How to connect InTouch Tool + Insightly
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- All Followups SentTriggers when all followups were sent and there were no reply.Trigger
- New ConnectionTriggers when a person connects with you on LinkedIn.Trigger
- First ReplyTriggers when a prospect responds on LinkedIn for the first time.Trigger
- Create a ProspectCreates a prospectAction
- Pause a ProspectPauses prospect from further communication so they won't receive any messages moving forward.Action
- Deleted RecordTriggers when a record is deleted.Trigger
- New RecordTriggers when a new record is created.Trigger
- Updated Field on RecordTriggers 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
- 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.
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