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involve.me + Insightly Integrations

How to connect involve.me + Insightly

Zapier lets you send info between involve.me and Insightly automatically—no code required.

When this happens...
involve.meinvolve.me
New Lead

Triggers when a new participant or lead is created.

automatically do this!
InsightlyInsightly
Create Record

Creates a Record

Supported triggers and actions

What does this mean?

How involve.me + Insightly Integrations Work

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

involve.me is a customer experience platform. Everything you need to capture leads, collect feedback & activate your audience.
Learn More

Related categories

  • Forms & Surveys
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insightly logo
insightly logo

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

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