Salesforce is a leading enterprise customer relationship manager (CRM) application.

Salesforce (Legacy)

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

Zoho CRM

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.

Pipedrive

Keap Max Classic is all-in-one marketing and sales automation software for small businesses. It effortlessly combines CRM, email marketing and e-commerce.

Keap Max Classic

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.

If you run a business, then you know how important both CRM and project management are to your company’s success. Connect Insightly to Zapier and you have the ideal duo for automatically adding and tracking new contacts, assigning tasks to your team, creating calendar events, and so much more.

Here are some creative ways to use Insightly with Zapier:

Save important sales leads that land on your website. If you use the Gravity Forms plug-in for your WordPress site, Zapier will convert those form submissions into Insightly contacts.

Build lists for your email marketing campaigns. After a new contact is added to Insightly, Zapier inserts them directly into your MailChimp email list.

Assign tasks to your team that already include the details. Make or move a Trello card to a specific list and let Zapier assign that task to your Insightly team member.

Insightly

RingCentral provides cloud-based communication system to modern businesses of all sizes. The system enables companies with voice, SMS, video, Fax, and team collaboration services on all major desktop and mobile platforms. All devices, services, and users can be managed through our PBX and administrative capability designed for Enterprise IT.

Staying on top of customer communications is challenging when you rely on multiple platforms. By linking Zapier and RingCentral, you can automatically send notifications for missed calls, received messages, or spreadsheet updates—to whichever communication service you prefer. You can also store RingCentral call recordings in the spreadsheet, database, or cloud storage software of your choice.

Here are some creative ways to use RingCentral with Zapier:

Quickly respond to key customer issues, letting them know you’re taking appropriate action. When you receive a RingCentral SMS that contains a certain keyword, immediately send a message back.

Notify the right team members when a new call is logged. Send an SMS when there's a new record in an Airtable view.

Ensure timely responses to missed calls. Send reminders in your Slack channel for missed calls in RingCentral.

Insightly

RingCentral

Insightly

RingCentral

Insightly + RingCentral Integrations

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