Insightly + Interact
Create new Insightly contacts from Interact leads for seamless lead management
Easily manage your incoming leads from Interact by automatically adding them as new contacts in Insightly with this seamless workflow. Whenever a new lead is generated in Interact, it instantly creates a contact in Insightly, ensuring your sales team can act promptly without manual data entry. Enhance the efficiency of your lead management process and never miss an opportunity to connect with potential customers.
Easily manage your incoming leads from Interact by automatically adding them as new contacts in Insightly with this seamless workflow. Whenever a new lead is generated in Interact, it instantly creates a contact in Insightly, ensuring your sales team can act promptly without manual data entry. Enhance the efficiency of your lead management process and never miss an opportunity to connect with potential customers.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Create Record
Creates a Record
- Free forever for core features
- 14 day trial for premium features & apps
