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Custom Buttons

Updated

Custom Buttons execute an action directly from a record, without navigating elsewhere.

ℹ️ Custom Buttons can be added to Page Layouts in CRM, Marketing, and Custom Apps. This feature is available to Professional and Enterprise customers, but the Lambda button is only available on Enterprise plans.

On this page:

The four button types

Type What it does
Hyperlink Opens an external hyperlink in a new browser window when clicked.
Webhook Endpoint Sends an HTTP Webhook Post payload to an endpoint URL when clicked. The Webhook will be disabled if there are 3 failed attempts within 7 days.
Lambda Function Executes a previously created Insightly Lambda Function when clicked.
AppConnect Recipe Executes a previously created AppConnect recipe when clicked. See the AppConnect section.
Hyperlink Button Action Type Configuration — This shows a form section where users can configure a button’s action type, with “Hyperlink” selected as the button type and an empty required field for entering the external hyperlink URL. This setting would matter to someone trying to add a clickable button that directs users to an external website.

1 Hyperlink Button Action Type Configuration

 Webhook Endpoint Button Action Configuration — This image shows the settings panel for configuring a button with a Webhook Endpoint action type in Insightly CRM, including fields for the webhook URL, an active checkbox, and the API version (v3.1). This would matter to readers who need to set up automated webhook integrations triggered by button clicks within their CRM workflows.

2 Webhook Endpoint Button Action Configuration
Lambda Function Button Action Configuration — This shows the Button Action Type settings in Insightly CRM, where a user has selected “Lambda Function” as the button type and must choose a specific Lambda Function from a dropdown. The API Version is set to v3.1, which is relevant for developers integrating custom functionality via AWS Lambda.

3 Lambda Function Button Action Configuration

 AppConnect Recipe Button Configuration Settings — This shows a button configuration panel where the Button Action Type is set to “AppConnect Recipe,” revealing a secondary section called “AppConnect Recipe Details” with a dropdown to select a specific recipe. This matters because it illustrates the required steps and fields a user must complete to link a button to an AppConnect automation workflow in Insightly CRM.

4 AppConnect Recipe Button Configuration Settings

Creating and adding to a layout

Creating a button and using it are two steps: a button does nothing until it’s added to a Page Layout.

Navigating to Custom Buttons in Object Management — The screenshot shows the Object Management menu within System Settings for the Contact object in Insightly CRM, with “Custom Buttons” highlighted by a red box. This helps users locate where to create or manage custom buttons for the Contact object.

Navigating to Custom Buttons in Object Management

Custom Buttons List in Contact Object Settings — The image shows the Custom Buttons management page for the Contact object in Insightly CRM, displaying existing buttons like “pricing1” and “average weather” with their names, descriptions, and types. A highlighted “New Button” option in the top right indicates how administrators can add additional custom buttons to the Contact object.

Custom Buttons List in Contact Object Settings

Creating a New Custom Button in Insightly — The screenshot shows a “New Button” configuration form where users can set a button’s display style, label, name, and link it to an external URL using the Hyperlink button type. Clicking “Create Custom Button” saves the new button, making this the final step in adding a custom navigation or action button to the CRM interface.

Creating a New Custom Button in Insightly

When creating a button, choose a Button Label (Insightly generates the internal Button Name from it), then a Button Display of either Text (a plain text word on the button) or Icon (an image of your choice). Choose the Button Type and enter its details, then click Create Custom Button.

A button does nothing until it’s added to a Page Layout. To add one: go to System Settings > Objects and Fields, select the object, go to Page Layouts and select a layout, then under Available Buttons click and drag your button to the Custom Buttons section of the layout and click Save Layout.

ℹ️ You can create as many buttons per object as you want, but only six can be placed on a single Page Layout, counting both standard and custom buttons.

Editing

Editing a button updates it on every layout it appears on. Go to System Settings > Objects and Fields, select the object, then Custom Buttons.

Editing a Custom Button in Insightly CRM — The image shows the “Edit Button” configuration panel where a custom button named “Renew” is set up as an icon button with a hyperlink action pointing to a support URL. The “Update Custom Button” option is highlighted, indicating the final step to save changes to the button’s settings.

Editing a Custom Button in Insightly CRM

Deleting

⚠️ Deleting a button removes it from every Page Layout and cannot be undone. Deleted buttons do not appear in the Recycling Bin.

Deleting a Custom Button in Insightly — The screenshot shows the Custom Buttons list for the Contact object, with a dropdown menu open revealing “Edit This Custom Button” and “Delete This Custom Button” options, the latter highlighted with a red box. This helps users understand how to access and use the delete option for an existing custom button.

Deleting a Custom Button in Insightly

To remove a button from just one layout while keeping it available elsewhere, go to System Settings > Objects and Fields, select the object, go to Page Layouts and select a layout, then click the Custom Button to remove it and click OK on the warning.

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