Insightly + involve.me
Create notes in Insightly for new completed involve.me submissions
Effortlessly keep track of your involve.me submissions by creating notes in Insightly with this efficient workflow. When a new completed submission is received in involve.me, a note will be added to Insightly to help you stay organized and ensure all information is captured in one place. This seamless process will save you time and help you manage your leads more effectively.
Effortlessly keep track of your involve.me submissions by creating notes in Insightly with this efficient workflow. When a new completed submission is received in involve.me, a note will be added to Insightly to help you stay organized and ensure all information is captured in one place. This seamless process will save you time and help you manage your leads more effectively.
- When this happens...
- automatically do this!Create Record
Creates a Record
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