The Insightly + PassKit integration allows you to issue digital passes such as membership cards, loyalty rewards, or event tickets based on CRM activity. Using automations or API-based workflows, you can connect contact data, opportunity stages, or custom fields in Insightly to trigger pass issuance, updates, or cancellations in PassKit.

Setting Up The Integration

To connect Insightly to PassKit:

  1. Create and publish your pass project in PassKit (e.g. loyalty, membership, event).
  2. In PassKit, go to Settings > Developer Tools to access your API region, SDK host, and REST API prefix.
  3. Generate your API credentials to securely authenticate pass-related actions.
  4. In Insightly, identify your trigger such as a new contact, a lead converted, or a pipeline stage reached.
  5. Use Zapier, Make, or a backend script to detect this event and send the relevant data to PassKit via API.
  6. Map Insightly fields (e.g., name, email, custom tags) to your PassKit pass template.
  7. Optionally, configure PassKit webhooks to update Insightly with pass activity such as when a pass is installed or revoked.

This setup keeps your CRM and mobile engagement in sync, helping you deliver personalized wallet passes tied to real-time contact activity.

Common Use Cases

The Insightly + PassKit integration is ideal for organizations that want to connect customer engagement and loyalty programs to their CRM.

  • Issue a loyalty pass when a contact reaches a specific pipeline stage or tag
  • Send a membership card to new customers after onboarding
  • Trigger a coupon after a follow-up meeting or event registration
  • Track pass installs to segment high-engagement contacts
  • Deactivate a pass when a deal is lost or a contact unsubscribes

This streamlines operations by linking real-time CRM actions to mobile-first marketing and loyalty efforts.

Requirements

To set this up, you’ll need:

  • A PassKit account with an active, published pass
  • An Insightly account with access to workflows or custom fields
  • API credentials from PassKit Developer Tools
  • An integration platform such as Zapier, Make, or a custom connector
  • Defined field mapping between Insightly contact/opportunity data and your PassKit pass fields

You don’t need to write code unless you’re building advanced automations.

Support And Documentation

Helpful setup resources:

SDK and API Configuration Settings

Subscribe to PassKit Webhooks

Using Long-Lived API Tokens

These guides will help you connect CRM fields to pass logic with ease.

Frequently Asked Questions

Can I Issue A Pass When A Lead Converts In Insightly?

Yes. You can trigger pass creation when a lead becomes a contact or when an opportunity hits a specific pipeline stage.

Can I Sync Pass Data Back Into Insightly?

Yes. Use PassKit webhooks to update Insightly fields with status updates, install dates, or activity logs.

Can I Customize The Pass Based On CRM Data?

Absolutely. You can pass in contact-specific values like name, tier level, or account type to personalize the pass.

Can I Use This For Multiple Pass Types?

Yes. You can create different automations per Insightly tag, deal stage, or contact type to issue different passes.

What Happens If A Contact Is Removed Or A Deal Is Lost?

You can configure your automation to revoke or deactivate the associated pass in PassKit.