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Insightly + RocketReach

Create new Insightly records from RocketReach contacts

Effortlessly keep your contacts up-to-date with this efficient workflow between RocketReach and Insightly. Whenever a new contact is added in RocketReach, this automation will create a record for them in Insightly, ensuring that your customer relationship management is always organized and up-to-speed. Say goodbye to manual data entry and focus on building stronger connections with your network.

Effortlessly keep your contacts up-to-date with this efficient workflow between RocketReach and Insightly. Whenever a new contact is added in RocketReach, this automation will create a record for them in Insightly, ensuring that your customer relationship management is always organized and up-to-speed. Say goodbye to manual data entry and focus on building stronger connections with your network.

  1. When this happens...
    RocketReachRocketReach
    New Contact

    Triggers when a new contact is added.

    TriggerInstant
  2. automatically do this!
    InsightlyInsightly
    Create Record

    Creates a Record

    ActionWrite
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Supported triggers and actions

What does this mean?
  • RocketReach triggers, actions, and search

    New Contact

    Triggers when a new contact is added.

    Trigger
    Instant
    Try It
    • Keyword

    • Name

    • Title

    • Employer

    Action
    Search
    • Insightly ObjectRequired

    Trigger
    Instant
    Try It
    • Insightly ObjectRequired

    Trigger
    Instant
    Try It
    • Name

    • Title

    • Current Employer

    • LinkedIn URL

    Action
    Write
    • Insightly ObjectRequired

    Trigger
    Instant
    Try It
    • Insightly ObjectRequired

    Trigger
    Instant
    Try It
    • Insightly ObjectRequired

    Action
    Write
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)

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rocketreach logo
rocketreach logo

About RocketReach

RocketReach helps you find email, phone and social links for over 250 million professionals, across 6 million companies, worldwide.

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