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
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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.
A new organization was created in your Insightly account.
Create a new task in your Insightly account.
Triggers when a new opportunity is created.
Create a new note in your Insightly account.
Triggers when a new project is created within your Insightly account.
Create a new organization in your Insightly account.