Importing/exporting leads one by one takes a lot of time and effort. Let Zapier handle that admin work for you! Once you enable this LeadExpress-Insightly integration, newly found leads in LeadExpress from that point forward are individually added as Insightly organizations, allowing you to be more productive.
Note: This Zapier integration doesn't send already discovered leads into Insightly —only new leads after you've set it up.
How this LeadExpress-Insightly integration works
- A new lead is discovered for your website by LeadExpress
- Zapier creates an Insightly organization for that lead
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A new contact was created in your Insightly account.
Create a new contact in your Insightly account.
A new task was created in your Insightly account.
Create a new task in your Insightly account.
Triggers when a new lead is added.
Create a new note in your Insightly account.
Triggers when a new project is created within your Insightly account.
Creates a new project in your Insightly account.
A new organization was created in your Insightly account.
Create a new opportunity in your Insightly account.