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AnswerConnect + Insightly

Create Insightly records from new AnswerConnect messages

Boost your business productivity with this efficient workflow. When a new message is received in your AnswerConnect app, it instantly sparks a process to create a new record in Insightly. This streamlined system not only organizes your communications but also keeps your Insightly account updated in real-time. Enhance your multitasking capabilities and stay on top of all customer interactions with this robust automation.

Boost your business productivity with this efficient workflow. When a new message is received in your AnswerConnect app, it instantly sparks a process to create a new record in Insightly. This streamlined system not only organizes your communications but also keeps your Insightly account updated in real-time. Enhance your multitasking capabilities and stay on top of all customer interactions with this robust automation.

  1. When this happens...
    AnswerConnectAnswerConnect
    New Message

    Triggers when a new message is taken.

    TriggerInstant
  2. automatically do this!
    InsightlyInsightly
    Create Record

    Creates a Record

    ActionWrite
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Supported triggers and actions

What does this mean?
  • AnswerConnect triggers, actions, and search

    New Message

    Triggers when a new message is taken.

    Trigger
    Instant
    Try It
    • Insightly ObjectRequired

    Trigger
    Instant
    Try It
    • Insightly ObjectRequired

    Trigger
    Instant
    Try It
    • Insightly ObjectRequired

    Action
    Write
answerconnect logo
answerconnect logo

About AnswerConnect

AnswerConnect is a 24*7 live answering service that accepts inbound customer calls your business receives, assists your customers and helps them schedule appointments with your business.
Learn more

Related categories

  • Customer Support
insightly logo
insightly logo

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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