The newly introduced Insightly Integration offers a seamless way to utilize your contacts and leads to enhance Social Proof through Nudgify. With this integration, you can effortlessly synchronize your Insightly CRM data with Nudgify, thereby transforming contacts and leads into engaging social proof notifications on your website.
This integration empowers you to showcase real-time contact sign ups as nudges on your website, and also continously showcasing new additions from Insightly. By integrating Insightly with Nudgify, you strengthen credibility and foster trust with your visitors.
With this simplified Insightly Integration, your marketing efforts can now be better refined. In essence, this would help you boost conversions, and enhance the experiences of your website visitors. Hence, Nudgify and Insightly make a perfect match to equip you to get the necessary result for your online platforms.
How to Connect Nudgify with Insightly
To connect Nudgify with Insightly, follow these steps:
- Use the Insightly Integration to connect new users in your leads and display recent sign-up notifications.
- Copy Your Webhook URL: Access the integration page in your Nudgify account to find the Insightly integration and click “Connect” to obtain your Nudgify Webhook URL.
- On your Insightly account, go to Automations under settings, to create a new workflow process.
- Input the details of your workflow process and save. Also add criterias to ensure the first name, last name, and email data isn’t empty.
- Lastly, add the nudgify webhook under actions by pasting the webhook URL you have copied from Nudgify, ensuring that new contacts or leads data is automatically sent to your Nudgify account.
- Once connected, you can set up social proof notifications in Nudgify to display recent sign-ups from your Insightly CRM contacts.
Create Real-Time Social Proof Notifications
Once Nudgify and Insightly are connected, you can create social proof notifications to showcase recent activities. To create a social proof notification in Nudgify:
- Log in to your Nudgify account and navigate to the Streams.
- Click on “Create Nudge” and select a “Sign-up” Nudge.
- In the notification settings, select the “Insightly” data source
- Set the display rules, such as timing, frequency, and duration of the notification.
- Save and publsh your social proof notification.
Customize Design and Placement
Tailor the design and placement of Nudgify’s social proof notifications to align with your website’s branding and aesthetics. Customize colors, fonts, and animations to create a visually appealing experience. Experiment with different placements to maximize visibility and ensure the notifications capture visitors’ attention effectively.
Here is a quick glimpse into the design and placement settings that can make your notifications truly shine. Be sure to check out the official Nudgify documentation on nudge settings:
- Decide where your Nudges should appear. Most websites use Nudges in the bottom-right corner
- The highlight color applies to your hyperlinks the icons
- Adjust how long Nudges show, how quickly they appear after one another and add an initial delay to your Nudges
- Select a language for your notifications: Nudgify displays notifications in 32 languages.