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Create Insightly opportunities from new LocalReferrals referrals

  1. When this happensStep 1: New Referral

  2. Then do thisStep 2: Create Opportunity

Managing your referrals on an ongoing basis can be a challenge. This Zapier integration helps simplify the process by creating an Insightly opportunity when a referral is submitted in LocalReferrals. Automate your referral program so you can focus on your most important work.

How this LocalReferrals-Insightly integration works

  1. A referral is submitted in LocalReferrals
  2. Zapier creates a new opportunity in Insightly

Apps involved

  • OneLocal LocalReferrals
  • Insightly
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Connect Insightly + OneLocal LocalReferrals in Minutes

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

All Triggers & Actions

New Contact

A new contact was created in your Insightly account.

New Opportunity

Triggers when a new opportunity is created.

New Project

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

Updated Contact

Triggers when a contact is updated.

New Lead

Triggers when a new lead is created in your Insightly account.

New Organization

A new organization was created in your Insightly account.

New Task

A new task was created in your Insightly account.

New Referral

Triggers when a new referral is created.