Insightly + Smartsheet
Add new Insightly records to Smartsheet as rows instantly
Improve your efficiency with this streamlined workflow. Whenever a new record is added in Insightly, a corresponding row will be simultaneously generated in Smartsheet. This reduces manual data entry and ensures your Smartsheet is consistently up-to-date with the latest data from Insightly, allowing you to dedicate more time to crucial tasks.
Improve your efficiency with this streamlined workflow. Whenever a new record is added in Insightly, a corresponding row will be simultaneously generated in Smartsheet. This reduces manual data entry and ensures your Smartsheet is consistently up-to-date with the latest data from Insightly, allowing you to dedicate more time to crucial tasks.
- When this happens...New Record
Triggers when a new record is created.
- automatically do this!Add Row to Sheet
Add a row to a sheet.
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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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About Smartsheet
Smartsheet is a leading cloud-based platform for work execution, enabling teams and organizations to plan, capture, manage, automate, and report on work at scale, resulting in more efficient processes and better business outcomes.
