Loading

Insightly + OptinMonster

Create Insightly tasks from new OptinMonster leads for efficient task management

Effortlessly manage new leads from OptinMonster by creating tasks in Insightly within one single workflow. As soon as a new lead is captured in OptinMonster, this automation will ensure a corresponding task is created in Insightly, saving you time and allowing you to focus on nurturing those leads more effectively. Make your lead management process seamless and efficient with this powerful integration.

Effortlessly manage new leads from OptinMonster by creating tasks in Insightly within one single workflow. As soon as a new lead is captured in OptinMonster, this automation will ensure a corresponding task is created in Insightly, saving you time and allowing you to focus on nurturing those leads more effectively. Make your lead management process seamless and efficient with this powerful integration.

  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
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zoho CRM integrationsZoho CRM integrations

Zoho CRM

CRM (Customer Relationship Management), Zoho
Pipedrive integrationsPipedrive integrations

Pipedrive

CRM (Customer Relationship Management)
Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
optinmonster logo
optinmonster logo

About OptinMonster

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

Related categories

Similar apps

Sumo integrationsSumo integrations

Sumo

Ads & Conversion
Hello Bar integrationsHello Bar integrations

Hello Bar

Marketing Automation
Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier