Insightly + Lead Forensics
Create records in Insightly for every new trigger visit in Lead Forensics
Speed up your record creation process in Insightly with this efficient workflow. Whenever there's a new visit recorded in Lead Forensics, this automation will immediately create a record in Insightly. This not only streamlines your tasks but also keeps your customer threads up-to-date in no time. Save effort and time by letting this process run smoothly in the background.
Speed up your record creation process in Insightly with this efficient workflow. Whenever there's a new visit recorded in Lead Forensics, this automation will immediately create a record in Insightly. This not only streamlines your tasks but also keeps your customer threads up-to-date in no time. Save effort and time by letting this process run smoothly in the background.
- When this happens...New Trigger Visit
Triggers when a new visit that meets a trigger report is completed.
- automatically do this!Create Record
Creates a Record
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