What does the integration do?

The integration creates a new Lead in Lexicata when your virtual receptionist takes a message for your business.

Activating the Integration

From your AnswerConnect app:

  1. Click Settings
  2. Select Advanced Settings
  3. Select Integrations.
  4. Choose the Lexicata integration card.
  5. Click Integrate

Enter your Insightly username and password.

Connecting Your Accounts

Enter your Lexicata API token to connect your account with AnswerConnect.

Click the edit icon next to the account to name your account.

Then, click Continue.

Select the target Lexicata list where you want Leads exported and click Continue.

Map the message fields to their corresponding Lexicata attributes and click Continue.

 Mandatory fields are marked with a red asterisk.

Next, click the Test button to verify the attributes are mapped correctly. Successful mapping will activate the integration.

Deactivating the Integration

To deactivate the integration:

  1. Go to Settings
  2. Select Advanced Settings
  3. Click Integrations
  4. Choose the Lexicata integration card
  5. Click Deactivate