SalesRabbit + Insightly Integrations

How to connect SalesRabbit + Insightly

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Supported triggers and actions

What does this mean?

New/Updated Lead
Triggers when when a lead is created and/or updated.
Trigger
Instant
Form Submitted
Send form data to Zapier when form is submitted in SalesRabbit.
Trigger
Instant
Create Lead
Creates a lead.
Action
Write
Display Form Result
Displays the result of a submitted form and gives the option to update the lead associated with that form.
Action
Write
Update Lead
Updates a lead.
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 SalesRabbit + Insightly Integrations Work

Step 1: Authenticate SalesRabbit 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 SalesRabbit + Insightly

About SalesRabbit

SalesRabbit is a sales enablement app that helps sales teams assign areas, track progress, and constantly get better at their craft.

Learn more

Related categories

CRM (Customer Relationship Management)

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