Create and send emails for new Insightly records with Gmail
Stay on top of your new Insightly records with this seamless workflow. Whenever a new record is added in Insightly, an email will be instantly sent through Gmail to keep you informed about the latest updates. Save time and ensure efficient communication by automating this process.
Stay on top of your new Insightly records with this seamless workflow. Whenever a new record is added in Insightly, an email will be instantly sent through Gmail to keep you informed about the latest updates. Save time and ensure efficient communication by automating this process.
- When this happens...New Record
Triggers when a new record is created.
- automatically do this!Send Email
Triggers when a new e-mail appears in the specified mailbox.
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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.