What match rate should a Insightly-sourced Snap Offline 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 Conversions API pinpoints offline event timing, the number RevOps teams running Insightly tune against.

    NEXT STEP

    Insightly to Snap Offline CAPI, in production this week.

    Talk to our team All Insightly use cases