Insightly + Streak
Create new Insightly records from updated Streak stages
When a stage changes in your Streak box, use this workflow to swiftly create a new record in Insightly. This immediate communication between your tools assists in record-keeping and ensures you're always up-to-date with your Streak stages, enhancing the efficiency of your operations.
When a stage changes in your Streak box, use this workflow to swiftly create a new record in Insightly. This immediate communication between your tools assists in record-keeping and ensures you're always up-to-date with your Streak stages, enhancing the efficiency of your operations.
- When this happens...Box Change Stage
Triggers when a box changes Stage.
- automatically do this!Create Record
Creates a Record
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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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