Insightly + PersistIQ Integrations
How to connect Insightly + PersistIQ
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Deleted RecordTriggers when a record is deleted.Trigger- New RecordTriggers when a new record is created.Trigger
- Updated Field on RecordTriggers when a field of your choosing (i.e. email address, status) is updated on any record of a specified Insightly object (ie. Contact, Lead, Opportunity, etc.).Trigger
- Updated RecordTriggers when a record is updated.Trigger
- Create RecordCreates a RecordAction
- Update RecordUpdates a RecordAction
- Find RecordFinds an existing RecordAction
New ProspectTriggers when a new prospects is created.Trigger- PersistIQ
Triggers when a prospect is updated.
Instant
Trigger
- PersistIQ
Adds a new Do Not Contact domain.
Scheduled
Action
- PersistIQ
Adds a prospect to a campaign.
Scheduled
Action
- PersistIQ
Creates or updates a prospect.
Scheduled
Action
- PersistIQ
Creates a new prospect.
Scheduled
Action
- PersistIQ
Updates prospect status.
Scheduled
Action
How Insightly + PersistIQ Integrations Work
- Step 1: Authenticate Insightly and PersistIQ.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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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About PersistIQ
PersistIQ is software for effective outbound sales that combines communication and workflow into one easy to use system.
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