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Demand IQ + Insightly

Manage new or updated Demand IQ leads by creating records in Insightly

Streamline your sales process with this efficient workflow. Whenever a new or updated lead is registered in the Demand IQ app, a corresponding record is created immediately in Insightly. This automation makes managing and updating your sales pipeline easier, saving you valuable time and minimizing the potential for errors or omissions.

Streamline your sales process with this efficient workflow. Whenever a new or updated lead is registered in the Demand IQ app, a corresponding record is created immediately in Insightly. This automation makes managing and updating your sales pipeline easier, saving you valuable time and minimizing the potential for errors or omissions.

  1. When this happens...
    Demand IQDemand IQ
    New or Updated Lead

    Triggers when a new lead is created, or an existing lead is updated.

    TriggerInstant
  2. automatically do this!
    InsightlyInsightly
    Create Record

    Creates a Record

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Demand IQ triggers, actions, and search

    New or Updated Lead

    Triggers when a new lead is created, or an existing lead is updated.

    Trigger
    Instant
    Try It
    • Insightly ObjectRequired

    Trigger
    Instant
    Try It
    • Insightly ObjectRequired

    Trigger
    Instant
    Try It
    • Insightly ObjectRequired

    Action
    Write
demand-iq logo
demand-iq logo

About Demand IQ

Stella by Demand IQ is a lead generation tool that helps solar companies convert clicks into sales opportunities.
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Related categories

  • CRM (Customer Relationship Management)

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insightly logo
insightly logo

About Insightly

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.

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