Create Insightly records for new Keap contacts
Effortlessly keep your contacts organized with this Keap to Insightly automation. When a new contact is added in Keap, a record will be created in Insightly, ensuring your contact information is up-to-date across both platforms. Simplify your contact management and focus on building relationships instead of manual data entry.
Effortlessly keep your contacts organized with this Keap to Insightly automation. When a new contact is added in Keap, a record will be created in Insightly, ensuring your contact information is up-to-date across both platforms. Simplify your contact management and focus on building relationships instead of manual data entry.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Record
Creates a Record
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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.