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.
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