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.
- When this happens...New or Updated Lead
Triggers when a new lead is created, or an existing lead is updated.
- automatically do this!Create Record
Creates a Record
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