Create Insightly opportunities from new LocalReferrals referrals
When this happensStep 1: New Referral
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
- A referral is submitted in LocalReferrals
- Zapier creates a new opportunity in Insightly
- OneLocal LocalReferrals