How to connect Rocket Referrals + Insightly
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- CommunicationTriggers when a communication is sent, opened or clicked.Trigger
- ReviewTriggers when a review is given or linked to a contact in Rocket Referrals.Trigger
- SurveyTriggers when a survey response is given. Note: some survey score triggers are delayed 5 minutes to give the contact time to add a comment.Trigger
- TestimonialTriggers when a new testimonial is given or one is published.Trigger
- Create/Update ContactCreates or updates a contact.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
Triggers when a record is updated.
Creates a Record
Updates a Record
Finds an existing Record
- Step 1: Authenticate Rocket Referrals 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.