Staying on top of new leads is just as important as your lead generation efforts. With this automation, you can connect Insightly and Databox so every time you receive a new lead in Insightly, that lead is added to Databox.
How it works
- You receive a new lead in Insightly
- Zapier detects the new lead and sends the value to Databox
What you need
- Insightly account
- Databox account
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A new contact was created in your Insightly account.
Increment a specified metric by 1 every time this action happens.
A new task was created in your Insightly account.
Push any custom data to Databox.
Triggers when a new project is created within 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 contact is updated.
Create a new note in your Insightly account.