View new Insightly leads within Dasheroo
When this happensStep 1: New Lead
Then do thisStep 2: Send Data to 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