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Insightly + OptinMonster

Create contacts in Insightly for new OptinMonster leads

Effortlessly manage your new leads from OptinMonster by seamlessly adding them as contacts in Insightly. With this workflow, whenever a new lead is captured in OptinMonster, a contact will be created in Insightly, ensuring your team can quickly follow up and convert more prospects. Save time and improve lead management by automating this process.

Effortlessly manage your new leads from OptinMonster by seamlessly adding them as contacts in Insightly. With this workflow, whenever a new lead is captured in OptinMonster, a contact will be created in Insightly, ensuring your team can quickly follow up and convert more prospects. Save time and improve lead management by automating this process.

  1. When this happens...
    OptinMonsterOptinMonster
    New Lead

    Triggers when a new lead is added to a campaign.

    TriggerInstant
  2. automatically do this!
    InsightlyInsightly
    Create Record

    Creates 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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