Sometimes driving your business forward requires multiple tools, but that often brings an unexpected management and configuration overhead. This Insightly Contactually integration will streamline the connection between Insightly and Contactually CRM by automatically adding new Insightly contacts to Contactually.
How It Works
- A new contact is added to Insightly
- Zapier automatically adds a contact to Contactually
What You Need
- Insightly account
- Contactually account
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Triggered when a contact is added to the specified bucket.
Add the contact to a bucket.
Triggers when a new Contact is created.
Create a new Task.
A new contact was created in your Insightly account.
Creates a new contact or updates an existing contact.
A new task was created in your Insightly account.
Create a new contact in your Insightly account.
A new organization was created in your Insightly account.
Create a new task in your Insightly account.