Insightly + Seamless AI
Create records in Insightly from new contacts in Seamless AI
Easily manage your contacts between Seamless AI and Insightly with this workflow. Once set up, each time a new contact is added in the Seamless AI app, a record will be created in Insightly. This automation helps you to keep your customer data organized and reduces manual data entry tasks.
Easily manage your contacts between Seamless AI and Insightly with this workflow. Once set up, each time a new contact is added in the Seamless AI app, a record will be created in Insightly. This automation helps you to keep your customer data organized and reduces manual data entry tasks.
- When this happens...New Contact
Triggers when a new "My Contact" is researched in Seamless.AI.
- automatically do this!Create Record
Creates a Record
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- 14 day trial for premium features & apps
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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