Insightly + RevBoss
Create Insightly records for new RevBoss prospect events
Effortlessly manage your leads with this RevBoss and Insightly integration. When a Prospect Event occurs in RevBoss, this workflow instantly creates a new Record in Insightly, ensuring seamless lead tracking and management. Save time and improve your sales process by bridging the gap between your lead generation and CRM systems.
Effortlessly manage your leads with this RevBoss and Insightly integration. When a Prospect Event occurs in RevBoss, this workflow instantly creates a new Record in Insightly, ensuring seamless lead tracking and management. Save time and improve your sales process by bridging the gap between your lead generation and CRM systems.
- When this happens...Prospect Event
Triggers when a Prospect completes a specified event.
- automatically do this!Create Record
Creates a Record
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Event TypeRequired
Flow
Try ItEmailRequired
Suppression TypeRequired
Title
Insightly ObjectRequired
Try ItInsightly ObjectRequired
Try It
EmailRequired
SegmentRequired
Company Domain
First Name
Last Name
Middle Name
Nickname
Linkedin Url
Job Title
Phone Number
City
State
Country
Company Name
Company Linkedin Url
Company Size
Company Industry
Company Location
Company Linkedin Id
Company Phone Number
Company City
Company State
Company Country
Company Keywords
Company Annual Revenue
Company Seo Description
Company Number Of Retail Locations
Company Technologies
Insightly ObjectRequired
Try ItInsightly ObjectRequired
Try ItInsightly ObjectRequired
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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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout RevBoss
RevBoss is a simple tool to help sales teams to find prospects, build pipeline, and grow faster.