Insightly + Slack
Send Slack messages for new records in Insightly
Stay updated with your customer data in real time using this workflow. Whenever a new record is added in Insightly, a channel message will be sent in Slack. This seamless integration helps to ensure your team is immediately aware of new customer information, improving collaboration and response times.
Stay updated with your customer data in real time using this workflow. Whenever a new record is added in Insightly, a channel message will be sent in Slack. This seamless integration helps to ensure your team is immediately aware of new customer information, improving collaboration and response times.
- When this happens...New Record
Triggers when a new record is created.
- automatically do this!Send Channel Message
Triggers when a new message is posted to a specific #channel you choose.
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About Insightly
Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.
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About Slack
Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.
