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Insightly + OptinMonster

Update Insightly leads when new OptinMonster leads are created

Instantly keep your lead information up to date with this OptinMonster to Insightly workflow. Whenever you capture a new lead in OptinMonster, this automation will update the lead details in your Insightly account, ensuring your CRM stays current and your sales team has the latest information for effective follow-ups. Stay organized and focused on nurturing your leads with this seamless integration.

Instantly keep your lead information up to date with this OptinMonster to Insightly workflow. Whenever you capture a new lead in OptinMonster, this automation will update the lead details in your Insightly account, ensuring your CRM stays current and your sales team has the latest information for effective follow-ups. Stay organized and focused on nurturing your leads with this seamless integration.

  1. When this happens...
    OptinMonsterOptinMonster
    New Lead

    Triggers when a new lead is added to a campaign.

    TriggerInstant
  2. automatically do this!
    InsightlyInsightly
    Update Record

    Updates a Record

    ActionWrite
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Supported triggers and actions

What does this mean?
insightly logo
insightly logo

About Insightly

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.
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Related categories

  • CRM (Customer Relationship Management)

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optinmonster logo
optinmonster logo

About OptinMonster

Powerful lead generation software that converts abandoning visitors into subscribers with dynamic marketing tools and Exit Intent® technology.

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