Insightly Updates

Insightly mention · August 22, 2018

A Small Team Closes More Deals and Saves 2 Hours Per Day with Zapier

"I was overwhelmed with daily tasks, but almost all of them can now be automated thanks to Zapier."Trenton Berry, CTO, Total CSR Starting small and staying small are not equal in business. Every company starts small, with a person and an idea and grows from there. That growth more
Insightly update · January 19, 2018

New for Our Insightly Integration: Use Zaps to Update Leads

Outdated contact information slows down your sales team. The latest updates to our Insightly integration help keep your prospect list fresh with no extra effort on your part. You can set up Zaps to watch for contact details in your lead gen apps, like form responses or incoming emails. more
Insightly mention · January 18, 2018

The 10 Best CRMs for Small Business in 2018

Business is increasingly challenging, especially for small teams trying to keep up with larger competitors. You might not be able to match them on price or get your products in front of as many people. Your best advantage is that you can give your customers more of a personal more
Insightly mention · June 7, 2017

The 16 Best Free CRM Apps

Ever gotten on a call with someone, only to mispronounce their name or forget which company they work for? Perhaps you needed to email the finance team at a supplier, but can't remember who to contact? That's why you need a CRM or customer relationship manager. Like a more
Insightly update · February 27, 2017

Insightly Update: Include More Details When You Create Leads

Generating leads is at the heart of your business. With expanded functionality for the Insightly-Zapier integration, you can now include more information about these potential customers whenever you use the Create Lead Action. With this update, when you set up a workflow to create a new lead in Insightly, more
Insightly update · September 13, 2016

New to Insightly: Create Projects and Keep Your Team on Task

Give your team a clear picture of how each project relates to contacts and opportunities by tracking everything in Insightly. Now, Zapier can automatically create Insightly projects, so your team can stay organized, assign tasks, and get to work right away. What's New with Insightly New Actions Create more
Insightly update · August 28, 2015

Create Opportunities in Insightly With New Zapier Action

If you deal with customers in any capacity, you probably spend a large amount of time inside your CRM. But these days there is so much more to creating simple contacts with an address and phone number: there's communication records, tasks associated with those clients, and even sales opportunities. more

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