Dasheroo + Insightly Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect Dasheroo and Insightly, with as many as 7 possible integrations. Are you ready to find your productivity superpowers?
View new Insightly leads within Dasheroo
Lead acquisition is an important part of the sales process and Insightly can be very helpful to streamline your lead management process. With this Zapier integration, every time a new lead is created in Insightly, Zapier sends this data to Dasheroo. You can now track how the number of new leads from Insightly are trending within a given time period, alongside your other KPIs from email marketing, social media marketing, web analytics and more.
Note: This Zapier integration doesn't import already existing leads from your Insightly CRM, only new leads after you've set it up.
How It Works
- You add a new lead on Insightly
- Zapier automatically pushes this data to your Dasheroo insight
What You Need
- Insightly account
- Dasheroo account with a Zapier insight set up on your dashboard
It's easy to connect Dasheroo + Insightly and requires absolutely zero coding experience—the only limit is your own imagination.
A new contact was created in your Insightly account.
Creates a line or area chart from the data sent to Dasheroo.
A new task was created in your Insightly account.
Create a new contact in your Insightly account.
Triggers when a new project is created within your Insightly account.
Create a new task in your Insightly account.
A new organization was created in your Insightly account.
Create a new note in your Insightly account.
Triggers when a contact is updated.
Creates a new project in your Insightly account.
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