HelloSells + Insightly
Create records in Insightly for new messages in HelloSells
Transform your workflow efficiency with this automation. When a new message appears in HelloSells, a record will instantly be created in Insightly. This saves time, eliminates the need for manual data entry, and ensures a seamless transition of information from your messages to your Insightly records.
Transform your workflow efficiency with this automation. When a new message appears in HelloSells, a record will instantly be created in Insightly. This saves time, eliminates the need for manual data entry, and ensures a seamless transition of information from your messages to your Insightly records.
- When this happens...New Message
Triggers when a new message is taken.
- automatically do this!Create Record
Creates a Record
- Free forever for core features
- 14 day trial for premium features & apps
About HelloSells
HelloSells is a lead response and qualification service. We respond to calls and chats to capture the qualifying information and pass it to our clients so that they can focus only on the right prospects.
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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.
