When this happens...
OmniconvertNew Interaction Lead
Then do this...
InsightlyCreate Contact

Keeping track of all your leads, contacts, prospects and clients over the years is tough. While some new contacts can't be automatically added to your Insightly CRM, because all you have is their business card, new leads captured with Omniconvert pop-ups can be easily added as new contacts with this integration. Results: time and energy saved, sales and customer satisfaction increased.

How this Omniconvert - Insightly integration works

  1. A new interaction lead is added to Omniconvert
  2. Zapier creates new contacts in Insightly

Apps involved

  • Omniconvert
  • Insightly

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Insightly + Omniconvert and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
Insightly
New Contact

A new contact was created in your Insightly account.

Insightly
Create Contact

Create a new contact in your Insightly account.

Insightly
New Task

A new task was created in your Insightly account.

Insightly
Create Task

Create a new task in your Insightly account.

Omniconvert
New Survey Lead

Triggers when you have generated a new lead.

Insightly
Create Note

Create a new note in your Insightly account.

Omniconvert
New Interaction Lead

Triggers when you have generated a new lead.

Insightly
Create Project

Creates a new project in your Insightly account.

Insightly
New Project

Triggers when a new project is created within your Insightly account.

Insightly
Create Opportunity

Create a new opportunity in your Insightly account.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,000+ others.

Become a Zapier Integration Partner

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.

Omniconvert is a conversion rate optimization platform. This app will enable the full power of Omniconvert on your store: A/B testing, user surveys, popup banners, advanced segmentation & more.