AnswerForce + Insightly
Create new Insightly records from new AnswerForce messages
Stay up-to-date and improve efficiency with this workflow between AnswerForce and Insightly. Upon receiving a new message in AnswerForce, this process instantly creates a corresponding record in Insightly. No manual entry required, offering you an efficient way to transform your incoming messages into actionable data within Insightly.
Stay up-to-date and improve efficiency with this workflow between AnswerForce and Insightly. Upon receiving a new message in AnswerForce, this process instantly creates a corresponding record in Insightly. No manual entry required, offering you an efficient way to transform your incoming messages into actionable data within Insightly.
- When this happens...New Message
Triggers when a new message is taken.
- automatically do this!Create Record
Creates a Record
- Free forever for core features
- 14 day trial for premium features & apps
About AnswerForce
AnswerForce is a live answering service that helps small businesses stay connected with customers during business and off-hours with solutions like customer support, lead capture, appointment setting and more. The AnswerForce app lets you view the transcript of your customer calls, organize internal messages and supports a wide range of integrations with various other business tools.
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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.
