How to connect SalesRabbit + Insightly
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- New/Updated LeadTriggers when when a lead is created and/or updated.Trigger
- Form SubmittedSend form data to Zapier when form is submitted in SalesRabbit.Trigger
- Create LeadCreates a lead.Action
- Display Form ResultDisplays the result of a submitted form and gives the option to update the lead associated with that form.Action
- Update LeadUpdates a lead.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 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.
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