InTouch Tool + Insightly Integrations

How to connect InTouch Tool + Insightly

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Supported triggers and actions

What does this mean?

All Followups Sent
Triggers when all followups were sent and there were no reply.
Trigger
Instant
New Connection
Triggers when a person connects with you on LinkedIn.
Trigger
Instant
First Reply
Triggers when a prospect responds on LinkedIn for the first time.
Trigger
Instant
Create a Prospect
Creates a prospect
Action
Write
Pause a Prospect
Pauses prospect from further communication so they won't receive any messages moving forward.
Action
Write
Deleted Record
Triggers when a record is deleted.
Trigger
Instant
New Record
Triggers when a new record is created.
Trigger
Instant
Updated Field on Record
Triggers when a field of your choosing (i.e. email address, status) is updated on any record of a specified Insightly object (ie. Contact, Lead, Opportunity, etc.).
Trigger
Instant
Insightly
Triggers when a record is updated.
Instant
Trigger
Insightly
Creates a Record
Scheduled
Action
Insightly
Updates a Record
Scheduled
Action
Insightly
Finds an existing Record
Scheduled
Action

How InTouch Tool + Insightly Integrations Work

Step 1: Authenticate InTouch Tool and Insightly.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect InTouch Tool + Insightly

About InTouch Tool

InTouch Tool automates your LinkedIn outreach with auto connections and followups. Setup your search filters to collect prospects, set your messages sequence aka drip campaign and get replies from new potential customers at scale.

Related categories

Marketing Automation

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 more